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Capital Credit Union jobs - 20 jobs

  • Treasury Management Operations Specialist

    Capital Credit Union 4.1company rating

    Capital Credit Union job in Green Bay, WI

    Upholds the Credit Union's mission of “We do the right thing one member, one employee, and one experience at a time to strengthen the communities we serve” by managing, executing, and improving all operational, compliance, billing, and member-servicing aspects of the credit union's Treasury Management products. This role supports sales, member service, and senior management by ensuring accurate processing, smooth onboarding, regulatory compliance, technology oversight, billing accuracy, and high‑quality member support. This role supports and strengthens the Treasury Management department by handling high‑level operational, compliance, billing, and onboarding responsibilities. It enables the VP, sales, and member service staff to focus on business development, relationship management, and frontline service. The position ensures accurate billing, risk mitigation, efficient onboarding, and operational accuracy are essential for the department's growth. Essential Responsibilities Member Onboarding and Implementation Manage full implementation of new Treasury Management members and services. Review and verify documentation, agreements, and system setup. Coordinate onboarding with sales and the business member. Accurately enter set up information for business members for ACH, wires, RDC, positive pay, sweeps, and digital banking. Day-to-Day Treasury Operations and Processing Daily processes include assisting members with questions related to: ACH, wires, returns, RDC, sweeps and positive pay. Ensure compliance with NACHA rules, OFAC, AML/KYC, and internal controls. Maintain accurate user rights, limits, and account information. Process maintenance requests and assist with periodic member reviews. Billing & Treasury Management Fee Administration Oversee accurate billing of all Treasury Management services, including monthly fees, analysis charges, and service add‑ons. Reconcile billed services with internal system reports to ensure accuracy. Coordinate with accounting/finance on fee posting and adjustments. Maintain billing schedules, fee waivers (if applicable), and documentation. Review account analysis statements for accuracy and collaborate with sales on pricing structures. Member Support, Service & Training Provide technical support for TM systems and services. Deliver member training (on-site or remote). Collaborate with sales and member service to support member needs. Compliance, Controls & Regulatory Oversight Maintain TM policies and procedures to meet regulatory standards. Coordinate with auditors and examiners and execute corrective actions. Monitor transaction limits, access controls, segregation of duties, and risk. Ensure proper handling and security of member information. Reporting, Documentation & Analytics Maintain member service data, adoption metrics, issues logs, and billing records. Prepare monthly/quarterly/annual internal reports for management. Assist sales with Request For Proposals (RFPs), proposals, and fee/profitability analysis. Process Improvement, Systems & Project Management Collaborate with IT, compliance, and operations to improve workflows. Lead or support system upgrades, testing, and new product rollouts. Maintain SOPs, internal guidelines, and process documentation. Training, Supervision & Internal Collaboration Cross‑train team members on TM products and systems. Support sales, operations, and member service in joint initiatives. Contribute to department strategy and performance metrics. Necessary Experience and Qualifications 5+ years of banking experience, ideally in Treasury Management or commercial operations. Bachelor's Degree in Business, Accounting, Finance, or a related field required; equivalent combination of education and relevant experience will be considered. Strong understanding of TM products: ACH, wires, BRDC, sweeps, online banking, positive pay. Knowledge of regulatory requirements including NACHA, OFAC, AML/KYC, and internal controls. Experience with billing processes, account analysis statements, and TM fee structures. Excellent communication, member service, and training skills. High attention to detail; strong organizational and analytical abilities. Proficiency with banking and TM systems, online banking platforms, and Microsoft Office. Ability to maintain confidentiality and operate within a compliance‑sensitive environment. Preferred: experience in project management, vendor coordination, or small‑team leadership. Certified Treasury Professional Certification (CTP) and/or Accredited ACH Certification (AAP) are a plus. Work Environment and Physical Requirements Office environment with moderate level of noise Frequent use of telephone, copier, computer, fax machine and other office machines Prolonged sitting or standing Frequent mental and visual concentration Minimal lifting of up to 25 pounds The above statements are intended to describe the general nature and level of the work being performed in this position. They are not intended to be construed as an exhaustive list of all responsibilities, duties, or requirements. Capital Credit Union is an Equal Opportunity Employer. We participate in E-Verify. Click the Learn more about Capital Credit Union link below for more information, as well as information on employee rights under the Family Medical Leave Act and the Employee Polygraph Protection Act.
    $43k-64k yearly est. 24d ago
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  • Teller Supervisor

