Member Service Representative

Fort Atkinson Area Chamber of Commerce; Fort Atkinson (WI); On-site; USD 23,000 - 29,000; Full time

Job summary

FCCU in Fort Atkinson, WI is seeking a friendly teller to deliver member services with accuracy and care. If you enjoy numbers and helping people, this role offers a steady, local career in a community credit union.

You will open/close accounts, process deposits and withdrawals, assist members with online banking, and cross-sell services. Strong math, communication, reliable attendance, and good judgment are essential.

Qualifications

• Two years of teller or equivalent customer service experience.
• Associate degree preferred; equivalent knowledge/experience may suffice.
• Knowledge of banking and/or credit union regulations.

Responsibilities

• Open and close accounts, including certificates and IRAs.
• Assist members with bookkeeping and checking issues.
• Assist members with online banking and mobile platforms.
• Counsel and answer questions regarding all credit union services.
• Handle miscellaneous member transactions and support duties.
• Stay informed of products, services and procedures; cross-sell when appropriate.

Skills

Interpersonal skills

Customer service

Verbal and written communication

Reliable attendance

Judgment

Basic math

Organize work

Professional image

Education

Associate degree preferred

Job description

• Two years of previous Teller or equivalent experience serving customers.

Preferred Qualifications

• Previous experience recommending products and plans to improve a customer's financial position.
• Associate degree preferred. An equivalent level of knowledge, skills, and abilities typically acquired through work experience
• Knowledge of banking and/or credit union regulations.

Major Skills and Competencies

• Must possess strong interpersonal skills, a positive attitude, and a desire to help people.
• Must have the ability to identify member opportunities for financial improvement, communicate recommendations, and provide support.
• Must possess effective verbal and written communication skills.
• Must have reliable attendance.
• Must possess good judgment.
• Must possess basic math skills.
• Ability to organize and prioritize work and maintain accurate records.
• Projects a professional image

Physical Job Requirements

Frequent periods are spent standing or sitting in the same location with some opportunity to move about; occasionally there may be a need to stoop or lift light objects (typically less than 8 pounds).

• Ability to communicate with a diverse membership and employee group.
• Ability to sit and/or stand for extended periods of time.
• Ability to work in a changing, challenging, and fast paced work environment.
• Provide own transportation.
• Occasional business travel.

Description

Job Overview

Are you proficient with numbers? Detail oriented and very organized? Most importantly, do you enjoy helping people? We are continually accepting applications from people who will provide the level of member service we are committed to, as well as help us live out our mission by improving the financial lives and well-being of our members.

Major Tasks, Responsibilities and Key Accountabilities

• Responsible for performing a broad variety of member services such as opening and closing accounts, including certificate and IRA accounts.
• Assists members with bookkeeping and checking account problems
• Assists member with online branch and mobile platforms.
• Counsels and answers member questions regarding all Credit Union services and performs a variety of account maintenance.
• Assists members with questions or problems and refers as appropriate.
• Attends to miscellaneous transactions for members such as wire requests, redemption of bonds, deposit verifications, and other duties as assigned.
• Stays informed of all products, services and operational procedures.
• Cross sells all products and services.

Salary & Benefits

$17.00-21.00 per hour

Company

Welcome to FCCU, and welcome to the cooperative side of the financial world! FCCU has been growing roots in Southeast Wisconsin since 1940 when employees of Moe Light, in Fort Atkinson, pooled their paychecks together to begin the credit union. Since then, the credit union has expanded by building branches in Jefferson, Watertown, and Whitewater. Although our name has changed a few times since 1940, our commitment to our members has not. We are at all times invested in you, with you, for you.

As a credit union, we are a cooperative financial institution and we base our decisions on our owners. Who owns the credit union? Our members do. Every member has the same share, the same say, no matter how much money is in your account. If you’re a member, you’re an owner — it’s as simple as that. We are community based and community focused. FCCU is here to help all our 22,000+ member-owners achieve their financial dreams. From a first credit card, to first home, to retirement, FCCU is invested in you, with you, for you, every step of the way.

Membership is open to anyone living or working in Dane, Dodge, Jefferson, Rock, Walworth, and Waukesha Counties. Become part of the FCCU family today!