Financial Services Representative

1 week ago


Marshfield, Wisconsin, United States Simplicity Credit Union Full time

About Simplicity Credit Union

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At Simplicity Credit Union, we believe that everyone deserves access to affordable financial services. That's why we're committed to providing exceptional service and support to our members, helping them achieve financial stability and success.

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Job Overview

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We are seeking an experienced Member Service Representative to join our team In this role, you will be responsible for providing top-notch customer service, resolving member issues, and promoting credit union products and services.

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Duties and Responsibilities

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  1. Answer phone calls, respond to emails, and assist members in person
  2. Provide product information, answer questions, and address concerns
  3. Process transactions, resolve errors, and maintain accurate records
  4. Collaborate with other teams to achieve business goals and objectives
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Requirements and Qualifications

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  • High school diploma or equivalent required; degree preferred
  • Minimum 2 years of customer service experience; credit union experience a plus
  • Excellent communication and problem-solving skills
  • Ability to work in a fast-paced environment and adapt to changing situations
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What We Offer

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We offer a competitive salary of $50,000 - $65,000 per year, depending on experience, as well as:

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  • A comprehensive benefits package, including medical, dental, and vision insurance
  • 401(k) plan with company match
  • Generous paid time off and holidays
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About the Opportunity

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This is an exciting opportunity to join a dynamic team and make a real difference in the lives of our members. If you're passionate about delivering exceptional customer service and promoting financial inclusion, we want to hear from you



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