    Capital Credit Union 4.1company rating

    Capital Credit Union job in Green Bay, WI

    Upholds the Credit Union's mission of “We do the right thing one member, one employee, and one experience at a time to strengthen the communities we serve” by ensuring the quality and efficiency of service delivered by the teller line. Supervises employee performance in, and the daily operation of, the teller area. Assists members in person, through drive-ups, or by telephone, providing a broad range of Credit Union information. Promotes an enthusiastic quality service and sales orientation and builds relationships with our members utilizing member advocacy. Essential Responsibilities Completes teller schedules to maintain proper staff coverage. May work with other supervisors to provide adequate staffing. Supervises the work flow of the teller area. Assigns, directs, coordinates, and receives the work of the staff assigned. Provides guidance and motivation to the staff as needed, specifically in meeting individual and organizational goals. Researches and follows up on member complaints. Performs the principal duties and responsibilities of a teller or lead teller as the need arises, as outlined in the respective job descriptions. Processes NSF, missing endorsement, and other returned items for the branch. Performs audits on cash drawers. Ensures the cash vault and coin machine are balanced daily. Responsible for verifying the currency order has been placed. Summarizes daily work, including check recap, verifying cashier's checks, checking GLs, etc. Performs these duties or is responsible for cross-training employees to assume them. Develops the teller line staff, including establishing member advocacy objectives, overseeing training and cross-training, completing annual performance appraisals, recommending salary adjustments and promotions, and directing monthly staff meetings. Encourages employee participation in the incentive program. Interviews and selects new staff members with the Branch Manager. Performs miscellaneous duties, including but not limited to auditing teller drawers, responding to security alarms, maintaining a supply of postage and corporate checks, reviewing time cards, sorting the branch run, routing correspondence, ensuring the branch stays clean, maintaining branch marketing (large bulletin boards); etc. Builds quality relationships with our members through member advocacy. Ensures the safety of the staff. Understands and enforces policies and regulations. Necessary Experience and Qualifications Ability to read, write, and comprehend detailed and sometimes technical instructions, short correspondence, and memos and the ability to add, subtract, multiply, and divide using whole numbers, common fractions, and decimals as normally acquired through completion of a high school education. Ability to operate an on-line computer terminal (including a good working knowledge of the core computer system, document archive software, Microsoft Word and Excel, and e-mail), coin processing machine, and adding machine as normally acquired through a basic course or one to three months of on-the-job experience. Comprehensive knowledge of the products, services, and procedures needed to process transactions as normally acquired through three to six months of on-the-job experience, plus a detailed knowledge of the Teller Supervisor function as normally acquired through six to twelve months of on-the-job experience. Ability to concentrate and pay close attention to detail for over ninety percent of work time. Must be able to closely examine documentation and currency. Requires a high degree of accuracy. Analytical ability necessary to research and resolve member and teller problems and determine the appropriate course of action in unique situations. Accurately assesses employee performance. Interpersonal skills necessary to deal effectively and efficiently with a diverse group of members and employees in high-stress situations. Requires substantial communication/ listening skills to supervise new and existing employees and deal diplomatically and effectively with sensitive situations. Demonstrates good motivation and delegation skills. Ability to exercise a high degree of independent judgment when supervising employees and addressing member or work area problems. Demonstrates consistent leadership traits and supports overall business objectives. Ability to develop staff by mentoring and/or cross-training employees. Work Environment and Physical Requirements Office environment with moderate level of noise. Minimal lifting of up to 25 pounds. Frequent use of telephone, copier, computer, fax machine and other office machines. Prolonged sitting or standing. Frequent mental and visual concentration. Occasional travel for training, meetings, and assisting other branch locations. The above statements are intended to describe the general nature and level of the work being performed in this position. They are not intended to be construed as an exhaustive list of all responsibilities, duties, or requirements. Capital Credit Union is an Equal Opportunity Employer. We participate in E-Verify. Click the Learn more about Capital Credit Union link below for more information, as well as information on employee rights under the Family Medical Leave Act and the Employee Polygraph Protection Act.
    $28k-31k yearly est. 55d ago
  • Financial Advisor

