Member Service Representative

Company:  Community First Credit Union
Location: De Pere
Closing Date: 23/10/2024
Hours: Full Time
Type: Permanent
Job Requirements / Description

DescriptionWe believe passionate people provide excellent service. As our Member Service Representative, your active listening skills, "find a way" attitude, and financial acumen will solidify your role as a valued partner for our members. Our strong branch traffic shows there's still something special about the face-to-face conversations you’ll support. Having relationship-based discussions to uncover a member’s financial needs will allow you to offer exceptional consumer deposit and loan products solutions. If you seek meaningful work and aspire to create a positive, life-changing difference in your community, we'd like to talk with you!As our Member Service Representative, you will:Provide outstanding service by meeting and speaking with members to uncover financial needs and provide appropriate solutions utilizing products and services available within Community First. Provide solutions within the governing policies and procedures of the credit unionOpen and service deposit accounts for members or prospective members, including savings, checking, certificates, money markets, HSA, IRA, ACH, and ATM. Also, close accounts when necessaryAssist members with service needs, including wire transfers, payroll deduction/direct deposit, check and ATM requests, and statement queriesAssist members in the successful resolution of questions or concerns they may have regarding their accounts at Community FirstTake loan applications, perform debt ratio/collateral analysis, obtain approval, close loan, and complete fileCustomize protection solutions for all applicable lending products, including payment protection, GAP, and warrantyAddress member questions about mortgage loans, commercial loans, credit cards, and other products or servicesPromote and cross-sell based on member needs all credit union products and services to increase services per household and deepen member relationshipsAn ideal candidate will have a combination of:Associate's degree in banking, finance, business, or a related fieldTwo years of relevant experience; prior lending, and financial services experience is preferredExceptional verbal and written communication skills, strong time management, and organizational skillsFamiliarity with Microsoft Office suite and web-based software packagesPassion for providing outstanding service to our members - internal and externalThe ability to work hard, find solutions and have fun

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