Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Member Services Representative

Community First Credit Union

Member Service Representative

We believe passionate people provide excellent service. As our Member Service Representative, your active listening skills, "find a way" attitude, and financial acumen will solidify your role as a valued partner for our members. Our strong branch traffic shows there's still something special about the face-to-face conversations you'll support. Having relationship-based discussions to uncover a member's financial needs will allow you to offer exceptional consumer deposit and loan products solutions. If you seek meaningful work and aspire to create a positive, life-changing difference in your community, we'd like to talk with you!

As our Member Service Representative, you will:

  • 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. Provide solutions within the governing policies and procedures of the credit union
  • Open and service deposit accounts for members or prospective members, including savings, checking, certificates, money markets, HSA, IRA, ACH, and ATM. Also, close accounts when necessary
  • Assist members with service needs, including wire transfers, payroll deduction/direct deposit, check and ATM requests, and statement queries
  • Assist members in the successful resolution of questions or concerns they may have regarding their accounts at Community First
  • Take loan applications, perform debt ratio/collateral analysis, obtain approval, close loan, and complete file
  • Customize protection solutions for all applicable lending products, including payment protection, GAP, and warranty
  • Address member questions about mortgage loans, commercial loans, credit cards, and other products or services
  • Promote and cross-sell based on member needs all credit union products and services to increase services per household and deepen member relationships

We are open in the lobby from 8:30 to 5 p.m. Monday through Wednesday, and from 8:30 to 6 p.m. on Thursday and Friday. On Saturdays, we are open in both the lobby and the driveup from 8 a.m. until noon. The schedule for this position encompasses our hours of operation, including a rotating Saturday morning.

An ideal candidate will have a combination of:

  • Associate's degree in banking, finance, business, or a related field
  • 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
  • The ability to work hard, find solutions and have fun

Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Member Services Representative in Oshkosh, WI vacancy
  •  ...R00304319 Store - Oshkosh, WI Deliver friendly customer service, help customers shop our store, and find what they’re looking for...  ...project a positive image and serve as a role model for other Team Members Cross trained in Custom Framing selling and production... 
    Suggested
    Full time
    Part time
    Local area
    Night shift
    Early shift

    Michael's Inc

    Oshkosh, WI
    5 days ago
  •  ...Store Associate Deliver friendly customer service, help customers shop our store, and find what they're looking for. Ensure all customers...  ...a positive image and serve as a role model for other Team Members Cross trained in Custom Framing selling and production... 
    Suggested
    Full time
    Part time
    Local area
    Night shift
    Early shift

    Michael's Inc

    Oshkosh, WI
    3 days ago
  • $70k - $110k

     ...growing organization as a long-term team member with company benefits or become a State...  ...commissions and bonuses. The Customer Care Representative is committed to delivering outstanding...  ...in retail sales, marketing, or customer service is desirable, but not required.... 
    Suggested
    Full time
    For contractors
    Work at office
    Monday to Friday
    Weekend work
    Afternoon shift

    State Farm

    Neenah, WI
    2 days ago
  • $35k - $50k

     ...balance, community, and excellence, this could be a great place for you to grow. Role Description As a Customer Service Representative - State Farm Agent Team Member with Ben Mayer - State Farm Agent, you will generate the kind of exceptional customer experiences that... 
    Suggested
    For contractors
    Work at office
    Local area
    Flexible hours

    Ben Mayer - State Farm Agent

    Neenah, WI
    1 day ago
  •  ...We are looking for Hardees Team Members who want a hand in making their Career Superior by working with Superior People and Superior...  ...Expectations: Produce High Quality Food Deliver Fast/Courteous Service Maintain a Clean and Comfortable Environment Follow... 
    Suggested
    Flexible hours
    Shift work
    Day shift

    Hardee's

    Oshkosh, WI
    1 day ago
  • $20 - $24 per hour

     ...Answer incoming phone calls and direct calls or messages to appropriate team members Serve as the first point of contact for customers, providing professional and courteous service Respond to customer inquiries via phone and email in a timely manner Create... 
    Permanent employment