    Capital Credit Union 4.1company rating

    Capital Credit Union job in Green Bay, WI

    Upholds the Credit Union's mission of “We do the right thing one member, one employee, and one experience at a time to strengthen the communities we serve” by being responsible for helping members plan and manage their financial goals, including investments, retirement planning, and risk management. You will work closely with members to understand their financial situation and provide them with personalized advice and strategies to help them achieve their objectives Essential Responsibilities Meet with members to understand their financial goals and objectives Analyze members' financial situation and provide personalized advice and strategies Create and implement financial plans for clients, including investment portfolios and retirement plans Monitor and review members' financial plans and make recommendations for adjustments as needed Stay up-to-date with changes in the financial industry and regulations Maintain accurate records of clients' financial information, contacts, and transactions. Have working knowledge of financial and insurance products and services, and understand products and services offered by LPL Financial Services and Capital Credit Union Effectively use databases and software programs to monitor member accounts, verify transactions, schedule reviews, and perform other functions as needed Travels between branches as necessary. Necessary Experience and Qualifications FINRA Series 7, 66, OR 63 & 65 required Life insurance license required Minimum of at least 5 years working in the field of investments In-depth investment and insurance product knowledge Strong problem-solving and decision-making skills Clean U-4 Requires a comprehensive knowledge of the correct grammar and setup used for business documents. Ability to read and interpret documents such as excel spreadsheets and business written reports. Ability to write routine reports and correspondence. Must have interpersonal skills necessary to deal effectively and efficiently with a diverse group of people in sometimes stressful situations, while maintaining a professional demeanor and atmosphere. Requires excellent communication/listening skills necessary to instruct new and existing employees and deal diplomatically and effectively with difficult situations. Must be able to closely examine documentation (including letters, memos, and reports). Requires a high degree of accuracy. Requires the ability to apply common-sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations. Must possess valid driver's license for travel to various branches, and also meetings, seminars, or conferences. Work Environment and Physical Requirements Office environment with moderate level of noise Frequent use of telephone, copier, computer, fax machine and other office machines Prolonged sitting or standing Frequent mental and visual concentration Minimal lifting of up to 25 pounds The above statements are intended to describe the general nature and level of the work being performed in this position. They are not intended to be construed as an exhaustive list of all responsibilities, duties, or requirements. Capital Credit Union is an Equal Opportunity Employer. We participate in E-Verify. Click the Learn more about Capital Credit Union link below for more information, as well as information on employee rights under the Family Medical Leave Act and the Employee Polygraph Protection Act.
    $73k-113k yearly est. 32d ago
  • Maintenance Technician

    Capital Credit Union 4.1company rating

    Capital Credit Union job in De Pere, WI

    Upholds the Credit Union's mission of “We do the right thing one member, one employee, and one experience at a time to strengthen the communities we serve” by responsibly performing general building maintenance and upkeep. May transport materials and correspondence within and between branches and/or other institutions as needed. Essential Responsibilities • Operates Credit Union vehicle to transport materials between branches and/or other institutions. • Performs general indoor and outdoor building maintenance, including but not limited to responsibility for the purchase of related equipment and materials, and small building projects. • Performs general electrical maintenance, including wiring ballasts and trouble-shooting electrical issues. • Performs monthly plumbing maintenance as needed. • Unload and distribute deliveries as needed. • Provides coverage for entire Courier and/or Maintenance functions during vacations and staff shortages. Necessary Experience and Qualifications • Ability to exchange information on factual matters, understand and prioritize instructions, and perform other duties which require a basic level of listening, reading, speaking, and writing skills as normally acquired through a high school education. • Must be at least eighteen years of age and possess a current, valid driver's license. • Basic knowledge and experience using a computer, specifically E-mail, as normally acquired in one to three months of on-the-job experience. • Ability to operate a vehicle within the required state traffic and safety laws. • Ability to transport objects weighing up to fifty (50) pounds • Basic knowledge about and experience with electrical systems involving lighting ballasts and plumbing systems. Electrical experience is required. • Ability to learn HVAC control systems and trouble shoot as needed. • Basic handyman skills and knowledge, including the ability to operate tools and equipment necessary for general building maintenance, including but not limited to ladders, screwdrivers, hammers, pliers, wrenches, and electric drills. • Interpersonal skills necessary to deal effectively and efficiently with a diverse group of employees in various situations, and maintain a professional, approachable demeanor. Requires strong communication/listening skills and problem-solving skills. • Ability to lead projects with excellent communication skills and follow-through. • Ability to work within scheduled hours: o Monday - Friday, 8:00 a.m. - 4:30 p.m. or 8:30 a.m. to 5:00 p.m. oSome weekend work during the summer to clean drive-thrus Work Environment and Physical Requirements • Indoor and outdoor environments where temperature variations could be somewhat uncomfortable • Frequent use of tools, climbing ladders, and equipment where carelessness could result in injury • Frequent Lifting of up to 50 pounds The above statements are intended to describe the general nature and level of the work being performed in this position. They are not intended to be construed as an exhaustive list of all responsibilities, duties, or requirements. Capital Credit Union is an Equal Opportunity Employer. We participate in E-Verify. Click the Learn more about Capital Credit Union link below for more information, as well as information on employee rights under the Family Medical Leave Act and the Employee Polygraph Protection Act.
    $43k-53k yearly est. 60d+ ago
  • Branch Manager

