• Full Time
  • De Pere, WI
  • Salary: Based on experience, contact us for details
Job ID: 139747

Cadre

Are you a Direct Hire – Customer Service / E-Services Representative who has overall strong math skills? Are you a Direct Hire – Customer Service / E-Services Representative who enjoys building relationships with customers?

Our client is a full service credit union.

WHAT YOU WILL BE DOING:

As a Customer Service / E-Services Representative, you will be assisting e-member customers who would rather utilize an electronic channels. (online banking, video and phone appointments, etc.

  • Assist members with consumer lending by phone, video or online applications
  • Assist members with new accounts by phone, video meetings or online applications including opening new accounts, answering member questions, and selling/servicing the services offered
  • Onboarding and or any follow up needed on applications started
  • Educate members about electronic options and other products they have to offer along with promoting applicable products and services to new and existing members
  • Present necessary information suited to members’ needs including consumer loans, debt protection, share drafts, share certificates, credit cards, home banking, debit cards and direct deposit
  • Correspond with the membership on eligibility requirements for accounts and loans
  • Discuss special promotions and make member referrals to the mortgage lenders and financial solutions representatives, including arranging member appointments
  • Perform miscellaneous duties, including, but not limited to, compiling data for rate surveys, closed account surveys and outbound member’s surveys
  • Maintain working knowledge of the online banking system
  • Concentrate on building financial relationships with members
  • Maintain an effective working knowledge, including the technical aspects, of the credit union’s products and services
  • Responsible for the accuracy, follow up, and maintenance of all types of accounts on the computer system
  • Interpret key documents and makes decisions based on our policies and member data

WHAT YOU NEED:

  • 3-6+ months of banking or financial industry experience
  • Computer and tech savvy
  • MSWD and Excel skills
  • Self-motivated with the ability to react to change, feedback and critique quickly and positively
  • Must be comfortable working in an environment where ideas are shared
  • Friendly, personable and easygoing
  • Outstanding customer service and relationship building skills
  • Must have good math skills overall
  • Ability to handle highly confidential information
  • Must be comfortable suggesting products and services that work best for the customer
  • Strong organizational skills and high attention to detail
  • Team player and strong work ethic

WHAT YOU GET:

  • Their mission statement states they like to have fun
  • Slogan is people helping people
  • Great work/life balance
  • Company likes to give back to the community
  • Health insurance
  • Dental insurance
  • Life insurance
  • Disability insurance
  • Paid holidays
  • Paid vacation
  • Sick time
  • 401(k)

GENERAL INFORMATION:

Hours: 8:00am – 5:00pm Monday – Friday

Length: Direct Hire

Pay for the Customer Service / E-Services Representative position: Based on experience, contact us for details

Location: De Pere, WI

Job ID: 139747

Job descriptions may not include every responsibility or qualification of the position.

Cadre is an Equal Opportunity Employer.

To learn more about Cadre and to view hundreds of immediate openings, please visit our website at www.cadreservices.com.