    Express Employment Professionals Defunct

    Oshkosh, WI
    1 day ago
  •  ...our local communities so that all can be lifted together. "Jersey Mike's "A Sub Above" Jersey Mike's Subs is looking for Crew Members. Become part of Jersey Mike's vibrant organization! Grab hold of our powerful positive energy with a Jersey Mikes ready-to-take-... 
    Local area

    Jersey Mike's Subs

    Oshkosh, WI
    3 days ago
  • $45k - $60k

     ...ROLE DESCRIPTION: As Account Associate - State Farm Agent Team Member for Katie Coppersmith - State Farm Agent, you are vital to our...  ...of our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an... 
    For contractors
    Flexible hours

    State Farm

    Oshkosh, WI
    2 days ago
  • We are looking for Hardees Team Members who want a hand in making their Career Superior by working with Superior People and Superior Products. We have a variety of positions available including cooks, cashiers, and shift leader or management candidates. Do you want to work... 
    Shift work

    Hardee's

    Oshkosh, WI
    1 day ago
  • $16 - $21 per hour

    Sam’s Club is seeking Member Frontline Cashiers to assist members with purchases, operate registers, and provide customer service at the front end of the store. Frontline Cashiers are responsible for scanning merchandise, processing cash and card payments, verifying memberships... 
    Hourly pay
    Full time
    Part time

    Sam's Club

    Oshkosh, WI
    3 days ago
  • $14 - $18 per hour

    McDonald’s is seeking Crew Team Members to assist with daily restaurant operations including customer service, food preparation, and maintaining restaurant cleanliness. Crew Members may work in the front counter, drive-thru, or kitchen depending on shift needs. Responsibilities... 
    Hourly pay
    Full time
    Part time
    Flexible hours
    Shift work
    Night shift

    McDonald's

    Oshkosh, WI
    3 days ago
  • $10 per hour

     ...& Company , our mission is to nourish and inspire every team member, guest, and community we serve. We are hiring Team Members to...  ...join our front-of-house crew as cashiers, servers, and guest service team members who welcome guests, take orders, and help deliver... 
    Full time
    Part time
    Local area
    Flexible hours
    Shift work

    Noodles & Company

    Oshkosh, WI
    4 days ago
  •  ...Customer Service Representative (CSR) The Customer Service Representative (CSR) delivers exceptional customer service to both customers and team members while supporting sales growth, operational efficiency, and safety standards. The CSR consistently represents true... 
    Flexible hours
    Afternoon shift

    True North

    Oshkosh, WI
    2 days ago
  • $11 - $15 per hour

     ...As a McDonalds crew member, you will serve each customer as a special individual by delivering the best Quality-Service-Cleanliness. Here is a list of some of the duties you will be doing: Providing hospitality with a great smile and friendliness, work on a team in... 
    Full time
    Part time
    Local area
    Shift work

    McDonald's

    Oshkosh, WI
    5 days ago
  •  ...positive, lasting impact on people ? Do you have customer service experience ? Are you looking for an opportunity to learn a new...  ...goals! Community Service -  As a company, we are pro-active members of the community. We make ongoing contributions to charities, local... 
    Temporary work
    Work at office
    Local area

    Security Finance

    Oshkosh, WI
    6 days ago
  •  ...foundation of the patient medical record that isutilizedby all members of the healthcare team. Prevents creation of duplicate medical...  ...our patients and visitors bydemonstratingextraordinary customer service.Greetspatients and visitors andrespondsto routine requests for... 
    Work at office
    Flexible hours

    Advocate Health

    Oshkosh, WI
    3 days ago
  •  ...We're Hiring! This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. We are a growing agency with big dreams and lots of potential. We are an established, growth-oriented agency with a team... 
    For contractors
    Work at office
    Monday to Friday
    Afternoon shift

    Dave Mader

    Neenah, WI
    2 days ago
  •  ...foundation of the patient medical record that is utilized by all members of the healthcare team . Prevents creation of duplicate...  ...and visitors by demonstrating extraordinary customer service . Greets patients and visitors and responds to routine... 
    Work at office

    Advocate Health

    Oshkosh, WI
    5 days ago
  •  ...foundation of the patient medical record that is utilized by all members of the healthcare team. Prevents creation of duplicate medical...  ...patients and visitors by demonstrating extraordinary customer service. Greets patients and visitors and responds to routine requests... 
    Work at office
    Flexible hours