    Capital Credit Union 4.1company rating

    Capital Credit Union job in Sturgeon Bay, WI

    The Branch Manager plays a crucial role in upholding the Credit Union's mission of “We do the right thing one member, one employee, and one experience at a time to strengthen the communities we serve” by overseeing and optimizing the day-to-day operations of a specific branch or location within the credit union. This position requires a strong combination of leadership, strategic thinking, and operational expertise to ensure the branch runs efficiently, achieves its goals, and provides exceptional customer service. The Branch Manager is a role model in serving with HEART and how the staff delivers HEART to the members and co-workers. Responsible for branch building functionality and appearance including safety and security. Essential Responsibilities Operational Leadership: Lead and manage all aspects of the branch's operations, including staffing, workflow management, and resource allocation. Develop and implement operational strategies, policies, and procedures to enhance efficiency and productivity. Monitor and improve operational processes to ensure high-quality service delivery and adherence to company standards. Takes responsibility for overall branch functionality and appearance, including safety and security. Works with Facilities Department to ensure safety and security at the branch, as needed. Team Management: Recruit, train, and develop a high-performing team; provide ongoing coaching and performance feedback. Set clear expectations for staff and create a collaborative and motivated work environment. Manage staff schedules, workload distribution, and ensure adequate coverage to meet operational demands. Carries out supervisory responsibilities such as discipline, performance appraisals, salary recommendations, and approving timecards. Member Experience: Ensure excellent service is consistently provided by the branch team. Address member inquiries, concerns, and complaints promptly and professionally. Implement initiatives to enhance the member experience and loyalty. Maintains working knowledge of branch positions (not including Mortgage Lender) performs responsibilities as needed. Acts as a resource for employees, managers by walking around, observing staff, coaching in the moment and conducts monthly performance coaching with employees. Requires Notary Public and Signature Guarantee certification, and continuing education as renewals occur. Financial Management: Monitor and manage branch budgets, expenses, and revenue targets. Analyze financial data and identify opportunities to increase profitability and control costs. Collaborate with finance teams to ensure accurate reporting and adherence to financial guidelines. Performance Analysis: Analyze key performance indicators (KPIs) related to branch operations, such as sales, member satisfaction, and efficiency metrics. Identify trends, issues, and opportunities for improvement and develop action plans accordingly. Compliance and Risk Management: Ensure compliance with all company policies, industry regulations, and legal requirements. Mitigate risks by implementing appropriate control measures and maintaining a safe and secure environment. Communication and Collaboration: Foster effective communication within the branch and across other departments. Holding regular coaching session and weekly / monthly team meetings. Collaborate with other branch managers and senior leadership to share best practices and achieve organizational goals. Attends and actively participates in Credit Union meetings and programs. Participates and encourages participation by branch staff in Credit Union sponsored activities and events. Process Improvement: Continuously identify process bottlenecks and areas for improvement, then implement streamlined solutions. Stay updated on industry trends and innovative practices to drive operational excellence. Necessary Experience and Qualifications High School Diploma or equivalent. Associate or Bachelor's Degree in Business or related field preferred. Three+ years previous experience in a financial and/or leadership position preferred with a high level of knowledge of products, services, and procedures in a financial environment. Knowledge and experience in deposit accounts and lending is necessary to support and coach the team as well as assist members when needed. Strong leadership skills with the ability to direct, coach, and develop others. Ability to delegate as needed. Ability to project a professional image and practice professionalism in a financial environment. Can withstand negative or emotional communication without feeling personally affected. High level ability to read and comprehend detailed and technical information. Ability to write and produce professional business letters, reports, memos, email, and other correspondence. Knowledge and experience using Microsoft Excel and Word. Ability to make high level decisions and to research and resolve member and employee issues and take appropriate action. Possess a high degree of independent judgment skills. Strong, diplomatic interpersonal skills in order to deal effectively with a diverse group of members and employees in high stress situations. Proven time management and organizational skills. Work Environment and Physical Requirements Office environment with moderate level of noise. Minimal lifting of up to 25 pounds. Frequent use of telephone, copier, computer, fax machine and other office machines. Prolonged sitting or standing. Frequent mental and visual concentration. Occasional travel for training, meetings, and assisting other branch locations. The above statements are intended to describe the general nature and level of the work being performed in this position. They are not intended to be construed as an exhaustive list of all responsibilities, duties, or requirements. Capital Credit Union is an Equal Opportunity Employer. We participate in E-Verify. Click the Learn more about Capital Credit Union link below for more information, as well as information on employee rights under the Family Medical Leave Act and the Employee Polygraph Protection Act.
    $44k-55k yearly est. 36d ago
  • Contact Center Representative

