Customer Service Representative

3 days ago


Oshkosh, Wisconsin, United States Community First Credit Union Full time

Community First Credit Union is committed to delivering exceptional financial services to our members. We are seeking a highly motivated and customer-focused Customer Service Representative to join our team.

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The estimated salary for this position is $45,000 - $65,000 per year, depending on experience.

About the Role:

  • Provide outstanding service by meeting and speaking with members to uncover financial needs and provide appropriate solutions utilizing products and services available within Community First.
  • Open and service deposit accounts for members or prospective members, including savings, checking, certificates, money markets, HSA, IRA, ACH, and ATM.
  • Assist members with service needs, including wire transfers, payroll deduction/direct deposit, check and ATM requests, and statement queries.
  • Take loan applications, perform debt ratio/collateral analysis, obtain approval, close loan, and complete file.
  • Promote and cross-sell based on member needs all credit union products and services to increase services per household and deepen member relationships.

Requirements:

  • A combination of Associate's degree in banking, finance, business, or a related field and two years of relevant experience; prior lending and financial services experience is preferred.
  • Exceptional verbal and written communication skills, strong time management, and organizational skills.
  • Familiarity with Microsoft Office suite and web-based software packages.
  • Passion for providing outstanding service to our members - internal and external.

About Us:

At Community First Credit Union, we believe that our employees are our greatest asset. We offer a competitive salary and benefits package, as well as opportunities for professional growth and development.



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