Member Service Representative
Community First Credit Union | Wisconsin · Appleton, WI · 2 wk ago
On-siteOTHRFull-time
What You Will Do
- 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.
- Close accounts when necessary.
- Aid members with service needs, including wire transfers, payroll deduction/direct deposit, check and ATM requests, and statement queries.
- Aid 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.
- Counsel members on customized 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.
What You Should Have
- An 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.
- A passion for providing outstanding service to our members - internal and external.
- The ability to work hard, find solutions and have fun.
Schedule
We are open in the lobby from 8:30 to 5 p.m. Monday through Wednesday, and from 8:30 to 6 p.m. on Thursday and Friday. On Saturdays, we are open in both the lobby and the driveup from 8 a.m. until noon. The schedule for this position encompasses our hours of operation, including a rotating Saturday morning.
Benefits
Commensurate with experience.
Pay
Commensurate with experience.