Westconsin Credit Union Baldwin , WI 54002
Posted 3 days ago
WESTconsin Credit Union is seeking a talented Member Services Representative that has a passion for customer service! You will be working in our Baldwin Office, where conversation and getting to know our members is a privilege. Our Member Service Representatives work collaboratively with the Office Supervisor and entire Member Services team. The Member Services Representative is comfortable modeling a proactive approach to helping members identify needs and offering products and services to meet those needs. If you desire an exciting, new career and this sounds like a way you'd like to spend your day; we encourage you to apply!
Primary Responsibilities
Opens new share accounts (savings, checking, money market, certificate, commercial, organizational, and benefit accounts, individual retirement, health savings accounts, trust accounts, estate, custodial, and guardianship accounts) or closes existing accounts by gathering and entering necessary information into computer system; and processes necessary paperwork
Posts transactions on computer system including deposits, withdrawals, loan payments, transfers, check cashing, credit and cash advances; and handles money order, travelers check, and certified check purchases
Evaluates member needs by asking appropriate questions and listening carefully; and refers members to appropriate employees
Offers and encourages the use of products that meet member needs
Provides savings, loan, and other product features, benefits, and information (including savings, checking, money market, certificate, and individual retirement accounts, CALL-24, direct deposit, ATM/debit cards, stop payments, savings bonds, safe deposit boxes, consumer and line of credit loans, credit cards, extended warranty coverage, and credit life and disability insurance)
Balances teller cash drawer; notifies supervisor of cash variations; prepares daily balancing reports; and balances accounting center
Qualifications
High school diploma or equivalent
Proven track record in a sales/customer service environment
Proficiency in basic computer, data entry and typing skills
Positive attitude, professional image, and self-motivation
Excellent oral and written communication skills
Ability to work a full time, flexible schedule and a Saturday rotation
Why WESTconsin?
Excellent Health Care Plans - Medical/Dental/Vision/Prescription Drug Coverage
A generous 401(k) with Company Contribution and Match
Flexible Spending Accounts
Student Loan Repayment Plan
Competitive Compensation
Healthy Living Fund Contribution
Long Term Disability
Employee & Dependent Life Insurance
PTO/Holiday Pay
Visit WESTconsin Careers
We are an equal opportunity employer.
Westconsin Credit Union