Member Service Representative

Community First Credit Union - Appleton Wisconsin; Appleton (WI); On-site; USD 35,000 - 50,000; Full time

Job summary

A leading credit union in Wisconsin is seeking a Member Service Representative to provide exceptional customer service and financial solutions. This role involves assisting members with account management, uncovering financial needs, and cross-selling various products. Interested candidates should have a passion for delivering outstanding service and possess relevant educational or experiential qualifications.

Qualifications

• Associate's degree or relevant experience preferred.
• Two years of relevant experience; financial services experience is preferred.
• Passion for providing outstanding service.

Responsibilities

• Provide outstanding service by meeting with members to uncover financial needs.
• Open and service deposit accounts for members.
• Assist members with service needs including wire transfers and account inquiries.

Skills

Verbal communication

Written communication

Time management

Organizational skills

Customer service

Education

Associate's degree in banking, finance, business, or a related field

Tools

Microsoft Office

Job description

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We believe passionate people provide excellent service. As our Member Service Representative, your active listening skills, "find a way" attitude, and financial acumen will solidify your role as a valued partner for our members. Our strong branch traffic shows there's still something special about the face-to-face conversations you’ll support. Having relationship-based discussions to uncover a member’s financial needs will allow you to offer exceptional consumer deposit and loan products solutions. If you seek meaningful work and aspire to create a positive, life-changing difference in your community, we'd like to talk with you!

As our Member Service Representative, you will:

• 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
  
  

An ideal candidate will have a combination of:

• 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

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Other

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