Member Service Representative

CoVantage Credit Union; Wisconsin; On-site; USD 24,796 - 37,691; Full time

Benefits offered by this job

401k employer match up to 200%

Annual bonus up to 4%

Paid time off for community service

Generous employer HSA contribution

Job summary

CoVantage Credit Union is seeking a Full-Time Member Service Representative for the Menominee branch in Wisconsin. This role involves assisting members with accounts, loans, and financial products while providing exceptional service. You will help promote financial literacy through community outreach.

The position offers a competitive pay range of $18.00-27.36 per hour based on experience, plus additional benefits such as a generous employer HSA contribution, a 401k match, and paid time off for community service.

Qualifications

• Minimum 1 year experience in financial institution or service role.
• Proficient in communication with diverse individuals.
• Ability to educate members on suitable products.

Responsibilities

• Assist members with account openings and loan applications.
• Provide personalized service and financial product information.
• Participate in community events for financial literacy.

Skills

Strong written and verbal communication skills

Performance accuracy

Member service

Bilingual fluency

Education

High school diploma or equivalent

1 years' experience in service or sales

Associate's Degree

Tools

Microsoft Office

Windows programs

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 Menominee 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 $18.00-27.36 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.