Member Contact Service Specialist

Community First Credit Union | Wisconsin • Neenah, WI

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About The Position

The Member Contact Service Specialist provides phone-based service to Community First members and staff. The role answers questions, processes transactions, provides education, and resolves issues while supporting the credit union’s service promise. The position works in a fast-paced, high-volume contact center and uses multiple software systems to support member relationships.

The Member Contact Center operates from 7 a.m. to 6 p.m. Monday through Friday and 7 a.m. to 1 p.m. on Saturdays. The schedule encompasses these operating hours and includes a rotating Saturday morning.

Requirements

• High school diploma or equivalent.
• Two years of experience in financial services or a call center environment.
• Exceptional verbal communication skills.
• Advanced ability to multitask, prioritize, stay organized, and follow up.
• Strong knowledge of and experience with web-based software programs.
• Commitment to member service and a passion for seeking solutions.
• Ability to work hard, find solutions, and have fun.

Nice To Haves

• Associate’s degree in banking or finance.

Responsibilities

• Provide exceptional phone service to internal and external members using multiple software systems.
• Maintain credit union service-level expectations and consistent call quality while handling a high volume of calls.
• Explain features and benefits of credit union products and services, and recommend products and services to members when appropriate.
• Process share withdrawal requests, fund transfers, pre-authorized credit line advances, outgoing wires, check orders, certificate renewals, and savings sub-share openings.
• Provide account information concerning balances, check clearings, deposits, postings, and statements.
• Process, record, and follow up on ACH and payroll distribution requests and TDs.
• Provide online banking and bill payer setup, support, and problem resolution for members and branch staff.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED