Member Service Representative

Community First Credit Union | Wisconsin • Neenah, WI

11d • Onsite

About The Position

The Member Service Representative provides relationship-based, face-to-face service to credit union members. The role involves listening to members, identifying their financial needs, and offering appropriate consumer deposit and loan products and services within Community First’s policies and procedures. The position works according to branch operating hours, including a rotating Saturday morning.

Requirements

• Associate’s degree in banking, finance, business, or a related field.
• Two years of relevant experience.
• Exceptional verbal and written communication skills.
• Strong time-management and organizational skills.
• Familiarity with Microsoft Office and web-based software packages.
• Passion for providing outstanding service to internal and external members.
• Ability to work hard, find solutions, and have fun.

Nice To Haves

• Prior lending experience.
• Financial services experience.

Responsibilities

• Meet and speak with members to identify financial needs and provide appropriate solutions using Community First products and services, while following credit union policies and procedures.
• Open, service, and when necessary close deposit accounts, including savings, checking, certificates, money markets, HSA, IRA, ACH, and ATM accounts.
• Help members with wire transfers, payroll deduction and direct deposit, check and ATM requests, and statement inquiries.
• Resolve members’ questions and concerns about their Community First accounts.
• Take loan applications; perform debt-ratio and collateral analysis; obtain approval; close loans; and complete loan files.
• Customize protection solutions for applicable lending products, including payment protection, GAP, and warranties.
• Answer member questions about mortgage loans, commercial loans, credit cards, and other products or services.
• Promote and cross-sell credit union products and services based on member needs to increase services per household and deepen member relationships.

What This Job Offers

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