Member Service Representative

CoVantage Credit Union; Schofield (WI); On-site; USD 25,000 - 43,000; Full time

Benefits offered by this job

401k employer match up to 200%

Bonus up to 4% of annual salary

HSA contribution

Paid time off for community service

Job summary

CoVantage Credit Union in Weston, WI is seeking a full-time Member Service Representative to greet members, open accounts, process transactions, and guide them to the right products and services. You’ll be the main contact for members and will deliver personalized assistance to help meet their financial goals.

This role offers a varied schedule, including some Saturdays, with opportunities to participate in community outreach while building trust with local residents.

Qualifications

• Requires a high school diploma or equivalent; associate degree considered.
• 1+ years experience in financial services or sales/customer service.
• Strong written and verbal communication skills for professional interactions.
• Punctual, neat appearance, and professional phone etiquette.
• Proficiency with Microsoft Office and Windows software.

Responsibilities

• Assist members with opening new accounts and processing transactions.
• Provide accurate information on financial products and services; refer when needed.
• Educate members on credit union products and guide them to appropriate departments.
• Assess members' financial needs and offer suitable products and solutions.
• Support Interactive Teller Machines and assist members as needed.
• Collaborate with teammates to reach organizational goals.
• Participate in community events to promote financial literacy.

Skills

Communication

Customer service

Bilingual (preferred)

Education

High school diploma or equivalent / Associate's Degree

Tools

Microsoft Office

Windows

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 Weston 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.

CoVantage invests in their team members! The pay for this role is $18.00-$30.56. Your starting pay rate will be based on your related experience and qualifications.

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

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.