Summit Credit Union - Cottage Grove, WI
posted 7 days ago
Full-time - Entry Level
Cottage Grove, WI
Credit Intermediation and Related Activities
About the position
This position is responsible for prompt, courteous, and thorough assistance to members and potential members using the telephone and other member access points. Candidates would be comfortable recommending Credit Union products and services that strengthen the member's financial situation and build long-term relationships with the Credit Union. Additionally, the role involves providing follow-up as promised to members and participating in company-wide and department goals and objectives. This position is hybrid and requires that you come into our Headquarters (Cottage Grove) three times per week.
Responsibilities
- Provide prompt and courteous assistance to members and potential members via telephone and other access points.
- Recommend Credit Union products and services to strengthen members' financial situations.
- Build long-term relationships with members and the Credit Union.
- Follow up with members as promised.
- Participate in company-wide and department goals and objectives.
Requirements
- Professional well-developed written and interpersonal communication skills essential for interacting with members and co-workers.
- Ability to elicit member information that can be used to strengthen member relationships.
- Requires judgment to solve day-to-day problems usually within established guidelines.
- High school diploma or equivalent.
- Minimum combined two years experience in at least two of the following areas: public contact/member service, call center, financial environment, or sales.
- In-depth knowledge of member self-service tools.
- Basic mathematical skills required, including the ability to perform interest, pay-off, dividend, and certificate penalty calculations.
- Basic knowledge of Microsoft Office Suite.
Benefits
- Onsite 24/7 gym
- Wellness Café
- Fun, collaborative environment
