Member Service Representative

Community First Credit Union | Wisconsin; Appleton (WI); On-site; USD 40,000 - 50,000; Full time

Job summary

A leading credit union in Appleton, Wisconsin is seeking a Member Service Representative to provide outstanding service and support to members. The role involves understanding members' financial needs and offering tailored solutions, opening and servicing accounts, and assisting with loan applications. Candidates should have an associate's degree in a relevant field and possess strong communication and organizational skills. Passion for excellent service is essential. Working hours include some Saturdays.

Qualifications

• 2+ years of relevant experience; prior lending and financial services experience preferred.
• Ability to find solutions and provide outstanding service.
• Strong communication and organizational skills.

Responsibilities

• Meet and speak with members to uncover financial needs and provide solutions.
• Open and service deposit accounts and close accounts when required.
• Assist members with service needs and resolve account-related questions.
• Take loan applications and perform necessary analyses.
• Promote and cross-sell credit union products based on member needs.

Skills

Exceptional verbal and written communication skills

Strong time management

Organizational skills

Passion for providing outstanding service

Education

Associate's degree in banking, finance, business

Tools

Microsoft Office suite

Web-based software packages

Job description

Overview

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!

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

We are open in the lobby from 8:30 to 5 p.m. Monday through Wednesday, and from 8:30 to 6 p.m. on Thursday and Friday. On Saturdays, we are open in both the lobby and the driveup from 8 a.m. until noon. The schedule for this position encompasses our hours of operation, including a rotating Saturday morning.

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