Member Service Representative
Community First Credit Union | Wisconsin · New London, WI, US
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About the Role
As our Member Service Representative, your active listening skills, "find a way" attitude, and financial acumen will solidify your role as a valued partner for our members. Our strong branch traffic shows there's still something special about the face-to-face conversations you’ll support. Having relationship-based discussions to uncover a member’s financial needs will allow you to offer exceptional consumer deposit and loan products solutions. If you seek meaningful work and aspire to create a positive, life-changing difference in your community, we'd like to talk with you!
Responsibilities
- Provide outstanding service by meeting and speaking with members to uncover financial needs and provide appropriate solutions utilizing products and services available within Community First.
- Provide solutions within the governing policies and procedures of the credit union.
- Open and service deposit accounts for members or prospective members, including savings, checking, certificates, money markets, HSA, IRA, ACH, and ATM. Also, close accounts when necessary.
- Assist members with service needs, including wire transfers, payroll deduction/direct deposit, check and ATM requests, and statement queries.
- Assist members in the successful resolution of questions or concerns they may have regarding their accounts at Community First.
- Take loan applications, perform debt ratio/collateral analysis, obtain approval, close loan, and complete file.
- Customize protection solutions for all applicable lending products, including payment protection, GAP, and warranty.
- Address member questions about mortgage loans, commercial loans, credit cards, and other products or services.
- Promote and cross-sell based on member needs all credit union products and services to increase services per household and deepen member relationships.
Requirements
- Associate's degree in banking, finance, business, or a related field.
- Two years of relevant experience; prior lending, and financial services experience is preferred.
- Exceptional verbal and written communication skills, strong time management, and organizational skills.
- Familiarity with Microsoft Office suite and web-based software packages.
- Passion for providing outstanding service to our members - internal and external.
- The ability to work hard, find solutions and have fun.
Skills
- Active listening
- Financial acumen
- Relationship-based discussions
- Verbal communication
- Written communication
- Time management
- Organizational skills
- Microsoft Office suite
- Web-based software packages
Location
- Onsite
Work Type
- Full-time
Experience Level
- 2 years
Education Level
- Associate's degree
About the Company
- Community First is a credit union.