Member Service Representative

3 weeks ago

Appleton, United States CoVantage Credit Union Full time

Are you a compassionate and service-oriented individual with a passion for making a positive impact on the lives of others? This could be your opportunity to join our team as a Full-Time Member Service Representative at our Appleton branch. At CoVantage, we take pride in being more than just a financial institution - we are a community built on trust, integrity, and a commitment to providing exceptional member experiences. Our mission revolves around empowering our members to achieve their financial goals, while also fostering growth and prosperity in the neighborhoods we serve.

CoVantage invests in our team members The pay for this role is $18.25-$29.92 per hour, inclusive of a $1.25 per hour pay differential. Your starting pay rate will be based on your related experience and qualifications. 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.

Job Duties

  • 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
  • Educates members and assists as needed with the Interactive Teller Machines
  • 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 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
  • Bilingual fluency preferred, but not required


Branch Hours: Monday-Friday: 8:30 am to 5:00 pm and Saturday: 8:30 am to Noon

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

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