Demo

Member Contact Service Specialist

Community First Credit Union
Neenah, WI Full Time
POSTED ON 1/7/2025
AVAILABLE BEFORE 3/6/2025

We believe personal service matters. As our Member Contact Service Specialist, your excellent communication skills, love of fast-paced environments, and service mindset will enhance all you do. Your work will embody Community First's "find a way" promise by answering questions, processing transactions, providing education, and resolving issues. If you crave a work environment with life-friendly hours, a community-centered vibe, and where growing your financial skills will be nurtured, we should talk!

As our Member Contact Service Specialist with Community First, you will: 

  • Provide exceptional, WOW service over the phone to our internal and external members using multiple software systems to support that relationship 
  • Maintain CFCU service level expectations and consistent call quality while handling a high volume of calls
  • Explain features and benefits of all credit union products and services; recommend products and services to members as appropriate
  • Process share withdrawal requests, fund transfers, pre-authorized credit line advances, outgoing wires, check orders, certificate renewals, and opening of savings sub-shares
  • Provide account information related to balances, check clearings, deposits, postings, and statements
  • Process, record, and follow up on ACH, payroll distribution requests, and TDs
  • Provide online banking and bill payer set-up, support, and problem-resolution for members and branch staff

An ideal candidate will have a combination of: 

  • A high school diploma or equivalent; Associate's degree in banking or finance is a plus
  • Two years of experience in financial services or a call center environment
  • Exceptional verbal communication skills, as well as advanced ability to multi-task, prioritize, stay organized, and follow up
  • Strong knowledge and experience of web-based software programs
  • Commitment to member service and a passion for seeking solutions
  • The ability to work hard, find solutions and have fun

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