Member Services Representative

WESTconsin Credit Union; Menomonie (WI); On-site; USD 30,000 - 45,000; Part time

Job summary

Join a progressive team at WESTconsin Credit Union as a Member Services Representative, where you'll provide exceptional customer service and assist members with various banking needs. This role involves account management, transaction processing, and a chance to work in a dynamic service environment. If you have a passion for helping others and enjoy a collaborative team atmosphere, we encourage you to apply!

Benefits

Generous 401(k) with employer match

Competitive compensation

Paid holidays

Qualifications

• Proven track record in a sales/customer service environment.
• Proficiency in basic computer, data entry, and typing skills.
• Ability to work a part-time, flexible schedule and a Saturday rotation.

Responsibilities

• Opens and closes customer accounts and processes necessary paperwork.
• Balances cash drawers and prepares daily balancing reports.
• Evaluates member needs and refers them to appropriate services.

Skills

Customer service

Sales

Communication

Data entry

Positive attitude

Education

High School Diploma or Equivalent

Job description

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Job Requirements

WESTconsin Credit Union is seeking a talented Member Services Representative who has a passion for customer service. You will be working in our Altoona Office, where conversation and getting to know our members is a privilege. Our Member Service Representatives work collaboratively with the Office Supervisor and entire Member Services team. The Member Services Representative is comfortable modeling a proactive approach to helping members identify needs and offering products and services to meet those needs. If you desire an exciting, new career and this sounds like a way you’d like to spend your day, we encourage you to apply!

Primary Responsibilities

• Opens new share accounts (savings, checking, money market, certificate, commercial, organizational, and benefit accounts, individual retirement, health savings accounts, trust accounts, estate, custodial, and guardianship accounts) or closes existing accounts by gathering and entering necessary information into computer system; and processes necessary paperwork.
• Posts transactions on computer system including deposits, withdrawals, loan payments, transfers, check cashing, credit and cash advances; and handles money order, travelers check, and certified check purchases.
• Evaluates member needs by asking appropriate questions and listening carefully; and refers members to appropriate employees.
• Offers and encourages the use of products that meet member needs.
• Provides Savings, Loan, And Other Product Features, Benefits, And Information (including savings, checking, money market, certificate, and individual retirement accounts, CALL-24, direct deposit, ATM/debit cards, stop payments, savings bonds, safe deposit boxes, consumer and line of credit loans, credit cards, extended warranty coverage, and credit life and disability insurance).
• Balances teller cash drawer; notifies supervisor of cash variations; prepares daily balancing reports; and balances.

Qualifications

• High School Diploma Or Equivalent
• Proven track record in a sales/customer service environment
• Proficiency in basic computer, data entry, and typing skills
• Positive attitude, professional image, and self-motivation
• Excellent oral and written communication skills
• Ability to work a part-time, flexible schedule and a Saturday rotation

Why WESTconsin?

• A generous 401(k) with company contribution and match
• Competitive compensation
• Paid holidays

Visit WESTconsin Careers. We are an equal opportunity employer. For more information or to apply, please go to our website. Do not email your resume as we only accept applications through our website.

Apply online at: www.westconsincu.org