Member Services Representative
Boost your chances before you apply.
Connexus Credit Union
Chetek, WI, US
Summary
The representative serves as the first point of contact for members, assisting with financial transactions and troubleshooting while maintaining strict confidentiality. They are responsible for educating members on financial products and services while ensuring accurate cash drawer balancing and adherence to organizational policies.
Job Description
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:
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20 days of paid time off and 10 paid holidays
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16 hours of paid Volunteer Time Off
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401K Retirement with up to 6% employer match
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Excellent Health, Dental, Vision insurance, including multiple plan options
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Health Savings Account with generous employer contributions
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Employer paid Life insurance, Short-Term and Long-Term Disability
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Tuition Reimbursement from $4,000 - $7,000 per calendar year
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Robust Learning and Development program that includes an annual professional development stipend
Starting wage of $17.00/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:
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Builds and maintains professional relationships with members and colleagues, leveraging interpersonal skills to achieve mutually beneficial outcomes.
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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.
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Promptly and accurately assists members at the counter, drive-up, phone or via mail correspondence with all types of financial transactions, including troubleshooting as necessary, while keeping information in the strictest confidence.
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Educate our members about opportunities to enhance their financial landscape, while promoting Connexus products, services or policies.
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Complete member transactions accurately and efficiently, adhering to department, organizational and federal guidelines and procedures.
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Operate and balance cash drawer daily with minimal balancing errors.
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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.
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Protect member and credit union assets through risk mitigation, fraud prevention and confidentiality.
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Achieve individual performance goals as assigned and positively contribute to branch goal attainment.
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Take initiative for your personal development and stay informed of all credit union products, services and procedures.
Position Requirements:
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Demonstrated knowledge of basic math skills and cash handling experience to count cash and balance cash drawer accurately and proficiently is Required.
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1+ years of work experience in a sales, retail or customer service environment with demonstrated success in achieving established goals is preferred.
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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.
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Follows established routines under close supervision.
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Uses normal courtesy and workplace professionalism. Interacts with co-workers and members. Demonstrates behaviors that support our values and culture.
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Evidence of excellent verbal communication skills along with an outgoing personality that demonstrates a positive, friendly and energetic attitude.
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Ability to be entrusted with the handling of confidential and personal matters and to remain calm under pressure.
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Demonstrated ability to be a team player, with willingness to work in a fast-paced, flexible environment.
Connexus Credit Union's Employer Recognitions:
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2026 Best Place to Work in IT, Computer World
Equal Opportunity Employer/Disabled/Veterans/41 CFR 60–1.4, 41 CFR 60-1.35
Our Commitment to Employees:
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.
Serving 420,000 members nationwide, Wausau, WI-based Connexus Credit Union is a member-owned, not-for-profit financial cooperative with $4.1 billion in assets. We proudly give back to our members through high yields on deposit products, competitive loan rates, and minimal fees. We’ve been nationally recognized for excellence by Forbes Advisor, NerdWallet, Kiplinger, and Bankrate.
Our organizational values of Champion People, Choose Integrity, Ignite Fun, Model Transparency, Foster Collaboration, and Celebrate Others influence all we do. Whether it’s an email from one employee to another, helping a member in a branch, or volunteering in one of the many communities we serve, we interact with dignity, kindness, and professionalism. We strive for transparent, honest dialogue and highly value the collective power of our team.
Our vision is to be a nationally relevant, trusted credit union, providing exceptional experiences and fostering prosperity for those we serve. We strive to earn and maintain our members’ trust and ensure they feel supported and appreciated at every touchpoint. We also support our communities through our philanthropic program, Connexus Cares. Founded in early 2019, Connexus Cares has donated more than $12 million to charitable organizations nationwide.
At Connexus, we’re dedicated to sustainable growth while delivering exceptional experiences. We do this, in part, by fostering a culture that values employees as our most important asset.
We’re excited to remain at the forefront of the credit union movement as we continuously demonstrate our values, embrace our digital future, and strengthen our national relevance. Please explore all Connexus has to offer at ConnexusCU.org.
Founded
1935
Company size
501-1,000 employees
Industry
Financial Services
Org type
Nonprofit
Headquarters
Wausau, Wisconsin
Our Commitment to Employees:
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.
Serving 420,000 members nationwide, Wausau, WI-based Connexus Credit Union is a member-owned, not-for-profit financial cooperative with $4.1 billion in assets. We proudly give back to our members through high yields on deposit products, competitive loan rates, and minimal fees. We’ve been nationally recognized for excellence by Forbes Advisor, NerdWallet, Kiplinger, and Bankrate.
Our organizational values of Champion People, Choose Integrity, Ignite Fun, Model Transparency, Foster Collaboration, and Celebrate Others influence all we do. Whether it’s an email from one employee to another, helping a member in a branch, or volunteering in one of the many communities we serve, we interact with dignity, kindness, and professionalism. We strive for transparent, honest dialogue and highly value the collective power of our team.
Our vision is to be a nationally relevant, trusted credit union, providing exceptional experiences and fostering prosperity for those we serve. We strive to earn and maintain our members’ trust and ensure they feel supported and appreciated at every touchpoint. We also support our communities through our philanthropic program, Connexus Cares. Founded in early 2019, Connexus Cares has donated more than $12 million to charitable organizations nationwide.
At Connexus, we’re dedicated to sustainable growth while delivering exceptional experiences. We do this, in part, by fostering a culture that values employees as our most important asset.
We’re excited to remain at the forefront of the credit union movement as we continuously demonstrate our values, embrace our digital future, and strengthen our national relevance. Please explore all Connexus has to offer at ConnexusCU.org.
Founded
1935
Company size
501-1,000 employees
Industry
Financial Services
Org type
Nonprofit
Headquarters
Wausau, Wisconsin