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CoVantage Credit Union · 1 day ago

Member Service Representative

Plover, WI

Full-time

Onsite

Entry Level

$17.50/hr - $30.79/hr

1+ years exp

CoVantage Credit Union is looking for a Full-Time Member Service Representative for their Plover branch. In this role, you will assist members with various transactions, provide personalized service, and promote financial literacy through community engagement.

BankingFinancial Services

Culture & Values

Responsibilities

Assists members in opening new accounts, processing transactions, applying for loans, and providing accurate information on various financial products and services

Demonstrates efficiency and professionalism to members by providing warm, welcoming, and personalized service to every member who visits or contacts the credit union

Provides members with information regarding credit union products and services and refers the member to the appropriate person or department if unable to provide the member with information requested

Understands and assesses members' financial needs to educate on and offer suitable products and services that align with their goals

Collaborates with other team members and departments to achieve organizational goals and maintain a positive and supportive work environment

Participates in community events and outreach programs to promote financial literacy and cultivate strong ties with local residents and organizations

Qualification

Financial institution experienceCommunication skillsMicrosoft OfficeCredit union knowledgeBilingual fluencyProfessional appearanceBusiness telephone etiquette

Required

High school diploma or equivalent

Minimum 1 years' experience working in a financial institution or service or sales related capacity or Associate's Degree

Strong written and verbal communication skills with the ability to work in direct, professional contact with a wide variety of people on a daily basis

Exhibits above average performance accuracy, productivity, and member service

Is punctual and maintains a neat, professional appearance and demonstrates proper business telephone etiquette

Working knowledge of software programs such as Microsoft Office and Windows programs

Detailed knowledge of the credit union and its services