Capital Credit Union · 7 hours ago
Front Desk Representative
Kimberly, WI
Part-time
Onsite
New Grad, Entry Level
0+ years expCapital Credit Union is committed to strengthening communities by providing high-quality service to its members. The Front Desk Representative will assist members in person and on the phone, delivering comprehensive Credit Union information and ensuring a welcoming environment.
Banking
Responsibilities
Welcomes all members upon their arrival to the facility
Creates an inviting space by assisting members and vendors in person, determine their needs, and refer them to the appropriate team members. Communicates wait times and may offer refreshments while they are waiting. If the appropriate team member is unavailable, this role may accept a message on their behalf and ensure it is promptly delivered, request alternative option to assist member, or if permitted may schedule appointment
Engage members in thoughtful conversation, this role identifies opportunities to share promotions and proactively connect individuals to expert resources—including Member Service Representatives, Mortgage Lenders, and the Capital Investment Group. Coordinating member appointments as needed, this approach fosters trust and encourages deeper engagement with the Credit Union’s full suite of services
Educates new and existing members about the credit union’s products and services tailored to support their financial well-being and deliver meaningful benefits
Process special member requests, including but not limited to account research, stop payments, wire transfers, ACH, check orders, and updating contact information
Maintains an effective working knowledge, including the technical aspects of the products and services offered to members. May include additional training in areas related
Address and resolve member concerns and complaints as needed, ensuring timely and effective solutions. Brings member questions and concerns to supervisor if attention and follow up is needed
May perform miscellaneous duties including, but not limited to, sorting mail, verifications of deposit, ordering bakery items, making coffee, organizing and cleaning kitchen, ordering and stocking branch and kitchen supplies, making popcorn, maintaining facility and delivery logs for the branch. Maintains a presentable lobby area for members and vendors. Log all vendors accessing the building. Completes miscellaneous projects for the organization including help with stuffers, process mail payments, process transactions for members that do not involve cash, open additional accounts for members such as savings and Certificates, assist with Digital Banking questions, assist with debit card printing and questions, perform Notary and Signature Guarantee services, send out holiday cards, and additional tasks as needed
Qualification
Required
Ability to read, write, and comprehend detailed and sometimes technical instructions, correspondence, and memos; and ability to add, subtract, multiply, and divide, using whole numbers, common fractions, and decimals as normally acquired through completion of a high school education
Good working knowledge of the core computer system, Word, E-mail, and Excel, specifically the software necessary to view/schedule appointments. Must be able to operate fax machine, coffee maker and popcorn machine. All these skills are normally acquired in one to three months of on-the-job experience
Comprehensive knowledge of Credit Union products and services in order to provide information to members as normally acquired in three to six months of related experience with the Credit Union. May be trained to open additional deposit products, renew CD's and issue debit cards
Communication/listening skills necessary to deal effectively and courteously with a diverse group of members, vendors, and employees in high-stress situations
Ability to exercise independent judgment when addressing member problems
Analytical ability to understand instructions, straight-forward comparisons of numbers, and the ability to collect information from computer screens and other available sources to assist members. Must be able to analyze, research, and resolve member problems and determine the appropriate course of action in unique situations
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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