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Capital Credit Union · 1 week ago

Digital Member Service Representative

Green Bay, Wisconsin, United States

Full-time

Onsite

New Grad, Entry Level

0+ years exp

Capital Credit Union is dedicated to strengthening communities by providing exceptional service to its members. The Digital Member Service Representative assists digital members with processing and onboarding deposit and loan applications, focusing on member relationships and promoting Credit Union products.

Banking

Work & Life Balance

Responsibilities

Assists members in the area of consumer lending by phone, video or online applications. This may include, but is not limited to, taking and closing loan applications and answering member questions

Assists members in the area of new accounts by phone, video meetings or online applications. This may include, but is not limited to, opening new accounts, answering member questions, and selling and servicing the products and services offered by the Credit Union

Educates members about digital options and other products Capital Credit Union has to offer. 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, share drafts, share certificates, credit cards, home banking, debit cards, and direct deposit. Occasionally talking to members about online banking

Corresponds with the membership on eligibility requirements for accounts and loans

Discusses special promotions and makes member referrals to Mortgage Lenders and Capital Investment Group, including arranging member appointments

May perform miscellaneous duties, including, but not limited to, compiling data for rate surveys, closed account surveys, and outbound members surveys

Maintains working knowledge of the online banking system

Concentrates on building financial relationships with members, using a member advocacy approach

Maintains an effective working knowledge, including the technical aspects, of the Credit Union’s products and services

Responsible for the accuracy, follow up, and maintenance of all types of accounts on the computer system

Interprets key documents and makes decisions based on our policies and member data

Cross-sells applicable Credit Union products and services to new and existing members, presenting necessary information suited to members’ needs

Assists in preparing procedures and documentation for the position

May assist in training new employees

Maintains a strong understanding of the general functions of Credit Union departments and workflows in order to achieve first-call resolution whenever possible

Qualification

Microsoft OfficeOnline banking systemsConsumer lendingAnalytical abilitySales skillsInterpersonal skillsAttention to detail

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 operate an on-line computer terminal (including a good working knowledge of Microsoft Office software such as Word and Excel, the core computer system, Velocity & E-Mail), 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 75% 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

Ability to stay in one place or work in a confined area for extended periods of time and to move about for up to ten percent of work time in order to distribute correspondence

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.

Founded in 1927

Green Bay, WI, US

201-500 employees