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Educators Credit Union · 1 week ago

Member Finance Representative

Mukwonago, WI, US

Full-time

Onsite

New Grad, Entry Level

Educators Credit Union is a financial institution seeking a Member Finance Representative (MFR) who is passionate about building relationships and educating members. The MFR will assist members with account management, loan applications, and provide guidance to help them achieve their financial goals.

Financial Services

Responsibilities

Assists members with opening and closing accounts, answers questions about products and services and resolves problems that are within their authority to resolve

Interview members, receive loan applications and process new loans

Educate and advise members to make educated decisions about their accounts, to ensure our members are meeting their financial goals

Assures that appropriate records are maintained, required reports are prepared, and member account information is current on the computer system

Performs other job-related duties as assigned

Qualification

Bilingual in Spanish/EnglishCommunication skillsTeamworkTrustDiplomacyMotivating othersEducating membersComputer proficiency

Required

A significant level of trust and diplomacy is required, in addition to normal courtesy and tact

Work involves extensive personal contact with others and/or can be of a personal or sensitive nature

Work may involve motivating or influencing others

Outside contacts become important and fostering sound relationships with other entities (companies and/or individuals) becomes necessary

Bilingual in Spanish/English is a plus

Mandatory Saturdays

Must enjoy working with people, be professional in appearance and disposition, have good communication skills, and be honest

Able to apply knowledge to educate and advise members

Must be able to work as part of a team

Accuracy and ability to operate computers and related office equipment as necessary

High School diploma or equivalent

Physical requirements include: standing, sitting, walking, stair climbing (if applicable) using hands and fingers, talking, hearing, visual acuity, reaching including above the shoulder, occasional stooping or crouching, and lifting a maximum of 50 pounds

Equipment used includes, but is not limited to: computer, keyboard, mouse, telephone, copiers, printers, fax machine, teller drawers, cash dispense machines, drive through carriers, coin machines, filmers, scanners, card machines, atms, alarm systems, carts for pulling, and step ladders

Company

Educators Credit Union

Serving Southeast Wisconsin Since 1937 Educators Credit Union was founded by teachers in 1937 so members could borrow and save money at fair and reasonable interest rates.

Founded in 1937