Member Financial Representative

4 weeks ago

Rockford, United States Connexus Credit Union Full time

Connexus Credit Union - Who We Are:
Serving members across all 50 states, Connexus Credit Union is a member-focused cooperative that is proud to return profits to member-owners through high yields for checking accounts and deposit products, as well as competitive rates for personal, home, and auto loans. From its early beginnings on through the years, Connexus has remained a strong, growing, and secure financial institution that remains committed to serving the financial needs of our member-owners across the country.

Connexus offers an Amazing Benefits package:
- 20 days of paid time off and 7 paid holidays- 16 hours of paid Volunteer Time Off- 401K Retirement with up to 6% employer match- Excellent Health, Dental, Vision insurance, including multiple plan options- Health Savings Account with generous employer contributions- Employer paid Life insurance, Short-Term and Long-Term Disability- Tuition Reimbursement from $4,000 - $7,000 per calendar year- Robust Learning and Development program that includes an annual professional development stipend

Connexus has a Values-Based Culture:
Starting wage of $20.00/hr and higher based on prior experience
- Bring your customer service experience and we will give you the tools and training to achieve excellence. If you have a hunger to learn and positive energy, join us for bankers' hours with teams and leaders who want you to be your personal and professional best._

Position Responsibilities:
- Develop a strong working knowledge of mortgage products and utilize each opportunity to generate mortgage business.- Responsible for developing additional business by promoting credit union products and services through building and maintaining strong member relationships including making outbound sales calls.- Educates team members on new or existing products and services; monitors industry changes and advises branch manager of needed changes.- Promptly and accurately assists members at the counter, drive-up, digitally, phone or via mail correspondence with all financial transactions, including troubleshooting as necessary, while keeping information in the strictest confidence.- Solve members service issues and find solutions for complex maintenance issues.- Identify and render the best service possible to all members including the ability to interact with other departments within the organization to answer questions.- Take initiative for your personal development and stay informed of all credit union products and services as they relate to your role.- Provide leadership to colleagues with systems overrides and leading opening and closing procedures of branches.

Position Requirements:
- High school diploma or equivalent is Required.- 3+ years of prior work experience in sales or customer service Required.- Evidence of excellent verbal communication skills along with an outgoing personality that demonstrates a positive, friendly and energetic attitude.- Ability to remain calm under pressure and to be entrusted with the handling of confidential and personal matters.- Ability to problem solve and use independent judgment.- Proficient keyboarding and 10- key calculator skills, along with the knowledge and ability to efficiently navigate among numerous computer systems.- Demonstrated ability to be a team player, with willingness to work in a fast-paced, flexible environment.

Connexus Credit Union's Recent Recognitions:
- 2024 Best Credit Union - NerdWallet- 2024 Best Credit Union - Bankrate- 2023 Best-In-Class Employer - Gallagher- 2023 Best Credit Union - Kiplinger- Fourth Largest Credit Union in Wisconsin (by asset size)
- Equal Opportunity _Employer/Disabled/Veterans/41_ CFR 60-1.4, 41 CFR 60-1.35_

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