Member Service & Lending Specialist

Community First Credit Union | Wisconsin; Waupaca (WI); On-site; USD 34,000 - 48,000; Full time

Job summary

Community First Credit Union in Wisconsin is seeking a Member Service Representative to deliver outstanding service by listening to members, uncovering financial needs, and offering appropriate solutions using the credit union's products and services.

You will open and service deposit accounts (savings, checking, certificates, HSA, IRA), assist with wire transfers, loans, and statements, resolve questions, and cross-sell to deepen member relationships through face-to-face conversations in the

Qualifications

• Associate's degree in banking, finance, business, or a related field.
• Two years of relevant experience; prior lending, and financial services experience is preferred
• Exceptional verbal and written communication skills, strong time management, and organizational skills
• Familiarity with Microsoft Office suite and web-based software packages
• Passion for providing outstanding service to our members - internal and external
• The ability to work hard, find solutions and have fun

Responsibilities

• Provide outstanding service by meeting and speaking with members to uncover financial needs and provide appropriate solutions utilizing products and services available within Community First. Provide solutions within the governing policies and procedures of the credit union
• Open and service deposit accounts for members or prospective members, including savings, checking, certificates, money markets, HSA, IRA, ACH, and ATM. Also, close accounts when necessary
• Assist members with service needs, including wire transfers, payroll deduction/direct deposit, check and ATM requests, and statement queries
• Assist members in the successful resolution of questions or concerns they may have regarding their accounts at Community First
• Take loan applications, perform debt ratio/collateral analysis, obtain approval, close loan, and complete file
• Customize protection solutions for all applicable lending products, including payment protection, GAP, and warranty
• Address member questions about mortgage loans, commercial loans, credit cards, and other products or services
• Promote and cross-sell based on member needs all credit union products and services to increase services per household and deepen member relationships

Skills

Active listening

Verbal communication

Written communication

Time management

Organizational skills

Customer service orientation

Cross-selling mindset

Education

Associate's degree in banking/finance/business

Tools

Microsoft Office

Web-based software packages

Job description

Community First Credit Union in Wisconsin is seeking a Member Service Representative to deliver outstanding service by listening to members, uncovering financial needs, and offering appropriate solutions using the credit union's products and services.

You will open and service deposit accounts (savings, checking, certificates, HSA, IRA), assist with wire transfers, loans, and statements, resolve questions, and cross-sell to deepen member relationships through face-to-face conversations in the