Connexus Credit Union ยท 2 months ago
Member Services Representative
United States
Full-time
Remote
Entry Level
1+ years expConnexus Credit Union is a member-focused cooperative that serves members across all 50 states. The Member Services Representative will provide exceptional service to members, assist with financial transactions, and promote Connexus products while fostering professional relationships.
AccountingBankingFinancial Services
Responsibilities
Builds and maintains professional relationships with members and colleagues, leveraging interpersonal skills to achieve mutually beneficial outcomes
As the first point of contact for our members, provide best in class service and make informed recommendations to help our members achieve their financial goals
Promptly and accurately assists members at the counter, drive-up, phone or via mail correspondence with all types of financial transactions, including troubleshooting as necessary, while keeping information in the strictest confidence
Educate our members about opportunities to enhance their financial landscape, while promoting Connexus products, services or policies
Complete member transactions accurately and efficiently, adhering to department, organizational and federal guidelines and procedures
Operate and balance cash drawer daily with minimal balancing errors
Monitor and respond as needed in chat queues in order to achieve interdepartmental synergy and provide members with a seamless experience, regardless of their contact channel
Protect member and credit union assets through risk mitigation, fraud prevention and confidentiality
Achieve individual performance goals as assigned and positively contribute to branch goal attainment
Take initiative for your personal development and stay informed of all credit union products, services and procedures
Qualification
Required
Demonstrated knowledge of basic math skills and cash handling experience to count cash and balance cash drawer accurately and proficiently
Follows established routines under close supervision
Uses normal courtesy and workplace professionalism
Interacts with co-workers and members
Demonstrates behaviors that support our values and culture
Evidence of excellent verbal communication skills along with an outgoing personality that demonstrates a positive, friendly and energetic attitude
Ability to be entrusted with the handling of confidential and personal matters and to remain calm under pressure
Demonstrated ability to be a team player, with willingness to work in a fast-paced, flexible environment
Preferred
1+ years of work experience in a sales, retail or customer service environment with demonstrated success in achieving established goals
Benefits
20 days of paid time off and 8 paid holidays
16 hours of paid Volunteer Time Off
401K Retirement with up to 6% employer match
Excellent Health, Dental, Vision insurance, including multiple plan options
Health Savings Account with generous employer contributions
Employer paid Life insurance, Short-Term and Long-Term Disability
Tuition Reimbursement from $4,000 - $7,000 per calendar year
Robust Learning and Development program that includes an annual professional development stipend
Company
Connexus Credit Union
Connexus Credit Union provides accounting, financial, banking, loan, savings and credit services.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Boyd Gustke
President & Chief Executive Officer
Akin Agar
Chief Technology Officer
Recent News
PR Newswire
2025-08-26
NerdWallet
2024-05-24
Company data provided by crunchbase