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

Member Service 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 5 days ago
Similar jobs that could be interesting for youBased on the Member Service Representative in Greenville, WI vacancy
  • $18.5 per hour

     ...Member Service Representative - Neenah Join us at Prospera Credit Union and become part of a team that is passionately committed to providing personal, tailored financial guidance to each of our members. At Prospera Credit Union, people aren't just numbers or transactions... 
    Suggested
    Hourly pay
    Temporary work
    Part time
    Local area
    Monday to Friday
    Flexible hours
    Weekend work

    Prospera Credit Union

    Neenah, WI
    1 day ago
  •  ...divh2Member Service Representative Floater/h2pUpholds the Credit Unions mission of We do the right thing one member, one employee, and one experience at a time to strengthen the communities we serve by receiving members in person and by telephone and meeting all of their... 
    Suggested
    Work at office

    Capital Credit Union

    Kimberly, WI
    3 days ago
  • $12 - $16 per hour

     ...Member Services Representative Position Title: Front Desk Reports To: Front Desk Manager Classification: Part-Time, Non-Exempt, Age: 18 Job Summary: The Front Desk will help ensure the smooth and efficient operational procedures within the Front Desk department... 
    Suggested
    Hourly pay
    Part time
    Worldwide
    Monday to Friday
    Shift work
    Weekend work

    Crunch Fitness

    Appleton, WI
    7 days ago
  • $18.5 per hour

     ...Bilingual (English/Spanish) Member Service Representative (20 Hours/Week) The ability to speak and write fluently in English and Spanish is required for this opportunity. Juntos abrimos las puertas de oportunidades para nuestra comunidad! Imagine being able to get answers... 
    Suggested
    Hourly pay
    Part time
    Local area
    Shift work
    Weekend work

    Prospera Credit Union

    Appleton, WI
    3 days ago
  •  ...divh2Customer Service Representative - State Farm Agent Team Member/h2pBenefits:/pulliLicense reimbursement/liliBonus based on performance/liliCompetitive salary/liliFlexible schedule/liliHealth insurance/liliOpportunity for advancement/liliPaid time off/liliTraining development... 
    Suggested
    Work at office

    Andy Wescott

    Appleton, WI
    3 days ago
  • $35k - $50k

     ...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... 
    For contractors
    Work at office
    Local area
    Flexible hours

    Ben Mayer - State Farm Agent

    Neenah, WI
    4 days ago
  •  ...We currently have a career opportunity for a full-time Teller/Member Service Representative at our Kimberly branch! The Teller/Member Service Representative creates a positive first impression and establishes strong member relationships, processes member transactions... 
    Full time
    Temporary work
    Flexible hours

    Fox Communities Credit Union

    Kimberly, WI
    16 hours ago
  •  ...Job Description Job Description Description: Title: Member Services Representative Classification: Non-exempt Department: Member Services Position summary: To assist all staff, not just customers, in order to enhance growth. Member Services Representative... 

    John Birch Society Inc

    Appleton, WI
    13 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
    1 day ago
  • $35k - $50k

     ...grow. Role Description As a Customer Relations Representative - State Farm Agent Team Member with Ben Mayer - State Farm Agent, you will generate the...  ...insurance agency. Your attention to detail, customer service skills, and desire to help people make you a fit. You... 
    For contractors
    Work at office
    Local area
    Flexible hours

    Ben Mayer - State Farm Agent

    Neenah, WI
    2 days ago
  •  ...Account Representative - State Farm Agent Team Member Benefits: ~ License reimbursement ~ Bonus based on performance ~ Competitive salary...  ...customers by proactively marketing relevant products and services. Grow your career as you better your community. As... 
    Work at office
    Flexible hours

    Andy Wescott

    Appleton, WI
    2 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

    Greenville, WI
    3 days 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
    3 days ago
  •  ...Client Service Representative The Client Service Representative (CSR) is responsible for facilitating renewals, providing support to specific...  ...to work collaboratively with producers and other team members ~ Proficiency in using computer systems and office software... 
    Work at office

    Jewelers Mutual Group

    Neenah, WI
    2 days ago
  • $20.54 - $28.2 per hour

    Client Service Representative III Location US-WI-Appleton Company Canon U.S.A., Inc. Requisition ID 34418 Category Office...  ...be filled with purpose and opportunity, world-class team members, and impactful work? Driven by our mission of exceeding customer... 
    Hourly pay
    Full time
    For contractors
    For subcontractor
    Casual work
    Work at office
    Local area

    Canon U.S.A., Inc.

