Financial Services Representative

8 hours ago


De Pere, Wisconsin, United States Community First Credit Union Full time
Member Service Representative

We're seeking a highly skilled and passionate individual to join our team as a Member Service Representative. As a key member of our team, you will play a vital role in providing exceptional service to our members, helping them achieve their financial goals, and building strong relationships within our community.

Key Responsibilities:
  • Member Engagement: Meet and speak with members to understand their financial needs and provide personalized solutions using our products and services.
  • Deposit Account Management: Open and service deposit accounts, including savings, checking, certificates, and money markets, while ensuring compliance with governing policies and procedures.
  • Loan Origination: Assist members with loan applications, perform debt ratio and collateral analysis, obtain approval, close loans, and complete files.
  • Protection Solutions: Customize protection solutions for lending products, including payment protection, GAP, and warranty.
  • Product Promotion: Promote and cross-sell 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, with familiarity with Microsoft Office suite and web-based software packages.
  • Personal Qualities: Passion for providing outstanding service, ability to work hard, find solutions, and have fun.


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