    Capital Credit Union 4.1company rating

    Capital Credit Union job in Green Bay, WI

    Upholds the Credit Union's mission of “We do the right thing one member, one employee, and one experience at a time to strengthen the communities we serve” by assisting members on the telephone and/or in person, providing a broad range of Credit Union information using a consultative approach, performing basic transactions (transfers, inquires), and making referrals to the appropriate individual in a professional and efficient manner. Places an emphasis on enthusiastic quality service and member advocacy while concentrating on building member relationships. Essential Responsibilities Operates a multi-line switchboard. Assists members by telephone and/or via electronic communication, determines their needs, and refers them to the appropriate individual. Provides routine and detailed information to callers. May take messages and distribute them in a timely manner. Concentrates on building financial relationships with members, using a consultative approach. Discusses special promotions, and makes member referrals to Member Service Representatives, Mortgage Lenders, and Financial Solutions Representatives, including arranging member appointments. Maintains an advanced knowledge of the online banking system (Architect/Bill Pay) to work as the support team for members and employees within the organization. Educates members about Home Banking, E-Services and other products. Promotes applicable Credit Union products and services to new and existing members, presenting necessary information suited to members' needs. Maintains an effective working knowledge, including the technical aspects of the products and services offered to members. Maintains a strong understanding of the general functions of Credit Union departments and workflows in order to achieve first-call resolution whenever possible. May perform telemarketing including, but not limited to, term share certificates. May quote interest rates, loan payment amounts and collateral valuations. Answers member questions and resolves member problems, concerns, and complaints including, but not limited to, refunding fees. Routinely tracks frequently asked questions and member concerns and follows up on member e-mails. May perform miscellaneous duties including, secure messages, guestbook messages, and completing miscellaneous projects for other departments, etc. Operates the voicemail system, forwarding messages to the appropriate people. May assist in training new employees. Necessary Experience and Qualifications Ability to read, write, and comprehend detailed and sometimes technical instructions, correspondence, and memos; and ability to add, subtract, multiply, and divide, using whole numbers, common fractions, and decimals as normally acquired through completion of a high school education. Ability to operate a multi-line switchboard and on-line computer terminals accurately and efficiently to process calls and basic member transactions. Must include good working knowledge of core computer system, Nautilus, Word, E-mail, E-Services (home banking, Bill Pay, etc.) and Excel. Must be able to operate a fax machine and adding machine as normally acquired in one to three months of on-the-job experience. Comprehensive knowledge of Credit Union products and services in order to provide information to members as normally acquired in three to six months of related experience with the Credit Union. May be cross-trained in the MSR areas. Communication/listening skills necessary to deal effectively and courteously with a diverse group of members and employees in high-stress situations. Ability to exercise independent judgment when addressing member problems. Analytical ability to understand instructions, straight-forward comparisons of numbers, and the ability to collect information from computer screens and other available sources to assist members. Must be able to analyze, research, and resolve member problems and determine the appropriate course of action in unique situations. Ability to stay in one place or work in a confined area for extended periods and to move about for up to ten percent of work time in order to distribute correspondence. Ability to concentrate and pay close attention to detail for over ninety percent of work time. Work Environment and Physical Requirements Office environment with moderate level of noise Frequent use of telephone, copier, computer, fax machine and other office machines Prolonged sitting or standing Frequent mental and visual concentration The above statements are intended to describe the general nature and level of the work being performed in this position. They are not intended to be construed as an exhaustive list of all responsibilities, duties, or requirements. Capital Credit Union is an Equal Opportunity Employer. We participate in E-Verify. Click the Learn more about Capital Credit Union link below for more information, as well as information on employee rights under the Family Medical Leave Act and the Employee Polygraph Protection Act.
    $31k-35k yearly est. 60d+ ago
  • Universal Employee

