Member Services Representative

Connexus Credit Union; Wisconsin; Hybrid; USD 19,000 - 28,000; Full time

Benefits offered by this job

PTO 20 days

10 holidays

401K with up to 6% match

Health Insurance

Health Savings Account

Life Insurance

Disability

Tuition Reimbursement

Professional development stipend

Job summary

Connexus Credit Union is a member-focused cooperative serving members across all 50 states. We are a remote-first employer with a strong commitment to developing our employees while delivering high-value financial services.

We offer a comprehensive benefits package and a starting wage of $17.00 per hour, with increases based on experience. This role emphasizes professional growth, tuition reimbursement, and a proactive, customer-first mindset in a fast-paced environment.

Qualifications

• Cash handling experience and basic math skills are required.
• Minimum 1+ year in sales, retail, or customer service with goal attainment.

Responsibilities

• Builds and maintains professional relationships with members and colleagues.
• Provide best-in-class service as the first point of contact for members across channels.
• Assist members with financial transactions at counter, drive-up, phone, or mail.
• Educate members on Connexus products and services to enhance their financial landscape.
• Complete transactions accurately while following guidelines and procedures.
• Balance cash drawer daily with minimal errors.

Skills

Cash handling

Customer service

Communication

Sales

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.

Benefits

• 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
• 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 $17.00/hr. and higher based on prior experience!

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.
• 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.

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

Workforce Philosophy

Let's face it – everything has changed: where we do our work, how we communicate and collaborate, what we expect of our employer. Connexus Credit Union embraces that change and is continually designing new ways to put our people first.

Remote Position Requirements

Connexus requires that remote employees must reside in one of the following states to be considered for any of our remote positions: FL, IL, IN, IA, MI, MN, MO, OH, TX, WI.