Member Services & Lending Advisor

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

Job summary

Community First Credit Union in Appleton, WI is seeking a Member Service Representative to deliver outstanding service by actively listening to members, identify financial needs, and offer appropriate deposit and loan solutions.

The ideal candidate has an associate degree in banking/finance or related field, two years of relevant experience, strong verbal and written communication, and proficiency with Microsoft Office and web-based software.

Qualifications

• Associate degree in banking/finance, business, or related field required.
• Two years of relevant experience; lending/financial services preferred.
• Exceptional verbal and written communication skills; strong time management.
• Proficient with Microsoft Office and web-based software packages.

Responsibilities

• Meet and speak with members to uncover financial needs and provide solutions.
• Open and service deposit accounts (savings, checking, CDs, etc.).
• Assist with wire transfers, payroll deductions, checks, and statements.
• Take loan applications, analyze debt ratios, obtain approvals, close loans.
• Cross-sell credit union products to deepen member relationships.

Skills

Verbal communication

Written communication

Time management

Organizational skills

Customer service

Microsoft Office

Problem solving

Education

Associate degree in banking/finance

Tools

Web-based software

Job description

Community First Credit Union in Appleton, WI is seeking a Member Service Representative to deliver outstanding service by actively listening to members, identify financial needs, and offer appropriate deposit and loan solutions.

The ideal candidate has an associate degree in banking/finance or related field, two years of relevant experience, strong verbal and written communication, and proficiency with Microsoft Office and web-based software.