Member Financial Representative

Wi-Chetekmid

Other

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Quick Summary

Key Responsibilities

Engage members in robust and proactive financial review conversations resulting in personalized recommendations based on their unique needs; open new loan and deposit products,

Requirements Summary

Associate’s degree or commensurate experience is Required. 1+ years of prior work experience in sales or customer service is Required.

Technical Tools

Other

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.

What We Offer

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✓20 days of paid time off and 10 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

Responsibilities

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Engage members in robust and proactive financial review conversations resulting in personalized recommendations based on their unique needs; open new loan and deposit products, and build ongoing and valuable relationships.
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Assist members through a variety of channels, including in person, over the phone, and digitally.
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Develop working knowledge of deposit and loan products, accurately open memberships and upsell appropriate accounts to effectively build relationships and achieve goals.
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Responsible for developing additional business by promoting credit union products and services through building and maintaining strong member relationships including making outbound sales calls.
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Educates team members on new or existing products and services; monitors industry changes and advises branch manager of needed changes.
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Promptly and accurately assists members at the counter, drive-up, digitally, phone or via mail correspondence with all financial transactions, including troubleshooting as necessary.
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Solve members service issues and find solutions for complex application and maintenance issues.
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Identify and render the best service possible to all members including the ability to interact with other departments within the organization to answer questions.
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Take initiative for your personal development and stay informed of all credit union products and services as they relate to your role.
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Provide leadership to colleagues with systems overrides and leading opening and closing procedures of branches.
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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.
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Identifies opportunities to improve work processes and outcomes, and actively participates in improvement initiatives.

Requirements

~1 min read

Associate’s degree or commensurate experience is Required.
1+ years of prior work experience in sales or customer service is Required.
Uses courtesy and workplace professionalism and interacts with co-workers and members. Demonstrates behaviors that support our values and culture.
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.
Demonstrated ability to be a team player, with willingness to work in a fast- paced, flexible environment.
Self-starter with a strong desire to learn, work, and think independently.
Demonstrates strong interpersonal skills, fostering relationships with internal and external contacts, serving as a reliable point of contact for inquiries, requests, and information.
Demonstrates the ability to exercise sound judgment and decision-making skills in handling day-to-day tasks and resolving routine issues independently, while knowing when to escalate more complex matters to leadership.
Knowledge and ability to efficiently navigate among numerous computer systems.
Utilizes the Universal Service Model when working with members.