Capital Credit Union · 3 weeks ago
Member Service Representative
Appleton, WI
Full-time
Onsite
New Grad, Entry Level
0+ years expCapital Credit Union is committed to strengthening communities by providing excellent member service. The Member Service Representative is responsible for building financial relationships with members, promoting products and services, and assisting with consumer lending and new accounts.
Banking
No H1B
Responsibilities
Concentrates on building financial relationships with members, using a member advocacy approach
Educates members about Home Banking, E-Services and other products
Promotes applicable Credit Union products and services to new and existing members, presenting necessary information suited to members’ needs, including but not limited to all types of consumer loans, debt protection, GAP, shares, sharedrafts, share certificates, IRAs, credit cards, home banking, debit cards, and direct deposit
Maintains an effective working knowledge, including the technical aspects of the products listed above
Helps members determine the suitability of those products
Accurately maintains and follows-up on all types of accounts on the computer system
Interprets key documents and makes decisions based on policies and member data
Corresponds with the membership on eligibility requirements for accounts and loans and denials of credit
Answers member questions as well as other employees’ questions concerning the broad range of Credit Union products and information
Assists in preparing procedures and documentation for the position
May be required to handle teller functions, including responsibility for a cash drawer
May be required to open/close branch, following all applicable procedures and policies
May assist in training new employees
Qualification
Required
Ability to read, write, and comprehend detailed and technical instructions, short correspondence, and memos; the ability to add, subtract, multiply, and divide using whole numbers, common fractions, and decimals as normally acquired through completion of a high school education
Ability to pass a federal criminal background check and be listed on the Federal Mortgage Loan Officer registry as required by The S.A.F.E. Act
Ability to operate an on-line computer terminal, word processing, email, and adding machine as normally acquired through a basic course or one to three months of on-the-job experience
Comprehensive knowledge of the products, services, and procedures needed to process transactions as normally acquired through three to six months of on-the-job experience
Ability to concentrate on and pay close attention to detail for over fifty percent of work time. Must be able to closely examine documentation. Requires a high degree of accuracy
Analytical ability necessary to research and resolve member problems and determine the appropriate course of action
Interpersonal skills necessary to deal effectively and efficiently with a diverse group of members in various degrees of stressful situations. Requires strong communication/listening skills to deal diplomatically and effectively with sensitive situations. Demonstrates strong motivation and sales skills
Ability to exercise a high degree of independent judgment when addressing member concerns. Must be supportive of the overall business objectives
Company
Capital Credit Union
Capital Credit Union is a not-for-profit financial institution in Northeastern Wisconsin, which focuses on the needs of over 120,000 members and growing.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Stephen Zich, MBA, CSME
SVP/Chief Marketing Officer
Dave Englebert
Chief Commercial and Credit Officer
Recent News
2025-03-22
2025-03-21
2025-03-19
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