Community First Credit Union | Wisconsin · 1 day ago
Travel Member Service Representative
Oshkosh, Wisconsin, United States
Full-time
Onsite
Entry, Mid Level
2+ years expCommunity First Credit Union is a financial institution dedicated to providing excellent service to its members. As a Member Service Representative, you will engage with members to uncover their financial needs and offer appropriate solutions, ensuring an exceptional customer experience.
FinanceFinancial ServicesRisk ManagementWealth Management
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
Qualification
Required
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
Company
Community First Credit Union | Wisconsin
Community First isn’t just a name – it’s a promise. Driven by the power of ‘people helping people,’ we’ve come a long way since our humble beginnings.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Catherine Tierney
President/CEO
Chad Bostick
Chief Financial Officer
Company data provided by crunchbase