Customer Service Representative

3 weeks ago


Rothschild, Wisconsin, United States CoVantage Credit Union Full time
Member Service Representative

Are you a compassionate and service-oriented individual with a passion for making a positive impact on the lives of others? Do you have a strong desire to work in a dynamic and supportive environment where you can build meaningful relationships with members and help them achieve their financial goals?

As a Member Service Representative at CoVantage Credit Union, you will be the face of our organization, providing exceptional member experiences and ensuring that our members receive personalized assistance to meet their financial needs. You will be in direct contact with members, assisting with a variety of transactions, from opening accounts to applying for loans.

We invest in our team members, offering a competitive hourly rate of $17.25-$29.92, inclusive of a $1.25 per hour pay differential. Your starting pay rate will be based on your related experience and qualifications. You'll also be eligible for the equivalent of an additional $12.00 per hour in benefits, including 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.

Key Responsibilities:
  • Assist members in opening new accounts, processing transactions, and providing accurate information on various financial products and services.
  • Demonstrate efficiency and professionalism to members by providing warm, welcoming, and personalized service to every member who visits or contacts the credit union.
  • Provide members with information regarding credit union products and services and refer them to the appropriate person or department if unable to provide the information requested.
  • Understand and assess members' financial needs to educate them on and offer suitable products and services that align with their goals.
  • Educate members and assist as needed with the Interactive Teller Machines.
  • Collaborate with other team members and departments to achieve organizational goals and maintain a positive and supportive work environment.
  • Participate in community events and outreach programs to promote financial literacy and cultivate strong ties with local residents and organizations.

This role requires a varied schedule, including working multiple Saturdays per month. If you are a motivated and customer-focused individual who is passionate about delivering exceptional member experiences, we encourage you to apply for this exciting opportunity.

Requirements:
  • High school diploma or equivalent.
  • Minimum 1 year's 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.


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