Financial Services Associate

5 days ago


Appleton, Wisconsin, United States CoVantage Credit Union Full time

About Us

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At CoVantage Credit Union, we pride ourselves on 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.

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Salary and Benefits: The estimated salary for this role is $18.25-$29.92 per hour, inclusive of a $1.25 per hour pay differential. We offer competitive compensation and opportunities for growth and development.

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Job Summary: We are seeking a skilled Member Service Representative to join our team at CoVantage Credit Union's Appleton branch. As a key member of our team, you will assist members with opening new accounts, processing transactions, applying for loans, and providing accurate information on various financial products and services.

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Responsibilities:

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  • Provide personalized service and expert advice to members on credit union products and services.">
  • Collaborate with team members and departments to achieve organizational goals and maintain a positive work environment.">
  • Participate in community events and outreach programs to promote financial literacy and build strong relationships with local residents and organizations.">
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Requirements:

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To succeed in this role, you must have a high school diploma or equivalent, minimum 1 year's experience working in a financial institution or service-related capacity, or an Associate's Degree. You should also possess strong written and verbal communication skills, ability to work accurately and productively, and be punctual and professional in appearance and demeanor.

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A Day in the Life: As a Member Service Representative, you will work a varied schedule, including multiple Saturdays per month. You will be responsible for assisting members with their financial needs, answering questions, and providing guidance on credit union products and services.



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