Member Service Representative

CoVantage Credit Union; Town of Wescott (WI); On-site; USD 26,000 - 37,000; Full time

Benefits offered by this job

401k employer match up to 200%

Bonus up to 4% annual salary

HSA contribution from employer

Paid time off for community service

Job summary

CoVantage Credit Union in Shawano is seeking a Full-Time Member Service Representative to open accounts, process transactions, and help members apply for loans. You’ll deliver warm, personalized service and build relationships in a community-focused branch.

The role offers hands-on training, growth opportunities, and a schedule that includes Saturdays. Strong communication and a professional image are essential.

Qualifications

• High school diploma or equivalent.
• 1+ year experience in a financial institution or service/sales role.
• Strong written and verbal communication skills.
• Punctual, neat appearance and professional phone etiquette.
• Proficient with Microsoft Office and Windows.
• Bilingual fluency preferred, but not required.

Responsibilities

• Open new accounts, process transactions, and assist with loan applications.
• Provide friendly, accurate information on financial products and services.
• Educate members on products that fit their goals.
• Collaborate with team and other departments to meet goals.
• Participate in community events and outreach.

Skills

Customer service

Communication

Team cooperation

Bilingual (preferred)

Education

High school diploma or equivalent

Associate's degree

Tools

Microsoft Office

Job description

Are you a compassionate and service-oriented individual looking to make a positive impact in your community while growing your career? Join our team as a Full-Time Member Service Representative at our Shawano branch. As the face of our credit union, you’ll build strong relationships with members while assisting with everything from opening accounts to applying for loans. We offer hands‑on experience, ongoing training, and opportunities for professional growth within an organization committed to supporting both its members and employees.

CoVantage invests in our team members! The pay for this role is $19.00-27.36 per hour. Your starting pay rate will be based on your related experience and qualifications. You’ll also be eligible for the equivalent of an additional $16.00 per hour in benefits. 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.

*Based on an individual earning $18.25 per hour, electing specific benefit packages, and achieving full bonus.

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
• 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

Branch Hours: Monday-Friday: 8:30 am to 5:00 pm, Saturday: 8:30 am to Noon

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.