Member Financial Representative

Serving members across all 50 states, Connexus Credit Union is a member-focused cooperative that is proud to return profits to member-owners through high yields for checking accounts and deposit products, as well as competitive rates on our loans. We are a remote first employer with the majority of our employees residing in the upper Midwest.

As an employer we foster collaboration and high performance to achieve excellence. We holistically care for and develop our employees to thrive personally and professionally. We are proud to share our success with our employees and those we serve.

Connexus offers an Amazing Benefits package:

• 20 days of paid time off and 7 paid holidays

• 16 hours of paid Volunteer Time Off

• 401K Retirement with up to 6% employer match

• Excellent Health, Dental, Vision insurance, including multiple plan options

• Health Savings Account with generous employer contributions

• Employer paid Life insurance, Short-Term and Long-Term Disability

• Tuition Reimbursement from $4,000 - $7,000 per calendar year

• Robust Learning and Development program that includes an annual professional development stipend

Starting wage of $20.00/hr and higher based on prior experience!

Bring your customer service experience and we will give you the tools and training to achieve excellence. If you have a hunger to learn and positive energy, join us for bankers' hours with teams and leaders who want you to be your personal and professional best.

Responsibilities:

• Interview consumer loan applicants and provide information on loan products that best meets the member's needs; complete applications, gathering required supporting documentation; obtain and evaluate credit reports, calculate debt-to-income ratios, evaluate collateral requirements and proposed collateral values in order to evaluate strength and weaknesses of loan applicants; make recommendations to approve/decline products for members.

• Correspond with members, applicants, and creditors to resolve questions regarding application information; recommend and outline terms of loan within Credit Union's policies and procedures; complete all required steps to finalize approved applications and prepare request to send for signing.

• Develop a strong working knowledge of mortgage products and utilize each opportunity to generate mortgage business.

• Responsible for developing additional business by promoting credit union products and services through building and maintaining strong member relationships including making outbound sales calls. 

• Educates team members on new or existing products and services; monitors industry changes and advises Branch Manager of needed changes.

• Promptly and accurately assists members at the counter, drive-up, digitally, phone, or via mail correspondence with all financial transactions, including troubleshooting as necessary, while keeping information in the strictest confidence.

• Solve members service issues and find solutions for complex maintenance issues.

• Take initiative for your personal development and stay informed of all credit union products and services as they relate to your role.  

• Provide leadership to colleagues with systems overrides and leading opening and closing procedures of branches.

• Initiates or follows up on home equity and/or mortgage inquiries by providing guidance to the applicant on product features, rates and terms and facilitating a complete credit application.

Position Requirements:  

• High school diploma or equivalent is Required.

• 3 years of prior work experience in sales or customer service Required.

• Evidence of excellent verbal communication skills along with an outgoing personality that demonstrates a positive, friendly and energetic attitude.

• Ability to remain calm under pressure and to be entrusted with the handling of confidential and personal matters.

• Ability to problem solve and use independent judgment.

• Proficient keyboarding and 10- key calculator skills, along with the knowledge and ability to efficiently navigate among numerous computer systems.

• Demonstrated ability to be a team player, with willingness to work in a fast-paced, flexible environment.

Connexus Credit Union's Recent Recognitions:

• 5 Best Credit Unions of 2024 – Nerdwallet

• The Best Credit Unions of 2024 – Bankrate

• Best Credit Union for using Any ATM - The Balance

Equal Opportunity Employer/Disabled/Veterans/41 CFR 60–1.4, 41 CFR 60-1.35