Member Services & Lending Specialist

Community First Credit Union | Wisconsin; Nichols (WI); On-site; USD 38,000 - 50,000; Full time

Job summary

Community First Credit Union in Wisconsin is seeking a dedicated Member Service Representative. In this role, you will utilize your active listening and financial acumen to provide outstanding service to members, helping them meet their financial needs with appropriate solutions.

The ideal candidate will possess an Associate's degree and two years of relevant experience, with excellent communication skills and a passion for member services.

Qualifications

• Two years of relevant experience; prior lending and financial services experience is preferred.
• Ability to find solutions and have fun.

Responsibilities

• Provide outstanding service by meeting and speaking with members to uncover financial needs.
• Open and service deposit accounts for members.
• Assist members with service needs, including wire transfers and statement queries.
• Take loan applications, perform debt ratio analysis, and close loans.

Skills

Exceptional verbal and written communication skills

Strong time management

Organizational skills

Passion for providing outstanding service

Education

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

Tools

Microsoft Office suite

Web-based software packages

Job description

Community First Credit Union in Wisconsin is seeking a dedicated Member Service Representative. In this role, you will utilize your active listening and financial acumen to provide outstanding service to members, helping them meet their financial needs with appropriate solutions.

The ideal candidate will possess an Associate's degree and two years of relevant experience, with excellent communication skills and a passion for member services.