Senior Member Services Representative

connexuscu; Madison (WI); On-site; USD 22,000 - 31,000; Full time

Benefits offered by this job

PTO & holidays

Volunteer time off

401K with match

Health insurance

Health Savings Account

Life insurance

Disability

Tuition reimbursement

Learning & development stipend

Job summary

Connexus Credit Union in Wisconsin is seeking a friendly Member Services Representative to greet members, process transactions, and promote Connexus products. You will build relationships, educate on financial options, and help members achieve their goals.

Responsibilities include handling cash, balancing daily receipts, and supporting branches regionally. Connexus offers a strong benefits package and opportunities for professional growth.

Qualifications

• Demonstrated ability to provide friendly, best-in-class service.
• Experience handling cash accurately and balancing cash drawer.
• Ability to work in a fast-paced, customer-focused environment.

Responsibilities

• Builds and maintains professional relationships with members and colleagues.
• As the first contact, provide excellent service and promote Connexus products.
• Process member transactions at the counter, drive-up, phone or mail with confidentiality.
• Educate members about deposit/loan options and upsell when appropriate.
• Open deposit accounts and loans with accuracy and compliance.
• Assist with audits and branch duties, and support training for new staff.
• Balance cash drawer daily with minimal errors and respond to chat queues as needed.
• Protect assets and mitigate risk by following policies and procedures.

Skills

Customer service

Cash handling

Interpersonal skills

Verbal communication

Team player

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 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 $19.00/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, while keeping information in the strictest confidence.

• Educate our members about opportunities to enhance their financial landscape, while promoting Connexus products, services or policies.

• Develop working knowledge of deposit and loan products, accurately open deposit accounts and loans, and upsell where appropriate to effectively build relationships.

• Research, troubleshoot and resolve complex member inquiries about credit union services and accounts.

• Assist Branch Manager and Supervisor with compliance duties, such as vault and TCR audits.

• Mentor, onboard, and help train new Member Services Representatives.

• 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.

• Protect member and credit union assets and mitigate risk by identifying and preventing fraudulent or suspicious activity.

• Perform other duties, branch support and projects as assigned.

Position Requirements:

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

• 2+ years of work experience in a sales, retail or customer service environment with demonstrated success in achieving established goals by using independent judgment 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.

• 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.

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

• Ability to travel to other branches within the area as necessary.

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