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Member Service Representative

Job in Neenah, Winnebago County, Wisconsin, 54956, USA
Listing for: Community First Credit Union | Wisconsin
Full Time position
Listed on 2026-09-23
Job specializations:
  • Finance & Banking
    Bank Customer Service
  • Customer Service/HelpDesk
    Bank Customer Service
Salary/Wage Range or Industry Benchmark: 42000 - 52000 USD Yearly USD 42000.00 52000.00 YEAR
Job Description & How to Apply Below

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
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