
Job Overview
Employment Type
Full-time
Hourly
Compensation
Hourly
Exact $19.00
Work Schedule
Standard Hours
Flexible
Benefits
Paid Time Off
Paid holidays
Volunteer time off
401k Retirement
Health Insurance
Dental Insurance
Vision Insurance
Health savings account
Life insurance
short-term disability
long-term disability
Tuition Reimbursement
Learning and development program
Job Description
Connexus Credit Union is a leading member-focused financial cooperative serving members across all 50 states in the U.S. The credit union places a strong emphasis on returning profits to its member-owners by offering high yields on checking accounts and deposit products, as well as competitive rates on loans. With a remote-first employment approach, most employees are based in the upper Midwest, allowing Connexus to tap into a diverse and talented workforce while maintaining a collaborative culture.
Connexus Credit Union stands out as an employer by fostering an environment rooted in collaboration and high performance, aiming to achieve excellence across all levels of the organization. The company places a high value on the holistic development and well-being of its employees, ensuring they thrive both personally and professionally. By sharing success with employees and members alike, Connexus builds strong relationships founded on mutual respect, trust, and shared goals.
The position offered is an excellent opportunity for individuals with a passion for customer service and a desire to grow their careers in the financial services industry. The role is designed as an entry point into financial services with a starting wage of $19.00 per hour, with increases based on prior experience. Connexus provides comprehensive training and tools necessary for success, highlighting the company’s commitment to employee growth and development.
As a Member Services Representative, the selected candidate will play a critical role in providing outstanding service to Connexus members. You will act as the first point of contact, helping members with all types of financial transactions and providing informed recommendations tailored to their financial goals. This role requires excellent interpersonal skills, the ability to work efficiently in a fast-paced environment, and a professional approach to confidentiality and risk management.
Connexus values individuals with a hunger to learn and positive energy, encouraging them to excel during banker’s hours alongside supportive teams and leadership. The role involves not only transactional duties such as cash handling and account management but also educating members about financial products, promoting credit union services, and assisting in compliance tasks. There are opportunities to develop expert product knowledge, mentor new team members, and contribute to branch success through individual and team goal achievement.
Overall, this role offers meaningful work, career advancement potential, and a supportive environment backed by one of the best benefit packages in the industry. The comprehensive benefits include paid time off, paid holidays, volunteer time off, retirement plans with employer match, various insurance options, tuition reimbursement, and extensive learning programs. These benefits reflect Connexus’s commitment to employee well-being, financial security, and continuous development.
Connexus Credit Union stands out as an employer by fostering an environment rooted in collaboration and high performance, aiming to achieve excellence across all levels of the organization. The company places a high value on the holistic development and well-being of its employees, ensuring they thrive both personally and professionally. By sharing success with employees and members alike, Connexus builds strong relationships founded on mutual respect, trust, and shared goals.
The position offered is an excellent opportunity for individuals with a passion for customer service and a desire to grow their careers in the financial services industry. The role is designed as an entry point into financial services with a starting wage of $19.00 per hour, with increases based on prior experience. Connexus provides comprehensive training and tools necessary for success, highlighting the company’s commitment to employee growth and development.
As a Member Services Representative, the selected candidate will play a critical role in providing outstanding service to Connexus members. You will act as the first point of contact, helping members with all types of financial transactions and providing informed recommendations tailored to their financial goals. This role requires excellent interpersonal skills, the ability to work efficiently in a fast-paced environment, and a professional approach to confidentiality and risk management.
Connexus values individuals with a hunger to learn and positive energy, encouraging them to excel during banker’s hours alongside supportive teams and leadership. The role involves not only transactional duties such as cash handling and account management but also educating members about financial products, promoting credit union services, and assisting in compliance tasks. There are opportunities to develop expert product knowledge, mentor new team members, and contribute to branch success through individual and team goal achievement.
Overall, this role offers meaningful work, career advancement potential, and a supportive environment backed by one of the best benefit packages in the industry. The comprehensive benefits include paid time off, paid holidays, volunteer time off, retirement plans with employer match, various insurance options, tuition reimbursement, and extensive learning programs. These benefits reflect Connexus’s commitment to employee well-being, financial security, and continuous development.
Job Requirements
- Demonstrated knowledge of basic math skills and cash handling experience 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
- Prior experience working in a credit union or bank as a member service representative or teller is beneficial but not required as we are willing to train
- Follows established routines under close supervision
- 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
- Ability to travel to other branches within the area as necessary
Job Qualifications
- High school diploma or equivalent
- Excellent verbal communication skills
- Outgoing personality with a positive, friendly, and energetic attitude
- Proven ability to work calmly under pressure
- Demonstrated ability to be a team player in a fast-paced, flexible environment
- Customer service experience in sales, retail or related fields preferred
- Experience with cash handling and balancing cash drawers
- Basic understanding of financial products and services helpful but not required
Job Duties
- Builds and maintains professional relationships with members and colleagues, leveraging interpersonal skills to achieve mutually beneficial outcomes
- As the first point of contact for our members, provide best in class service and make informed recommendations to help our members achieve their financial goals
- Promptly and accurately assists members at the counter, drive-up, phone or via mail correspondence with all types of financial transactions, while keeping information in the strictest confidence
- Educate our members about opportunities to enhance their financial landscape, while promoting Connexus products, services or policies
- Develop working knowledge of deposit and loan products, accurately open deposit accounts and loans, and upsell where appropriate to effectively build relationships
- Research, troubleshoot and resolve complex member inquiries about credit union services and accounts
- Assist Branch Manager and Supervisor with compliance duties, such as vault and TCR audits
- Mentor, onboard, and help train new Member Services Representatives
- Complete member transactions accurately and efficiently, adhering to department, organizational and federal guidelines and procedures
- Operate and balance cash drawer daily with minimal balancing errors
- Monitor and respond as needed in chat queues in order to achieve interdepartmental synergy and provide members with a seamless experience, regardless of their contact channel
- Protect member and credit union assets through risk mitigation, fraud prevention and confidentiality
- Achieve individual performance goals as assigned and positively contribute to branch goal attainment
- Protect member and credit union assets and mitigate risk by identifying and preventing fraudulent or suspicious activity
- Perform other duties, branch support and projects as assigned
Job Criteria
Experience
Entry Level (1-2 years)
Job Location
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