Member Services Representative

2 weeks ago


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

At Community First Credit Union, we prioritize exceptional service. As a Member Services Representative, your outstanding communication abilities, enthusiasm for dynamic environments, and dedication to service excellence will shine through in your role. You will embody our commitment to finding solutions by addressing inquiries, executing transactions, providing education, and resolving challenges. If you seek a workplace that values work-life balance, fosters a community-oriented atmosphere, and encourages the development of your financial expertise, we invite you to consider this opportunity.

Key Responsibilities:

  • Deliver outstanding service over the phone to both internal and external members, utilizing various software systems to enhance member relationships.
  • Meet service level expectations and maintain consistent call quality while managing a high volume of inquiries.
  • Clarify the features and advantages of all credit union products and services; suggest appropriate products and services to members.
  • Handle requests for share withdrawals, fund transfers, credit line advances, outgoing wires, check orders, certificate renewals, and the opening of savings sub-accounts.
  • Provide account information, including balances, check clearings, deposits, postings, and statements.
  • Process and follow up on ACH requests, payroll distributions, and time deposits.
  • Assist with online banking and bill payment setup, support, and troubleshooting for members and branch personnel.
Qualifications:
  • A high school diploma or equivalent; an Associate's degree in banking or finance is advantageous.
  • Two years of experience in financial services or a call center setting.
  • Exceptional verbal communication skills, along with the ability to multi-task, prioritize, stay organized, and follow up effectively.
  • Strong knowledge and experience with web-based software applications.
  • A commitment to member service and a passion for problem-solving.
  • The ability to work diligently, seek solutions, and enjoy the process.


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