    Capital Credit Union 4.1company rating

    Capital Credit Union job in Kaukauna, WI

    Upholds the Credit Union's mission of “We do the right thing one member, one employee, and one experience at a time to strengthen the communities we serve” by fulfilling the members' transactional, new accounts and consumer lending needs. Promotes products and services in a professional and effective manner. Essential Responsibilities Assists members with their transactional needs in person and over the phone. These may include but are not limited to deposits, withdrawals, loan payments, check cashing, transfers and more. Processes members' transactions accurately and efficiently. Assists members with stop payments, account research, ACH items, pre-authorized transfers, wire transfers, account discrepancies and other account maintenance items. Assists members with their deposit side needs, including, but not limited to, IRA/HSA products, deceased accounts, and trust accounts. Assists members with their consumer loan needs, including, but not limited to, signature loans, consolidations loans, and secured loans. Interprets key documents and makes decisions based on policies and member data. Promotes applicable Credit Union products and services. Presents necessary information suited to members' needs, including, but not limited to, consumer loans, debt protection, GAP, shares, share drafts, share certificates, IRA's, HSA's, Credit Card, home banking and more. Concentrates on building financial relationships with members while using a member advocacy approach. Spots needs and refers members to Mortgage Lenders, Financial Solutions Representatives and Commercial Lending. Corresponds with membership on eligibility requirements for accounts, loans and denials of credit. Actively attends meetings and training sessions to keep up to date and responsible for policies, procedures and regulations, including, but not limited to, Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC). Balances a cash drawer, including operating a cash recycler. Assists the branch with opening and closing procedures. Strives to help the members from start to finish with all of their banking needs. Necessary Experience and Qualifications Ability to read, write, and comprehend detailed and technical instructions, short correspondence, and memos; the ability to add, subtract, multiply, and divide using whole numbers, common fractions, and decimals as normally acquired through completion of a high school education. Ability to pass a federal criminal background check and be listed on the Federal Mortgage Loan Officer registry as required by The S.A.F.E. Act. Ability to operate an on-line computer terminal, word processing, email, and adding machine as normally acquired through a basic course or one to three months of on-the-job experience. Comprehensive knowledge of the products, services, and procedures needed to process transactions as normally acquired through three to six months of on-the-job experience. Ability to concentrate on and pay close attention to detail for over fifty percent of work time. Must be able to closely examine documentation. Requires a high degree of accuracy. Ability to multitask and switch from one task to the next easily. Analytical ability necessary to research and resolve member problems and determine the appropriate course of action. Interpersonal skills necessary to deal effectively and efficiently with a diverse group of members in various degrees of stressful situations. Requires strong communication/listening skills to deal diplomatically and effectively with sensitive situations. Demonstrates strong motivation and sales skills. Ability to exercise a high degree of independent judgment when addressing member concerns. Must be supportive of the overall business objectives. Work Environment and Physical Requirements Office environment with moderate level of noise Minimal lifting of up to 25 pounds Frequent use of telephone, copier, computer, fax machine and other office machines Prolonged sitting or standing Frequent mental and visual concentration Occasional travel for training, meetings, and assisting other locations. The above statements are intended to describe the general nature and level of the work being performed in this position. They are not intended to be construed as an exhaustive list of all responsibilities, duties, or requirements. Capital Credit Union is an Equal Opportunity Employer. We participate in E-Verify. Click the Learn more about Capital Credit Union link below for more information, as well as information on employee rights under the Family Medical Leave Act and the Employee Polygraph Protection Act.
    $47k-55k yearly est. 60d+ ago
  • Digital and Product Marketing Manager

