Member Service Specialist - Deposit & Loan Solutions

Talentify; Greenville (WI); On-site; USD 36,000 - 48,000; Full time

Job summary

Community First is hiring a Member Service Representative to deliver outstanding service in our branch. You will actively listen, identify financial needs, and present consumer deposit and loan solutions within our policies.

Key duties include opening and servicing deposit accounts, handling transfers and statements, taking loan applications, and cross-selling products to deepen member relationships. Strong communication and teamwork are essential for success.

Qualifications

• Associate's degree in banking, finance, business, or a related field.
• Two years of relevant experience; prior lending and financial services experience preferred.
• Exceptional verbal and written communication skills, strong time management, and organizational skills.
• Familiarity with Microsoft Office suite and web-based software packages.
• Passion for providing outstanding service to our members - internal and external.
• The ability to work hard, find solutions and have fun.

Responsibilities

• Provide outstanding service by meeting and speaking with members to uncover financial needs and provide appropriate solutions utilizing products and services available within Community First.
• Open and service deposit accounts for members or prospective members, including savings, checking, certificates, money markets, HSA, IRA, ACH, and ATM. Also, close accounts when necessary.
• Assist members with service needs, including wire transfers, payroll deduction/direct deposit, check and ATM requests, and statement queries.
• Assist members in the successful resolution of questions or concerns they may have regarding their accounts at Community First.
• Take loan applications, perform debt ratio/collateral analysis, obtain approval, close loan, and complete file.
• Customize protection solutions for all applicable lending products, including payment protection, GAP, and warranty.
• Address member questions about mortgage loans, commercial loans, credit cards, and other products or services.
• Promote and cross-sell based on member needs all credit union products and services to increase services per household and deepen member relationships.

Skills

Customer service

Communication

Time management

Organizational skills

Microsoft Office

Education

Associate's degree in banking, finance, business, or related field

Tools

Microsoft Office suite

Web-based software

Job description

Community First is hiring a Member Service Representative to deliver outstanding service in our branch. You will actively listen, identify financial needs, and present consumer deposit and loan solutions within our policies.

Key duties include opening and servicing deposit accounts, handling transfers and statements, taking loan applications, and cross-selling products to deepen member relationships. Strong communication and teamwork are essential for success.