Member Service Representative III

1st Community Credit Union

Sparta (WI)

On-site

USD 42,000 - 54,000

Full time

6 days ago
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Benefits offered by this job

Health, dental, and vision insurance
Voluntary coverage options for事故、重大疾病与
401K plan with matching (up to 5%)
Life insurance, long-term disability,

Job summary

1st Community Credit Union is seeking an experienced Member Service Representative III to deepen member relationships and handle complex account needs. You will become a trusted resource, expand knowledge across credit union operations, and assist the Branch Manager with staff training.

You will engage members to assess their financial needs, recommend products, and support daily branch operations while demonstrating leadership aligned with our cultural commitments.

Qualifications

  • 2 years of financial experience required
  • Strong communication skills
  • Attention to detail and accuracy
  • Valid Wisconsin driver's license

Responsibilities

  • Build strong relationships with members by providing professional, personalized service.
  • Interview members to understand their needs and recommend appropriate credit union products and services.
  • Open a wide variety of accounts, including savings, checking, business, trust estate, representative payee, guardian, and custodial accounts.
  • Assist members with IRAs, direct deposit, online services, debit cards, checking, safe deposit services, and other products.
  • Support daily branch operations, including opening and closing the branch, cash handling, ATM maintenance, and balance Total Cash Recyclers.
  • Assist with training and supporting staff.
  • Demonstrate leadership consistent with 1st Community Credit Union's Cultural Commitments.

Skills

Strong communication
Attention to detail
Customer service

Job description

Are you ready to take your financial services experience to the next level? At 1st Community Credit Union, we're looking for an experienced, member-focused professional to join our team as a Member Service Representative III (MSR III). As an MSR III, you'll have the opportunity to become a trusted resource for our members, develop deeper knowledge of financial products and services, take on more complex account needs, and help others on your team succeed. If you enjoy building relationships, solving problems, learning, and helping people make informed financial decisions, this could be the opportunity you've been looking for.

This position will grow your career because this opportunity expands beyond traditional member service. You'll work with a broad range of account types and member needs, giving you the opportunity to strengthen your knowledge and expertise across many areas of credit union operations. You'll also serve as a resource to other Member Service Representatives and assist the Branch Manager with training additional staff on new account procedures.

You'll build meaningful member relationships through conversations to help understand what they need and help connect them with products and services that fit their individual financial situations. You'll have the opportunity to build relationships that extend well beyond a single visit or transaction.

Put Your Experience to Work

Your previous financial services experience will matter here. You'll handle more complex account situations, including business, trust, estate, representative payee, guardian, custodial, and IRA accounts.

You'll also be a go-to resource when members or fellow team members need help navigating more complex questions or situations.

What You'll Do:

Build strong relationships with members by providing professional, personalized service.

Interview members to understand their needs and recommend appropriate credit union products and services.

Open a wide variety of accounts, including savings, checking, business, trust estate, representative payee, guardian, and custodial accounts.

Assist members with IRAs, direct deposit, online services, debit cards, checking, safe deposit services, and other products.

Support daily branch operations, including opening and closing the branch, cash handling, ATM maintenance, and balance Total Cash Recyclers.

Assist with training and supporting staff.

Demonstrate leadership consistent with 1st Community Credit Union's Cultural Commitments.

We are looking for a candidate who is experienced, confident, personable, and ready for the next step in their financial career.

  • 2 years of financial experience required
  • Strong communication
  • A strong attention to detail and accuracy
  • Valid Wisconsin driver's license

We offer a generous benefit package

  • Health, dental, and vision insurance
  • Voluntary coverage options for accident, critical illness, and cancer
  • 401K plan with matching (up to 5%)
  • Life insurance, long-term disability coverage, paid holidays and educational reimbursement.
  • Starting vacation, personal and sick time pay
Our Culture & Values

We foster a culture of Community, Communication, Courage, and Collaboration. We strive for continuous development and aim to deliver a standout member experience with every interaction.

At 1st Community Credit Union, you'll be part of something much bigger than a job. Supported by a culture rooted in community, collaboration, and purpose, you'll thrive in a workplace that values work/life balance and truly invests in you. Our robust benefits listed above demonstrate that your well-being matters. Most importantly, your day-to-day contributions will make a meaningful impact. Every interaction strengthens our cooperative mission of "People Helping People," and together, we'll serve our members, empower one another, and grow-professionally and personally. If you're looking for a role where your work has meaning, your growth is supported, and your colleagues become your team, you'll find your place here.

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