What are the responsibilities and job description for the Senior Member Services Representative position at Connexus Credit Union?
Connexus Credit Union - Who We Are:
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 8 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 $18.50/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:
As the first point of contact for members, identify and render the best service possible to all members including the ability to interact with other departments within the organization.
Promptly and accurately assists members at the counter, drive-up, phone, or via mail correspondence with all financial transactions, including troubleshooting as necessary, while keeping information in the strictest confidence.
Identify opportunities to strengthen the member relationship through quality account deposits, loan referrals and/or credit applications and further promote credit union products and services to members.
On a daily basis, balance the cash drawer with no variations.
Take initiative for your personal development and stay informed of all credit union products.
Identify and listen to member issues and refer to the proper person/area.
Effectively use system contacts to convey information and problem solve.
In order to meet monthly goals; open new memberships including checking accounts and loan applications and provide appropriate follow-up; cross-sell Credit Union products and services.
Develops and conducts auditing procedures to evaluate skills and knowledge levels of Member Services Representatives for purposes of identifying training needs; conducts review sessions with Member Services Representatives as needed.
Provide back-up assistance to Member Services Supervisor and/or Branch Manager and assist with ensuring adequate staffing.
Provide leadership to colleagues with systems overrides, leading opening and closing procedures of branches, and ensuring safety and security at all times.
Position Requirements:
High school diploma or equivalent is Required.
Demonstrated knowledge of basic math skills to count cash and balance cash drawer accurately and proficiently is Required.
2 years of work experience in a sales, retail, or customer service environment with demonstrated success in achieving established goals by using independent judgment is preferred.
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.
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 Employer Recognitions:
2024 Best in Class Employer, Gallagher
2025 Best Place to Work in IT, Computer World
Equal Opportunity Employer/Disabled/Veterans/41 CFR 60–1.4, 41 CFR 60-1.35
Salary : $4,000 - $7,000