    Capital Credit Union 4.1company rating

    Capital Credit Union job in Green Bay, WI

    Upholds the Credit Union's mission of “We do the right thing one member, one employee, and one experience at a time to strengthen the communities we serve” by developing and executing data-driven marketing strategies to drive growth in product lines, member engagement, and retention. This role oversees digital and product marketing efforts across channels, including SEO, SEM, paid media, email marketing, and website optimization, with a focus on improving user experience and conversion rates. Responsibilities include managing product launches, creating go-to-market strategies, and leading cross-functional implementation plans. The ideal candidate is a hands-on marketer with a performance-driven mindset, skilled in campaign planning, targeting, testing, and analysis. They are highly analytical, strategic, and creative, with a passion for engaging the entire team to deliver measurable results and optimize the digital marketing practice to enhance member service. Essential Responsibilities Work closely with VP of Marketing to develop and execute data-driven marketing strategies to grow product lines of business and improve member engagement and retention rates. Business lines may include an assigned combination of: Mortgage, Auto/Personal Loans, lines of credit, Capital Investment Group and Business, and specific segments as outlined in the company strategy. Assess the effectiveness of the marketing programs that support products on an ongoing basis, and report back to the VP of Marketing on recommended changes or optimization opportunities. Manage launch of new products or enhancements and manage the cross-functional implementation of the plan. Develop go-to-market strategies for products, outline deployment timelines, and stay up to date on market and user trends. Lead, mentor, and develop a high-performing marketing activation team. Foster a culture of innovation, collaboration, and continuous improvement. Plan and execute digital marketing initiatives and efforts, including SEO/SEM, email marketing, and paid media advertising campaigns and analyze performance to extract meaningful insights and optimization. Create compelling product messaging, define the product storytelling vision, and provide guidance in the development of marketing content for various channels. Create marketing messages and campaigns, including writing creative briefs, designing structured tests and analyzing results iteratively. Coordinate changes to marketing disclosures, terms, etc. across marketing channels. Drive Web Page Strategy - Conduct competitive/UX research and own A/B testing strategy for value propositions and UX design for a variety of high-traffic product website and landing pages. Improving end-to-end conversion both online and on mobile. Collaborate with product teams to influence product strategy and roadmap development. Participate in idea exploration with team members to facilitate development of innovation. Track, analyze, and report on campaign and product performance using metrics like ROIs and KPIs to inform future strategies. Necessary Qualifications and Requirements Marketing or performance, ideally in a financial services business or similar. 2+ years management experience. 2-5 years of experience in SEM, SEO, and digital advertising. 2-5 years of hands-on experience with Google Analytics, AdWords, Advanced Analytics, and Google Search Console. Adept with reporting platforms such as Microsoft Power BI, Google Analytics, Siteimprove and Microsoft Excel. Go to market experience in product development and new product release. Intermediate knowledge in paid search, social and display campaign strategies Intermediate knowledge of Google AdWords and proficient in developing targeting strategies. Proven success of consumer journeys and sales funnel optimization improving both user experience and conversion success. Compute rates, ratios, and percentages. HTML/CSS & CMS experience a plus. Ability to quickly learn specialized software. Proficient in the use of basic applications in a Windows-based environment, including Outlook, Word, and Excel. Excellent customer service skills. Equivalent combination of education and experience may substitute for stated qualifications. Work Environment and Physical Requirements Office environment with moderate level of noise Frequent use of telephone, copier, computer, fax machine and other office machines Prolonged sitting or standing Frequent mental and visual concentration Minimal lifting of up to 25 pounds The above statements are intended to describe the general nature and level of the work being performed in this position. They are not intended to be construed as an exhaustive list of all responsibilities, duties, or requirements. Capital Credit Union is an Equal Opportunity Employer. We participate in E-Verify. Click the Learn more about Capital Credit Union link below for more information, as well as information on employee rights under the Family Medical Leave Act and the Employee Polygraph Protection Act.
    $72k-86k yearly est. 9d ago
  • Indirect Loan Processor

