Member Services & Banking Solutions Advisor

Capital Credit Union; Green Bay (WI); On-site; USD 42,000 - 64,000; Full time

Job summary

Capital Credit Union in Green Bay, WI, is seeking a detail-oriented professional to support consumer lending and new accounts. You will greet members in person and by phone, promote products and services, and process transactions with accuracy, applying policies and data to decisions.

Responsibilities include educating members on Home Banking and E‑Services, maintaining account records, answering questions, and assisting in training new staff.

Qualifications

• Ability to read, write, and comprehend detailed instructions and memos.
• Ability to perform basic arithmetic and cash handling.
• Ability to pass a federal background check and SAFÉ Act registry where applicable.
• Familiarity with on-line computer terminals and office software.

Responsibilities

• Greet members in person and by phone and meet their lending and account needs.
• Promote Credit Union products and services and explain options to members.
• Maintain and follow up on member accounts and transactions.
• Assist in opening/closing branch and in training new staff.
• May perform teller duties and handle a cash drawer.

Skills

Communication

Customer service

Attention to detail

Numerical skills

Sales orientation

Education

High school diploma

Tools

Online banking systems

Computer terminals

Job description

Capital Credit Union in Green Bay, WI, is seeking a detail-oriented professional to support consumer lending and new accounts. You will greet members in person and by phone, promote products and services, and process transactions with accuracy, applying policies and data to decisions.

Responsibilities include educating members on Home Banking and E‑Services, maintaining account records, answering questions, and assisting in training new staff.