Community First Credit Union - Appleton Wisconsin
Member Service Representative
Community First Credit Union - Appleton Wisconsin, Greenville, Wisconsin, United States, 54942
Overview
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! Responsibilities
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. Qualifications
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 Additional information
Seniority level: Entry level Employment type: Full-time Job function: Other Referrals increase your chances of interviewing at Community First Credit Union - Appleton Wisconsin by 2x Get notified about new Member Service Representative jobs in Greenville, WI. Additional roles
Member Service Representative (Teller)- 25 Hours Member Service Representative (Teller)- Full-Time Member Service Representative (Teller)- 20 Hours Customer Service Representative (Part-Time) Customer Service Representative - Remote Sales and Customer Service Representative Customer Service Representative (Loan Consultant II) Customer Service Specialist (Shared-Multiple Locations) We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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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! Responsibilities
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. Qualifications
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 Additional information
Seniority level: Entry level Employment type: Full-time Job function: Other Referrals increase your chances of interviewing at Community First Credit Union - Appleton Wisconsin by 2x Get notified about new Member Service Representative jobs in Greenville, WI. Additional roles
Member Service Representative (Teller)- 25 Hours Member Service Representative (Teller)- Full-Time Member Service Representative (Teller)- 20 Hours Customer Service Representative (Part-Time) Customer Service Representative - Remote Sales and Customer Service Representative Customer Service Representative (Loan Consultant II) Customer Service Specialist (Shared-Multiple Locations) We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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