Member Financial Representative

Connexus Credit Union • Chetek, WI

34d • Remote

About The Position

Connexus Credit Union is a member-focused cooperative serving members across all 50 states, returning profits to member-owners through high yields and competitive loan rates. As a remote-first employer, we foster collaboration and high performance, holistically caring for and developing our employees to thrive personally and professionally. We are proud to share our success with our employees and those we serve. This role offers an opportunity to engage members in financial reviews, open new loan and deposit products, and build valuable relationships through various communication channels. The position requires developing a working knowledge of products, accurately opening memberships, and promoting credit union services through outbound sales calls. The representative will also educate team members, monitor industry changes, assist members with transactions, troubleshoot issues, and collaborate with other departments. The role involves taking initiative for personal development, providing leadership to colleagues, initiating or following up on home equity and mortgage inquiries, and identifying opportunities for process improvement.

Requirements

• Associate’s degree or commensurate experience is Required.
• 1+ years of prior work experience in sales or customer service is Required.
• Uses courtesy and workplace professionalism and interacts with co-workers and members.
• Demonstrates behaviors that support our values and culture.
• 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.
• Self-starter with a strong desire to learn, work, and think independently.
• Demonstrates strong interpersonal skills, fostering relationships with internal and external contacts, serving as a reliable point of contact for inquiries, requests, and information.
• Demonstrates the ability to exercise sound judgment and decision-making skills in handling day-to-day tasks and resolving routine issues independently, while knowing when to escalate more complex matters to leadership.
• Knowledge and ability to efficiently navigate among numerous computer systems.
• Utilizes the Universal Service Model when working with members.

Responsibilities

• Engage members in robust and proactive financial review conversations resulting in personalized recommendations based on their unique needs; open new loan and deposit products, and build ongoing and valuable relationships.
• Assist members through a variety of channels, including in person, over the phone, and digitally.
• Develop working knowledge of deposit and loan products, accurately open memberships and upsell appropriate accounts to effectively build relationships and achieve goals.
• Responsible for developing additional business by promoting credit union products and services through building and maintaining strong member relationships including making outbound sales calls.
• Educates team members on new or existing products and services; monitors industry changes and advises branch manager of needed changes.
• Promptly and accurately assists members at the counter, drive-up, digitally, phone or via mail correspondence with all financial transactions, including troubleshooting as necessary.
• Solve members service issues and find solutions for complex application and maintenance issues.
• Identify and render the best service possible to all members including the ability to interact with other departments within the organization to answer questions.
• Take initiative for your personal development and stay informed of all credit union products and services as they relate to your role.
• Provide leadership to colleagues with systems overrides and leading opening and closing procedures of branches.
• Initiates or follows up on home equity and/or mortgage inquiries by providing guidance to the applicant on product features, rates and terms and facilitating a complete credit application.
• Identifies opportunities to improve work processes and outcomes, and actively participates in improvement initiatives.

Benefits

• 20 days of paid time off
• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree