Member Services Representative

Connexus Credit Union; Town of Chetek (WI); Remote; USD 19,000 - 28,000; Full time

Benefits offered by this job

PTO & holidays

Volunteer Time Off

401K with employer match

Health Savings Account

Life insurance & disability insurance

Tuition reimbursement

Professional development stipend

Job summary

Connexus Credit Union is a remote-first employer seeking motivated individuals for client service roles. Starting wage is $17.00/hr, with higher pay based on experience, and a comprehensive benefits package as listed in the posting.

The position emphasizes building professional member relationships, providing best-in-class service, and guiding members toward financial goals while promoting Connexus products.

Qualifications

• 1+ years in sales, retail, or customer service with success in meeting goals.
• Experience in cash handling and balancing cash drawer.
• Excellent verbal communication and outgoing personality.
• Ability to handle confidential information and stay calm under pressure.
• Willing to train; prior credit union/bank teller helpful but not required.

Responsibilities

• Builds and maintains professional relationships with members and colleagues; leverage interpersonal skills to achieve mutually beneficial outcomes.
• First point of contact for members; provide best-in-class service and make informed recommendations to help financial goals.
• Assist members at counter, drive-thru, phone or mail with various transactions; troubleshoot while keeping information confidential.
• Educate members about opportunities to enhance their financial landscape; promote Connexus products, services, policies.
• Complete member transactions accurately and efficiently; adhere to departmental and federal guidelines.
• Operate and balance cash drawer daily with minimal errors.
• Monitor and respond in chat queues to provide a seamless experience across channels.
• Protect assets through risk mitigation, fraud prevention and confidentiality.
• Achieve individual performance goals and contribute to branch targets.
• Take initiative for personal development and stay informed of products and procedures.

Skills

Customer service

Cash handling

Sales goals achievement

Verbal communication

Team player

Job description

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 10 paid holidays
• 16 hours of paid Volunteer Time Off
• 401K Retirement with up to 6% employer match
• 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 $17.00/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:

• Builds and maintains professional relationships with members and colleagues, leveraging interpersonal skills to achieve mutually beneficial outcomes.
• As the first point of contact for our members, provide best in class service and make informed recommendations to help our members achieve their financial goals.
• Promptly and accurately assists members at the counter, drive‑up, phone or via mail correspondence with all types of financial transactions, including troubleshooting as necessary, while keeping information in the strictest confidence.
• Educate our members about opportunities to enhance their financial landscape, while promoting Connexus products, services or policies.
• Complete member transactions accurately and efficiently, adhering to department, organizational and federal guidelines and procedures.
• Operate and balance cash drawer daily with minimal balancing errors.
• Monitor and respond as needed in chat queues in order to achieve interdepartmental synergy and provide members with a seamless experience, regardless of their contact channel.
• Protect member and credit union assets through risk mitigation, fraud prevention and confidentiality.
• Achieve individual performance goals as assigned and positively contribute to branch goal attainment.
• Take initiative for your personal development and stay informed of all credit union products, services and procedures.

Position Requirements:

• Demonstrated knowledge of basic math skills and cash handling experience 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.
• Prior experience working in a credit union or bank as a member service representative or teller is beneficial but not required as we are willing to train.
• Uses normal courtesy and workplace professionalism. Interacts with co‑workers and members. Demonstrates behaviors that support our values and culture.
• Evidence of excellent verbal communication skills along with an outgoing personality that demonstrates a positive, friendly and energetic attitude.
• Ability to be entrusted with the handling of confidential and personal matters and to remain calm under pressure.
• Demonstrated ability to be a team player, with willingness to work in a fast‑paced, flexible environment.

Connexus Credit Union's Employer Recognitions:

• 2026 Best Place to Work in IT, Computer World

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