Member Finance Representative

Educators Credit Union • Mukwonago, WI

50d • Onsite

About The Position

Do you love building relationships? Like to learn and share your knowledge with someone who needs it? You're the perfect candidate to become a Member Finance Representative (MFR). MFRs use their knowledge to educate members on how to overcome the barriers that are keeping them from their goals.

Assists members with opening and closing accounts, answers questions about products and services and resolves problems that are within their authority to resolve.
Interview members, receive loan applications and process new loans.
Educate and advise members to make educated decisions about their accounts, to ensure our members are meeting their financial goals.
Assures that appropriate records are maintained, required reports are prepared, and member account information is current on the computer system.
Performs other job-related duties as assigned.

Requirements

• A significant level of trust and diplomacy is required, in addition to normal courtesy and tact.
• Work involves extensive personal contact with others and/or can be of a personal or sensitive nature.
• Work may involve motivating or influencing others.
• Outside contacts become important and fostering sound relationships with other entities (companies and/or individuals) becomes necessary.
• Must enjoy working with people, be professional in appearance and disposition, have good communication skills, and be honest.
• Able to apply knowledge to educate and advise members.
• Must be able to work as part of a team.
• Accuracy and ability to operate computers and related office equipment as necessary.
• High School diploma or equivalent.
• Must enjoy working with people, be professional in appearance and disposition, have good communication skills, and be honest. Able to apply knowledge to educate and advise members. Must be able to work as part of a team.
• Physical requirements include: standing, sitting, walking, stair climbing (if applicable) using hands and fingers, talking, hearing, visual acuity, reaching including above the shoulder, occasional stooping or crouching, and lifting a maximum of 50 pounds.
• Equipment used includes, but is not limited to: computer, keyboard, mouse, telephone, copiers, printers, fax machine, teller drawers, cash dispense machines, drive through carriers, coin machines, filmers, scanners, card machines, atms, alarm systems, carts for pulling, and step ladders.

Nice To Haves

• Bilingual in Spanish/English is a plus.

Responsibilities

• Assists members with opening and closing accounts, answers questions about products and services and resolves problems that are within their authority to resolve.
• Interview members, receive loan applications and process new loans.
• Educate and advise members to make educated decisions about their accounts, to ensure our members are meeting their financial goals.
• Assures that appropriate records are maintained, required reports are prepared, and member account information is current on the computer system.
• Performs other job-related duties as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 101-250 employees