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Member Service Representative
Member Service RepresentativeWisconsin Staffing • Menasha, WI, US
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Member Service Representative

Member Service Representative

Wisconsin Staffing • Menasha, WI, US
19 days ago
Job type
  • Full-time
Job description

Job Posting

Job Requirements :

Assists members in opening new accounts, processing transactions, applying for loans, and providing accurate information on various financial products and services. Demonstrates efficiency and professionalism to members by providing warm, welcoming, and personalized service to every member who visits or contacts the credit union. Provides members with information regarding credit union products and services and refers the member to the appropriate person or department if unable to provide the member with information requested. Understands and assesses members' financial needs to educate on and offer suitable products and services that align with their goals. Educates members and assists as needed with the Interactive Teller Machines. Collaborates with other team members and departments to achieve organizational goals and maintain a positive and supportive work environment. Participates in community events and outreach programs to promote financial literacy and cultivate strong ties with local residents and organizations. This individual will work a varied schedule including working multiple Saturdays per month.

Other Experience and Qualifications :

High school diploma or equivalent. Minimum 1 years' experience working in a financial institution or service or sales related capacity or Associate's Degree. Strong written and verbal communication skills with the ability to work in direct, professional contact with a wide variety of people on a daily basis. Exhibits above average performance accuracy, productivity, and member service. Is punctual and maintains a neat, professional appearance and demonstrates proper business telephone etiquette. Working knowledge of software programs such as Microsoft Office and Windows programs. Detailed knowledge of the credit union and its services. Bilingual fluency preferred, but not required.

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Member Service Representative • Menasha, WI, US

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