Member Services Specialist – Banking & Loans

Community First Credit Union; Appleton (WI); On-site; USD 35,000 - 45,000; Full time

Job summary

A financial institution in Appleton is seeking a Member Service Representative who will provide excellent service to members by listening actively and offering appropriate financial solutions. The successful candidate will assist with opening accounts, handling loan applications, and addressing member queries. Strong communication skills and a background in finance are highly valued. Join us in making a positive impact in the community while working in a supportive environment. Enjoy a schedule that includes rotating Saturday mornings.

Qualifications

• 2 years of relevant experience, preferably in lending and financial services.
• Passion for providing outstanding service to members, both internal and external.

Responsibilities

• Meet and speak with members to uncover financial needs and provide solutions.
• Open and service deposit accounts for members.
• Assist members with service needs including transfers and account queries.
• Take loan applications and perform related analysis.
• Promote and cross-sell credit union products and services.

Skills

Active listening skills

Financial acumen

Time management

Organizational skills

Verbal communication

Written communication

Education

Associate's degree in banking, finance, business, or related field

Tools

Microsoft Office suite

Web-based software packages

Job description

A financial institution in Appleton is seeking a Member Service Representative who will provide excellent service to members by listening actively and offering appropriate financial solutions. The successful candidate will assist with opening accounts, handling loan applications, and addressing member queries. Strong communication skills and a background in finance are highly valued. Join us in making a positive impact in the community while working in a supportive environment. Enjoy a schedule that includes rotating Saturday mornings.