    Advocate Health

    Oshkosh, WI
    3 days ago
  •  ...At Gunderson Uniform and Linen, we value every team member and customer as unique individuals. If you seek a workplace...  ...Engaged People Providing World-Class Customer Service. We need a Route Service Representative who is excited to work for a family-owned business rooted... 
    Local area
    Immediate start

    Gunderson

    Winnebago, WI
    1 day ago
  • $60k - $90k

     ...Driven & Ambitious? This busy insurance and financial services office has a passion to make a difference in the...  ...University of Wisconsin - Green Bay. Job Title Account Representative - State Farm Agent Team Member for Ben Mayer - State Farm Agent As Account... 
    Work at office

    Ben Mayer - State Farm Agent

    Neenah, WI
    1 day ago
  • We have a variety of positions available including cooks, cashiers, and shift leader or management candidates. Produce High Quality Food Follow Company Policies Flexible Scheduling ~ Holiday Pay ~Northland Restaurant Group, LLC and DORO Incorporated are Franchisees of ...
    Flexible hours
    Shift work

    Hardee's

    Oshkosh, WI
    5 days ago
  • $60k - $90k

     ...Role Description As Account Manager - State Farm Agent Team Member for Ben Mayer - State Farm Agent, you are vital to our daily business...  ...our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an attentive... 
    For contractors
    Work at office
    Local area
    Flexible hours

    Ben Mayer - State Farm Agent

    Neenah, WI
    2 days ago
  •  ...candidates who are willing and able to work in the early morning, usually starting at 5am. Produce High Quality Food Deliver Fast/Courteous Service Maintain a Clean and Comfortable Environment Follow Company Policies Benefits: Above Average Starting Wages Free Meal Discounts... 
    Flexible hours
    Shift work
    Early shift

    Hardee's

    Oshkosh, WI
    5 days ago
  • $9 - $14 per hour

    Since 1972, Cousins Subs has been serving up better subs and a better place to work. If you're looking for a great place to work-we'd love to have you on the team. What You'll Do - Make and serve subs that taste amazing - Greet guests and take orders with a...
    Full time
    Flexible hours
    Shift work

    Cousins Subs

    Oshkosh, WI
    2 days ago
  •  ...we are a trusted business partner, employer, and community member. At National Exchange Bank & Trust, you will enjoy a flexible...  ...and development. Position Summary As a Customer Services Representative, you will have the opportunity to create a difference in the... 
    Full time
    Temporary work
    Part time
    Work at office
    Remote work
    Flexible hours

    National Exchange Bank & Trust

    Omro, WI
    3 days ago
  •  ...schedules Earn While You Learn – Discounted tuition available through SNHU for you Build Your Resume – Learn teamwork, customer service, and leadership skills Growth Opportunities – Move up to shift leader or manager if you're looking for more Free Drinks &... 
    Full time
    Part time
    Flexible hours
    Shift work
    Weekend work
    Day shift
    Early shift

    Dunkin'

    Oshkosh, WI
    1 day ago
  • $14 per hour

     ...Customer Service Rep Your local Domino's is NOW HIRING friendly, reliable Customer Service Representatives (CSRs) for pizza maker/cashier duties. Team Honey Badger is looking for part-time team members, especially for evenings and late-night shifts. No experience... 
    Hourly pay
    Part time
    Local area
    Immediate start
    Flexible hours
    Shift work
    Night shift
    Afternoon shift

    Domino's Franchise

    Oshkosh, WI
    2 days ago
  •  ...Customer - Food Service Coworker Kwik Trip is seeking energetic, outgoing, and positive people to make a difference in the communities we serve. Our Customer - Food Service Coworkers give the best customer and food service experience in clean, state of the art facilities... 
    Shift work
    Weekend work

    Kwik Trip

    Oshkosh, WI
    2 days ago
  • $14 per hour

    Job DescriptionWhat Youll Do as a Dominos CSR/Pizza Maker:This is a fun, fast-paced, team-oriented job where no two shifts are the same!You will:Take customer orders over the phone and at the counterMake pizzas and prepare menu itemsHandle payments and deliver excellent...
    Hourly pay
    Shift work

    Domino's Franchise

    Oshkosh, WI
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Member Services Representative. Be the first to apply!