Connexus Credit Union

Member Financial Representative

WI-Madison Shopko

Sponsorship not specifiedDetected 50 days ago

SalesOutbound SalesCustomer SupportLeadershipCommunicationCollaboration

About the role

As an employer we foster collaboration and high performance to achieve excellence.
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.

open new loan and deposit products, and build ongoing and valuable relationships.
Develop working knowledge of deposit and loan products, accurately open memberships and upsell appropriate accounts to effectively build relationships and achieve goals.
Responsible for developing additional business by promoting credit union products and services through building and maintaining strong member relationships including making outbound sales calls.
Promptly and accurately assists members at the counter, drive-up, digitally, phone or via mail correspondence with all financial transactions, including troubleshooting as necessary.
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.

Associate's degree or commensurate experience is Required.
1+ years of prior work experience in sales or customer service is Required.
Ability to remain calm under pressure and to be entrusted with the handling of confidential and personal matters.
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.

Robust Learning and Development program that includes an annual professional development stipend

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
Demonstrated ability to be a team player, with willingness to work in a fast- paced, flexible environment.

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.
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
Uses courtesy and workplace professionalism and interacts with co-workers and members. Demonstrates behaviors that support our values and culture.

This listing is sourced directly from Connexus Credit Union's careers page and normalized into a canonical job model.