Member Financial Representative

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 for personal, home, and auto loans. From its early beginnings on through the years, Connexus has remained a strong, growing, and secure financial institution that remains committed to serving the financial needs of our member-owners across the country. Connexus offers an Amazing Benefits package: 20 days of paid time off and 7 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 Connexus has a Values-Based Culture: Our Values of Integrity, Respect, Transparency, Wellbeing and Synergy aren't just words on a page; our values dictate the actions of the organization and everyone within it. We demonstrate our values in every personal interaction, phone call, and email ‐ every day. Starting wage of $20.00/hr and higher based on prior experience! Our Financial Services team makes up the advanced banking group who serves members from many channels. Our team will not only partner to give you the training you need, but also set you up for success in your new position to be your personal and professional best. We receive phone calls, emails, in person visits from our members; every interaction is unique and you will have the flexibility to schedule your time and resources to truly give them a great experience. You will also be eligible each month for a variable incentive plan. Position Responsibilities: Interview consumer loan applicants and provide information on loan products that best meets the member's needs and ability to take applications in the system 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 assist members at the counter, drive-up, digitally, phone, or via mail correspondence with all financial transactions as per branch needs Solve members service issues and find solutions for complex maintenance issues Identify and render the best service possible to all members including the ability to interact with other departments within the organization to answer questions Take initiative for your personal development and stay informed of all credit union products and services as they relate to your role Educates team members on new or existing products and services Comply with all Federal Regulations as they pertain to your job duties Position Requirements: High school diploma or equivalent is required 3 years of prior work experience in sales or customer service Previous experience in a financial institution is preferred 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 Ability to problem solve and use independent judgment Proficient keyboarding and 10- key calculator skills, along with the knowledge and ability to efficiently navigate among numerous computer systems Demonstrated ability to be a team player, with willingness to work in a fast-paced, flexible environment Connexus Credit Union's Recent Recognitions: 2022 Best Credit Union – Bankrate 2022 Best Checking Account – Forbes Advisor 2022 Best Credit Union in the U.S – Kiplinger Fourth Largest Credit Union in Wisconsin (by asset size) Equal Opportunity Employer/Disabled/Veterans/41 CFR 60–1.4, 41 CFR 60-1.35 About Connexus Credit Union Serving more than 445,000 members nationwide, Wausau, WI-based Connexus Credit Union is a member-owned, not-for-profit financial cooperative with over $5.2 billion in assets and 670 employees. 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 Integrity, Respect, Synergy, Transparency, and Wellbeing, 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 already donated over $10 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. Connexus requires that remote employees must reside in one of the following states to be considered for any of our remote positions: AL, FL, GA, IL, IN, IA, KY, MI, MN, MO, OH, SC, TX, WI. 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.