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 on our loans.

About Connexus Credit Union

• 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.

Responsibilities

• 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.
• 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.
• Assist members through a variety of channels, including in person, over the phone, and digitally.
• 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.
• Educates team members on new or existing products and services; monitors industry changes and advises branch manager of needed changes.
• Promptly and accurately assists members at the counter, drive-up, digitally, phone or via mail correspondence with all financial transactions, including troubleshooting as necessary.
• Solve members service issues and find solutions for complex application and 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.
• Provide leadership to colleagues with systems overrides and leading opening and closing procedures of branches.
• Initiates or follows up on home equity and/or mortgage inquiries by providing guidance to the applicant on product features, rates and terms and facilitating a complete credit application.
• Identifies opportunities to improve work processes and outcomes, and actively participates in improvement initiatives.

Requirements

• Associate’s degree or commensurate experience is Required.
• 1+ years of prior work experience in sales or customer service is Required.
• Uses courtesy and workplace professionalism and interacts with co-workers and members.
• Demonstrates behaviors that support our values and culture.
• 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.
• Self-starter with a strong desire to learn, work, and think independently.
• Demonstrates strong interpersonal skills, fostering relationships with internal and external contacts, serving as a reliable point of contact for inquiries, requests, and information.
• 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.
• Utilizes the Universal Service Model when working with members.

Pay

• Starting wage of $21.00/hr. and higher based on prior experience!
• Bring your customer service experience and we will give you the tools and training to achieve excellence.

Benefits

• 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
• 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 Credit Union's Employer Recognitions

2026 Best Place to Work in IT, Computer World Equal Opportunity Employer/Disabled/Veterans/41 CFR 60–1.4, 41 CFR 60-1.35