Member Service Representative
CoVantage Credit Union, Kaukauna, WI, United States
Overview
Are you a compassionate and service-oriented individual looking to make a positive impact in your community while growing your career? Join our team as a Full-Time Member Service Representative at our Kaukauna branch. As the face of our credit union, you’ll build strong relationships with members while assisting with everything from opening accounts to applying for loans. We offer hands-on experience, ongoing training, and opportunities for professional growth within an organization committed to supporting both its members and employees.
Compensation and Benefits The pay for this role is $19.00–$27.36 per hour. Your starting pay rate will be based on your related experience and qualifications. You’ll also be eligible for the equivalent of an additional $16.00 per hour in benefits. Benefits include a 401k employer match of up to 200%, a bonus of annual salary up to 4%, a generous employer HSA contribution, and paid time off for community service.
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
This individual will work a varied schedule including working multiple Saturdays per month.
Qualifications
High school diploma or equivalent
Minimum 1 year of 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
Bilingual fluency preferred, but not required
Hours Branch Hours: Monday–Friday 8:30 am to 5:00 pm, Saturday 8:30 am to Noon
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Compensation and Benefits The pay for this role is $19.00–$27.36 per hour. Your starting pay rate will be based on your related experience and qualifications. You’ll also be eligible for the equivalent of an additional $16.00 per hour in benefits. Benefits include a 401k employer match of up to 200%, a bonus of annual salary up to 4%, a generous employer HSA contribution, and paid time off for community service.
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
This individual will work a varied schedule including working multiple Saturdays per month.
Qualifications
High school diploma or equivalent
Minimum 1 year of 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
Bilingual fluency preferred, but not required
Hours Branch Hours: Monday–Friday 8:30 am to 5:00 pm, Saturday 8:30 am to Noon
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