Member Service Representative

Community First Credit Union

New London, WIOn-siteFull time
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Location
New London, WI
Work style
On-site
Job type
Full time
Posted
Oct 30
2 days ago
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About the company

Community First Credit Union

2 to 10 employees

Community First Credit Union on LinkedIn

What you'll do

  • Meet with members to uncover financial needs and provide appropriate solutions
  • Provide solutions within credit union policies and procedures
  • Open, service, and close deposit accounts
  • Take loan applications, analyze debt ratio and collateral, obtain approval, and close loans
  • Customize protection solutions for applicable lending products
  • Address questions about mortgage, commercial, and other products or services
  • Promote and cross-sell products and services based on member needs

What you need

  • 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 suite and web-based software packages
  • Prior lending and financial services experience (preferred)

Key skills

active listeningfinancial acumentime managementorganizational skillsMicrosoft Officeweb-based software packagesdebt ratio/collateral analysis

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Read the full posting here
We 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 union Open and service deposit accounts for members or prospective members, including savings, checking, certificates, money markets, HSA, IRA, ACH, and ATM. Also, close accounts when necessary Assist members with service needs, including wire transfers, payroll deduction/direct deposit, check and ATM requests, and statement queries Assist members in the successful resolution of questions or concerns they may have regarding their accounts at Community First Take loan applications, perform debt ratio/collateral analysis, obtain approval, close loan, and complete file Customize protection solutions for all applicable lending products, including payment protection, GAP, and warranty Address member questions about mortgage loans, commercial loans, credit cards, and other products or services Promote and cross-sell based on member needs all credit union products and services to increase services per household and deepen member relationships We are open in the lobby from 8:30 to 5 p.m. Monday through Wednesday, and from 8:30 to 6 p.m. on Thursday and Friday. On Saturdays, we are open in both the lobby and the driveup from 8 a.m. until noon. The schedule for this position encompasses our hours of operation, including a rotating Saturday morning. An ideal candidate will have a combination of: Associate's degree in banking, finance, business, or a related field Two years of relevant experience; prior lending, and financial services experience is preferred Exceptional verbal and written communication skills, strong time management, and organizational skills Familiarity with Microsoft Office suite and web-based software packages Passion for providing outstanding service to our members - internal and external The ability to work hard, find solutions and have fun

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