Member Service Representative

CoVantage Credit Union; Rothschild (WI); On-site; USD 36,000 - 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 is seeking a Full-Time Member Service Representative for our Rothschild branch. In this role you will be the face of the credit union, greeting members and assisting with a variety of transactions from opening accounts to applying for loans.

You will deliver personalized service, educate members on products, and work with team members to achieve department goals while engaging in community outreach and events.

Qualifications

• Proven customer service skills in a professional setting.
• Strong verbal and written communication abilities.
• Experience in financial services or sales is preferred.
• Familiarity with Microsoft Office and Windows software.

Responsibilities

• Assist members with opening accounts and processing transactions.
• Provide information on financial products and services.
• Refer complex requests to appropriate department.
• Educate members on financial options aligning with their goals.
• Support Interactive Teller Machines and in-branch processes.
• Collaborate with team to meet organizational goals.
• Participate in community events and outreach.

Skills

Customer service

Verbal communication

Written communication

Microsoft Office

Education

High school diploma or equivalent

1 year financial institution experience

Associate's Degree

Tools

Windows

Microsoft Office

Job 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.

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 servicesBilingual fluency preferred, but not required

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.