Member Service Representative - Appleton - CoVantage Credit Union

    CoVantage Credit Union
    CoVantage Credit Union Appleton

    6 days ago

    Default job background
    Description

    Are you a compassionate and service-oriented individual with a passion for making a positive impact on the lives of others?

    This could be your opportunity to become a Full-Time Member Service Representative at our Appleton branch.

    About CoVantage

    We take pride in being more than just a financial institution - we are a community built on trust, integrity, and a commitment to providing exceptional member experiences.

    Our mission revolves around empowering our members to achieve their financial goals, while also fostering growth and prosperity in the neighborhoods we serve.

    The Role

    You will assist members in opening new accounts, processing transactions, applying for loans, and providing accurate information on various financial products and services.

    You will demonstrate efficiency and professionalism to members by providing warm, welcoming, and personalized service to every member who visits or contacts the credit union.

    You will provide members with information regarding credit union products and services and refer the member to the appropriate person or department if unable to provide the member with information requested.

    You will understand and assess members' financial needs to educate on and offer suitable products and services that align with their goals.

    You will educate members and assist as needed with the Interactive Teller Machines.

    You will collaborate with other team members and departments to achieve organizational goals and maintain a positive and supportive work environment.

    You will participate in community events and outreach programs to promote financial literacy and cultivate strong ties with local residents and organizations.

    This individual will work a varied schedule including working multiple Saturdays per month.

    Qualifications

    You must have a high school diploma or equivalent.

    You must have minimum 1 year's experience working in a financial institution or service or sales related capacity or Associate's Degree.

    You must have strong written and verbal communication skills with the ability to work in direct, professional contact with a wide variety of people on a daily basis.

    You must exhibit above average performance accuracy, productivity, and member service.

    You must be punctual and maintain a neat, professional appearance and demonstrate proper business telephone etiquette.

    You must have a working knowledge of software programs such as Microsoft Office and Windows programs.

    You must have detailed knowledge of the credit union and its services.

    Bilingual fluency is preferred but not required.

    About the Branch

    The Appleton branch operates Monday-Friday from 8:30 am to 5:00 pm and Saturday from 8:30 am to Noon.

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