Member Services Representative

Davita Inc.; Village of Rib Mountain (WI); Remote; Full time

Job summary

Connexus Credit Union is seeking a customer service representative who will serve as the first point of contact for members. You will be responsible for assisting with financial transactions, educating members on financial opportunities and maintaining high levels of customer service. This role requires strong mathematical skills, excellent communication abilities, and a customer-focused attitude. Join a remote-first team that prioritizes professional development and offers competitive pay.

Benefits

20 days of paid time off

401K Retirement with employer match

Excellent Health, Dental, and Vision insurance

Tuition Reimbursement

Qualifications

• 1+ years of experience in a sales, retail, or customer service environment preferred.
• Demonstrated ability in basic math and cash handling.
• Strong verbal communication skills and a positive, friendly attitude.

Responsibilities

• Provide best in class service to members and assist with financial transactions.
• Educate members about financial opportunities and promote products.
• Balance cash drawer daily and manage asset security.

Skills

Customer service

Communication

Mathematical 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:

• 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.

• Follows established routines under close supervision.

• 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:

• 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