Member Service Specialist - Financial Solutions & Deposits

Community First Credit Union; New London (WI); On-site; USD 35,000 - 50,000; Full time

Job summary

Community First Credit Union is hiring a Member Service Representative in New London, WI. You will engage with members, uncover financial needs, and offer appropriate deposit and loan solutions in a face-to-face, community-focused setting.

The role emphasizes service quality, relationship-building, and cross-selling, with hours rotating across lobby and drive-up times. Prior lending and financial services experience is preferred.

Qualifications

• Associate's degree in banking, finance, business or 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 and web-based software packages.

Responsibilities

• Provide outstanding service by meeting and speaking with members to uncover financial needs and provide appropriate solutions.
• Open and service deposit accounts (savings, checking, certificates, money markets, HSA, IRA, ACH, and ATM).
• Assist members with service needs (wire transfers, payroll deductions, direct deposits, checks, and statements).
• Take loan applications, perform debt ratio/collateral analysis, obtain approval, close loan, and complete file.
• Customize protection solutions for lending products (payment protection, GAP, warranty).
• Address member questions about mortgages, commercial loans, credit cards, and other products/services.
• Promote and cross-sell products and services to deepen member relationships.

Skills

Verbal communication

Written communication

Time management

Organizational skills

Customer service

Education

Associate's degree in banking/finance/business

Tools

Microsoft Office

Web-based software

Job description

Community First Credit Union is hiring a Member Service Representative in New London, WI. You will engage with members, uncover financial needs, and offer appropriate deposit and loan solutions in a face-to-face, community-focused setting.

The role emphasizes service quality, relationship-building, and cross-selling, with hours rotating across lobby and drive-up times. Prior lending and financial services experience is preferred.