Member Service Representative

CoVantage Credit Union; Rothschild (WI); On-site; USD 32,000 - 48,000; Full time

Benefits offered by this job

401k match up to 200%

Annual bonus up to 4%

HSA contribution

Paid time off for community service

Job summary

CoVantage Credit Union in Rothschild, WI is seeking a Full-Time Member Service Representative to greet members and provide personalized financial assistance. You will handle transactions from opening accounts to loan applications and act as the branch's friendly face.

The role rewards accuracy, strong communication, and teamwork, with occasional Saturday shifts and opportunities to participate in community outreach and financial literacy efforts.

Qualifications

• High school diploma or equivalent.
• Minimum 1 year of experience in a financial institution or service or sales related capacity.
• Strong written and verbal communication for professional customer contact.
• Punctual with neat appearance and proper business etiquette.
• Working knowledge of Microsoft Office and Windows programs.
• Knowledge of credit union services; bilingual preferred but not required.

Responsibilities

• Assist members in opening accounts, processing transactions, applying for loans, and providing accurate information on financial products and services.
• Demonstrates efficiency and professionalism with warm, personalized service for every member.
• Provides information on products and services and refers to the appropriate person or department when needed.
• Understands members' financial needs to educate on suitable products and services.
• Educates members and assists with Interactive Teller Machines.
• Collaborates with team members and departments to achieve goals and support a positive work environment.
• Participates in community events to promote financial literacy and local engagement.

Skills

Communication skills

Customer service

Bilingual (preferred)

Education

High school diploma or equivalent

Associate's Degree

Tools

Microsoft Office

Windows OS

Job description

Description

Eager to take the next step in your career? This is your opportunity to join our team as a Full-Time Member Service Representative at our Rothschild branch. As a Member Service Representative, you will be the face of our credit union, building connections with our members and ensuring they receive personalized assistance to meet their financial needs. You'll be in direct contact with the members assisting on a variety of transactions ranging from opening accounts to applying for loans.

Job Details

Eager to take the next step in your career? This is your opportunity to join our team as a Full-Time Member Service Representative at our Rothschild branch. As a Member Service Representative, you will be the face of our credit union, building connections with our members and ensuring they receive personalized assistance to meet their financial needs. You'll be in direct contact with the members assisting on a variety of transactions ranging from opening accounts to applying for loans.

CoVantage invests in our team members! 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