Senior Member Services Representative

Connexus Credit Union • Rib Mountain, WI

1d • 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 on accounts 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 involves building and maintaining professional relationships, providing best-in-class service, and educating members about opportunities to enhance their financial landscape. The position requires a hunger to learn and positive energy, offering a supportive environment with teams and leaders dedicated to employee growth.

Requirements

• Demonstrated knowledge of basic math skills and cash handling experience to count cash and balance cash drawer accurately and proficiently is Required.
• 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.
• Ability to travel to other branches within the area as necessary.

Nice To Haves

• 2+ years of work experience in a sales, retail or customer service environment with demonstrated success in achieving established goals by using independent judgment is preferred.
• Prior experience working in a credit union or bank as a member service representative or teller is beneficial but not required as we are willing to train.
• Follows established routines under close supervision.

Responsibilities

• Builds and maintains professional relationships with members and colleagues, leveraging interpersonal skills to achieve mutually beneficial outcomes.
• As the first point of contact for our members, provide best in class service and make informed recommendations to help our members achieve their financial goals.
• Promptly and accurately assists members at the counter, drive-up, phone or via mail correspondence with all types of financial transactions, while keeping information in the strictest confidence.
• Educate our members about opportunities to enhance their financial landscape, while promoting Connexus products, services or policies.
• Develop working knowledge of deposit and loan products, accurately open deposit accounts and loans, and upsell where appropriate to effectively build relationships.
• Research, troubleshoot and resolve complex member inquiries about credit union services and accounts.
• Assist Branch Manager and Supervisor with compliance duties, such as vault and TCR audits.
• Mentor, onboard, and help train new Member Services Representatives.
• Complete member transactions accurately and efficiently, adhering to department, organizational and federal guidelines and procedures.
• Operate and balance cash drawer daily with minimal balancing errors.
• Monitor and respond as needed in chat queues in order to achieve interdepartmental synergy and provide members with a seamless experience, regardless of their contact channel.
• Protect member and credit union assets through risk mitigation, fraud prevention and confidentiality.
• Achieve individual performance goals as assigned and positively contribute to branch goal attainment.
• Protect member and credit union assets and mitigate risk by identifying and preventing fraudulent or suspicious activity.
• Perform other duties, branch support and projects as assigned.

Benefits

• 20 days of paid time off and 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: Senior
• Education Level: No Education Listed