    Appleton, WI
    4 days ago
  • $20 per hour

     ...getting the job done right? At Erie Home, we’re looking for crew members to join our Basement Waterproofing Team. This is real work with...  ...sexual orientation, marital status, disability, age, military service, or any other protected class. If you need a reasonable... 
    Weekly pay
    Immediate start
    Monday to Friday

    Erie Home

    Neenah, WI
    1 day ago
  •  ...Inside Sales Support/Customer Service Representative Seeking a highly motivated, outgoing and enthusiastic Inside Sales Support/Customer Service Representative committed to exceed the expectations of both external and internal customers by being highly responsive,... 

    Forbo Movement Systems

    Greenville, WI
    1 day ago
  • $70k - $110k

     ...INFORMATION: Join our growing organization as a long-term team member with company benefits or become a State Farm independent...  ...KNOWLEDGE: Experience in retail sales, marketing, or customer service is desirable, but not required. Proficient keyboard typing... 
    Full time
    For contractors
    Work at office
    Monday to Friday
    Weekend work
    Afternoon shift

    State Farm

    Neenah, WI
    4 days ago
  •  ...Free Gym Membership ~ Employee discounts ~401(k) ~ Company parties ~ Free uniforms ~ Training & development Member Services Representative Position Title: Front Desk Reports To: Front Desk Manager Classification: Part-Time, Non-Exempt, Age: 18... 
    Part time
    Monday to Friday
    Shift work
    Weekend work

    Crunch Appleton

    Appleton, WI
    7 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

    Truenorth

    Appleton, WI
    3 days ago
  • $30k - $50k

     ...is a leading insurance agency dedicated to providing exceptional service to our customers. We are currently seeking a dynamic individual to join our team as a Receptionist - State Farm Agent Team Member. Our ideal candidate is highly organized, detail-oriented, and committed... 
    For contractors
    Work at office
    Local area

    Ben Mayer - State Farm Agent

    Neenah, WI
    4 days ago
  •  ...accountability, and long-term career growth within a best-in-class agency. ROLE DESCRIPTION: As a Customer Service Representative - State Farm Agent Team Member with Erik Hosking - State Farm Agent, you will generate the kind of exceptional customer experiences that... 
    Flexible hours

    Erik Hosking - State Farm Agent

    Little Chute, WI
    2 days ago
  •  ...divh2Receptionist - State Farm Agent Team Member/h2pBenefits:/pulliLicense reimbursement/liliBonus based on performance/liliCompetitive...  ...a leading insurance agency dedicated to providing exceptional service to our customers. We are currently seeking a dynamic individual... 
    Work at office

    Andy Wescott

    Appleton, WI
    2 days ago
  •  ...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.... 
    Full time
    For contractors
    Work at office
    Monday to Friday
    Weekend work

    Dave Mader - State Farm Agent

    Neenah, WI
    3 days ago
  •  ...Patient Service Representative This position will work 24-hours per week. It will be part-time benefit eligible. You will rotate between the...  ...provide continuous education, training and support so every member of the team contributes to our success. Together we are the... 
    Part time
    Weekday work

    Prevea Health

    Appleton, WI
    4 days ago
  •  ...Member Experience Representative I, TPA Network Health's success is deeply rooted in its mission to build healthy and strong Wisconsin communities...  ...Representative team embodies our commitment to Service Excellence and is dedicated to delivering exceptional customer... 
    Work at office
    Work from home
    Home office
    Monday to Friday

    Network Health

    Menasha, WI
    4 days ago
  • $16 per hour

     ...lbs. Have reliable transportation to and from work location Demonstrate excellent customer service and interpersonal skills with our clients, customers and team members Are a motivated self-starter with a strong bias for action and results Work independently,... 
    Hourly pay

    The Retail Odyssey Company

    Greenville, WI
    15 days ago
  • $18 per hour

     ...lbs. Have reliable transportation to and from work location Demonstrate excellent customer service and interpersonal skills with our clients, customers and team members Interested in traveling within and outside of your home state, with overnight hotel stays... 
    Hourly pay
    Night shift

    The Retail Odyssey Company

    Greenville, WI
    13 days ago
  • Customer Support Specialist As a customer support specialist, you will be responsible for facilitating customer requests for information, quotations, and orders by interacting with customers, supervisors, the sales team, and vendors. A day in the life of a customer ...
    Temporary work
    Work at office

    AMMEGA

    Greenville, WI
    4 days ago
  •  ...team. The role involves communicating with customers for order processing, maintaining customer files, and ensuring high levels of service. Ideal candidates should have at least four years of relevant experience and excellent communication skills. Working at Ammega Group... 

    Ammega Group

    Greenville, WI
    4 hours ago

Do you want to receive more vacancies?

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