Member Service Representative
CoVantage Credit Union•Town of Hewitt, WI
•Onsite
About The Position
This is an opportunity to join the team as a Full-Time Member Service Representative at the Wausau branch. As a Member Service Representative, you will be the face of the credit union, building connections with members and ensuring they receive personalized assistance to meet their financial needs. You will be in direct contact with members, assisting on a variety of transactions ranging from opening accounts to applying for loans.
Requirements
- High school diploma or equivalent
- Minimum 1 years' experience working in a financial institution or service or sales related capacity or Associate's Degree
- Strong written and verbal communication skills with the ability to work in direct, professional contact with a wide variety of people on a daily basis
- Exhibits above average performance accuracy, productivity, and member service
- Is punctual and maintains a neat, professional appearance and demonstrates proper business telephone etiquette
- Working knowledge of software programs such as Microsoft Office and Windows programs
- Detailed knowledge of the credit union and its services
Nice To Haves
- Bilingual fluency preferred, but not required
Responsibilities
- Assists members in opening new accounts, processing transactions, applying for loans, and providing accurate information on various financial products and services
- Demonstrates efficiency and professionalism to members by providing warm, welcoming, and personalized service to every member who visits or contacts the credit union
- Provides members with information regarding credit union products and services and refers the member to the appropriate person or department if unable to provide the member with information requested
- Understands and assesses members' financial needs to educate on and offer suitable products and services that align with their goals
- Educates members and assists as needed with the Interactive Teller Machines
- Collaborates with other team members and departments to achieve organizational goals and maintain a positive and supportive work environment
- Participates in community events and outreach programs to promote financial literacy and cultivate strong ties with local residents and organizations
Benefits
- 401k employer match of up to 200%
- a bonus of annual salary up to 4%
- a generous employer HSA contribution
- paid time off for community service
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
Number of Employees
101-250 employees
