Financial Services Representative

5 days ago


De Pere, Wisconsin, United States Community First Credit Union Full time
Unlock Your Potential as a Member Service Representative

We're passionate about delivering exceptional service to our members, and we're looking for like-minded individuals to join our team at Community First Credit Union. As a Member Service Representative, you'll play a vital role in helping our members achieve their financial goals.

Key Responsibilities:
  • Provide Exceptional Service: Meet and speak with members to understand their financial needs and provide tailored solutions using our products and services.
  • Manage Deposit Accounts: Open and service deposit accounts, including savings, checking, certificates, and more.
  • Assist with Loan Applications: Take loan applications, perform debt ratio analysis, and obtain approval for loans.
  • Offer Protection Solutions: Customize protection solutions for lending products, including payment protection and warranty.
  • Promote Credit Union Products: Cross-sell and promote our credit union products and services to increase services per household and deepen member relationships.
Requirements:
  • Education: Associate's degree in banking, finance, business, or a related field.
  • Experience: Two years of relevant experience, with prior lending and financial services experience preferred.
  • Skills: Exceptional verbal and written communication skills, strong time management, and organizational skills.
  • Technical Skills: Familiarity with Microsoft Office suite and web-based software packages.

We're looking for individuals who are passionate about delivering outstanding service and have a strong desire to make a positive impact in their community. If you're a motivated and customer-focused individual who is eager to learn and grow with our team, we'd love to hear from you



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