Member Services & Lending Specialist

Capital Credit Union; Green Bay (WI); Hybrid; USD 45,000 - 75,000; Full time

Job summary

Capital Credit Union in Green Bay, WI; the position serves members in person and by phone, handling consumer lending and new accounts while promoting products and services. The role emphasizes accuracy, policy adherence, and effective member communication.

The candidate will maintain and explain account options, resolve member inquiries, and may perform teller duties and branch opening/closing tasks as needed.

Qualifications

• Reading, writing, and comprehension of detailed instructions.
• Ability to pass a federal background check and be listed on the SAFE Act registry.
• Operate online banking terminals, word processing, email, and adding machine.
• Knowledge of consumer loans and account procedures is helpful.
• Attention to detail and high accuracy in work.

Responsibilities

• Provide in-person and telephone member service for loans and new accounts.
• Promote products and services to meet members' needs.
• Maintain accounts accurately and follow policies.
• May handle teller functions and cash drawer responsibilities.
• Assist in training new employees.

Skills

Reading & Writing

Background check

Online banking

Detail oriented

Analytical skills

Sales skills

Interpersonal skills

Education

High school diploma

Tools

Online terminal

Word processing

Email

Adding machine

Job description

Capital Credit Union in Green Bay, WI; the position serves members in person and by phone, handling consumer lending and new accounts while promoting products and services. The role emphasizes accuracy, policy adherence, and effective member communication.

The candidate will maintain and explain account options, resolve member inquiries, and may perform teller duties and branch opening/closing tasks as needed.