Member Services Representative

Connexus Credit Union; Sauk City (WI); Remote; USD 10,000 - 60,000; Full time

Job summary

An innovative credit union seeks motivated individuals to provide exceptional customer service. As the first point of contact, you will assist members with financial transactions, promote credit union products, and build lasting relationships. The role offers a supportive environment where you can thrive personally and professionally, with comprehensive benefits and a focus on employee development. If you have a passion for helping others and a positive attitude, this is the perfect opportunity for you to shine in a rewarding career.

Benefits

20 days of paid time off

401K Retirement with employer match

Health, Dental, Vision insurance

Tuition Reimbursement

Paid Volunteer Time Off

Life insurance

Short-Term and Long-Term Disability

Professional development stipend

Qualifications

• High school diploma or equivalent is required.
• 1+ years of experience in sales, retail, or customer service preferred.

Responsibilities

• Identify and render the best service possible to all members.
• Assist members with financial transactions while maintaining confidentiality.
• Balance the cash drawer accurately on a daily basis.

Skills

Customer Service

Basic Math Skills

Verbal Communication

Problem Solving

Education

High School Diploma

Tools

Keyboarding Skills

10-Key Calculator Skills

Job description

Connexus Credit Union - Who We Are:

Serving members across all 50 states, Connexus Credit Union is a member-focused cooperative that is proud to return profits to member-owners through high yields for checking accounts and deposit products, as well as competitive rates on our loans. We are a remote first employer with the majority of our employees residing in the upper Midwest.

As an employer we foster collaboration and high performance to achieve excellence. We holistically care for and develop our employees to thrive personally and professionally. We are proud to share our success with our employees and those we serve.

Connexus offers an Amazing Benefits package:

• 20 days of paid time off and 8 paid holidays

• 16 hours of paid Volunteer Time Off

• 401K Retirement with up to 6% employer match

• Excellent Health, Dental, Vision insurance, including multiple plan options

• Health Savings Account with generous employer contributions

• Employer paid Life insurance, Short-Term and Long-Term Disability

• Tuition Reimbursement from $4,000 - $7,000 per calendar year

• Robust Learning and Development program that includes an annual professional development stipend

Starting wage of $16.50/hr and higher based on prior experience!

Bring your customer service experience and we will give you the tools and training to achieve excellence. If you have a hunger to learn and positive energy, join us for bankers' hours with teams and leaders who want you to be your personal and professional best.

Responsibilities:

• As the first point of contact for members, identify and render the best service possible to all members including the ability to interact with other departments within the organization to answer questions.

• Promptly and accurately assists members at the counter, drive-up, phone, or via mail correspondence with all financial transactions, including troubleshooting as necessary, while keeping information in the strictest confidence.

• Identify opportunities to strengthen the member relationship through quality account deposits, loan referrals and/or credit applications and further promote credit union products and services to members.

• On a daily basis, balance the cash drawer with no variations.

• Take initiative for your personal development and stay informed of all credit union products.

• Effectively use system contacts to convey information and problem solve.

Position Requirements:

• High school diploma or equivalent is Required.

• Demonstrated knowledge of basic math skills to count cash and balance cash drawer accurately and proficiently is Required.

• 1+ years of work experience in a sales, retail or customer service environment with demonstrated success in achieving established goals is preferred.

• Evidence of excellent verbal communication skills along with an outgoing personality that demonstrates a positive, friendly and energetic attitude.

• Ability to remain calm under pressure and to be entrusted with the handling of confidential and personal matters.

• Proficient keyboarding and 10- key calculator skills, along with the knowledge and ability to efficiently navigate among numerous computer systems.

• Demonstrated ability to be a team player, with willingness to work in a fast-paced, flexible environment.

Connexus Credit Union's Employer Recognitions:

• 2024 Best in Class Employer, Gallagher

• 2025 Best Place to Work in IT, Computer World

Equal Opportunity Employer/Disabled/Veterans/41 CFR 60-1.4, 41 CFR 60-1.35