Member Service Representative

CoVantage Credit Union; Appleton (WI); On-site; USD 10,000 - 60,000; Full time

Job summary

CoVantage Credit Union is seeking a Full-Time Member Service Representative to join our Appleton branch. You will provide essential services to members, assisting with account openings, transactions, and offering financial guidance. The role requires strong communication skills, attention to detail, and a commitment to excellent member service, along with participation in community outreach programs to foster relationships within the community.

Benefits

401k employer match up to 200%

Annual salary bonus up to 4%

Generous employer HSA contribution

Paid time off for community service

Qualifications

• Minimum 1 year experience in a financial institution or service/sales role.
• Strong written and verbal communication skills.
• Bilingual fluency preferred.

Responsibilities

• Assists members with opening new accounts and processing transactions.
• Provides personalized service to members.
• Participates in community events to promote financial literacy.

Skills

Communication

Customer Service

Sales

Education

High school diploma or equivalent

Associate's Degree

Tools

Microsoft Office

Windows programs

Job description

Appleton
665 Ridgeview Drive
Appleton, WI 54911, USA

Appleton
665 Ridgeview Drive
Appleton, WI 54911, USA

Are you a compassionate and service-oriented individual with a passion for making a positive impact on the lives of others? This could be your opportunity to join our team as a Full-Time Member Service Representative at our Appleton branch. At CoVantage, we take pride in being more than just a financial institution - we are a community built on trust, integrity, and a commitment to providing exceptional member experiences. Our mission revolves around empowering our members to achieve their financial goals, while also fostering growth and prosperity in the neighborhoods we serve.

CoVantage invests in our team members! The pay for this role is $18.25-$30.79 per hour. Your starting pay rate will be based on your related experience and qualifications. Benefits include a 401k employer match of up to 200%, a bonus of annual salary up to 4%, a generous employer HSA contribution, and paid time off for community service.

Job Duties

• Assists members in opening new accounts, processing transactions, applying for loans, and providing accurate information on various financial products and services
• Demonstrates efficiency and professionalism to members by providing warm, welcoming, and personalized service to every member who visits or contacts the credit union
• Provides members with information regarding credit union products and services and refers the member to the appropriate person or department if unable to provide the member with information requested
• Understands and assesses members' financial needs to educate on and offer suitable products and services that align with their goals
• Educates members and assists as needed with the Interactive Teller Machines
• Collaborates with other team members and departments to achieve organizational goals and maintain a positive and supportive work environment
• Participates in community events and outreach programs to promote financial literacy and cultivate strong ties with local residents and organizations

This individual will work a varied schedule including working multiple Saturdays per month.

Qualifications

• High school diploma or equivalent
• Minimum 1 years' experience working in a financial institution or service or sales related capacity or Associate's Degree
• Strong written and verbal communication skills with the ability to work in direct, professional contact with a wide variety of people on a daily basis
• Exhibits above average performance accuracy, productivity, and member service
• Is punctual and maintains a neat, professional appearance and demonstrates proper business telephone etiquette
• Working knowledge of software programs such as Microsoft Office and Windows programs
• Detailed knowledge of the credit union and its services
• Bilingual fluency preferred, but not required

Branch Hours: Monday-Friday: 8:30 am to 5:00 pm and Saturday: 8:30 am to Noon

Qualifications

Skills

Behaviors

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Motivations

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Education

Experience

Licenses & Certifications

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.