    Capital Credit Union 4.1company rating

    Capital Credit Union job in Green Bay, WI

    Upholds the Credit Union's mission of “We do the right thing one member, one employee, and one experience at a time to strengthen the communities we serve” by assisting Dealers by telephone or email by quickly reviewing and processing loan information. Receives and processes their transactions, requests, and concerns with an enthusiastic quality service and member advocacy orientation. Also assists Member Service Reps in non-member contact responsibilities. Essential Responsibilities Assists dealers by telephone and via email by operating an on-line computer terminal to process their requests. Books Dealer Contracts. Upon receiving the contract, inputs the final information from the dealer, funds and uploads the loan to DNA. Disburses contract funds and processes dealer fee. Talks with dealers about their concerns, including, but not limited to problems with contracts, documentation, and vehicle title questions. Performs miscellaneous duties including but not limited to processing Loan Payoffs, Lien Perfections, Vehicle Titling & Registration, Welcome Letters, and Missing Documentation. Opens accounts for new members obtained through Indirect Loans. Scans new dealer loans into Velocity and files. Assists other Branches when information is needed from loan files. May train new employees. Prepares paid loan information and sends the proper documentation to the dealers, as well as assisting dealers with pay-off requests. Performs quality review audits to ensure accuracy of the indirect loans Performs miscellaneous duties including, but not limited to, processing audits, welcome letters, preparing subsequent action forms, and missing documentation follow-up. Necessary Experience and Qualifications Ability to read, write, and comprehend detailed and sometimes technical instructions, short correspondence, and memos and ability to add, subtract, multiply, and divide using whole numbers, common fractions, and decimals as normally acquired through completion of a high school education. Ability to operate an on-line computer terminal (including a good working knowledge of the core computer system, Velocity, DNA, Dealertrack, RouteOne, Allied CenterPoint, email, and internet), fax machine and adding machine normally acquired through a basic course or one to three months of on-the-job experience. Working knowledge of the products, services, and procedures needed to process transactions as normally acquired through three to six months of on-the-job experience, at least one of which is with the Credit Union. Ability to closely examine documentation. Requires a high degree of accuracy. Analytical ability necessary to research and resolve loan questions. Interpersonal skills necessary to deal effectively and efficiently with a diverse group of employees in stressful situations. Requires communication/listening skills necessary to effectively obtain necessary information to make lending decisions. Ability to stay in one place for extended periods of time, handle a fast-paced working atmosphere, and to transport objects weighing between five and twenty pounds for one percent of work time. Work Environment and Physical Requirements Office environment with moderate level of noise Frequent use of telephone, copier, computer, fax machine and other office machines Prolonged sitting or standing Frequent mental and visual concentration Minimal lifting of up to 25 pounds The above statements are intended to describe the general nature and level of the work being performed in this position. They are not intended to be construed as an exhaustive list of all responsibilities, duties, or requirements. Capital Credit Union is an Equal Opportunity Employer. We participate in E-Verify. Click the Learn more about Capital Credit Union link below for more information, as well as information on employee rights under the Family Medical Leave Act and the Employee Polygraph Protection Act.
    $31k-36k yearly est. 44d ago
  • Teller

    Capital Credit Union 4.1company rating

    Capital Credit Union job in Sturgeon Bay, WI

    Upholds the Credit Union's mission of ”We do the right thing one member, one employee, and one experience at a time to strengthen the communities we serve” by assisting members in person, through drive-ups, or by telephone, providing a broad range of Credit Union information. Receives and processes their transactions, requests, and concerns with an enthusiastic quality of service and sales orientation. Balances a cash drawer and daily work. Essential Responsibilities • Assists members in person, through drive-ups, and by telephone by operating an on-line teller terminal to process their transactions, which include but are not limited to deposits, withdrawals, loan payments, transfers, check cashing, coin processing, and account information. • Processes special member requests, including but not limited to account research, stop payments, direct deposit, ACH, payroll deduction, wire transfers, and safe deposit boxes. • Concentrates on building financial relationships with members, using a consultative approach. Discusses special promotions, and makes member referrals to Member Service Representatives, Mortgage Lenders, and Financial Solutions Representatives, including arranging member appointments. • Educates members about Home Banking, E-Services and other products. Promotes applicable Credit Union products and services to new and existing members, presenting necessary information suited to members' needs. • Balances cash drawer and transactions daily in accordance with the Teller Balancing Policy. Seeks recovery of any errors. Communicates errors to members whose accounts are affected. • Opens and/or closes the branch following all applicable procedures and policies. • Performs miscellaneous duties including but not limited to mail transactions, night deposits, deposit verifications, filing, updating accounts, etc. • Keeps up to date on procedural and policy changes by reading teller bulletins and memos and attending staff meetings. • May assume responsibility for extra duties related to the branch, including but not limited to safe deposit box billings, balancing the vault, ordering supplies, coin shipments, etc. • May assist other departments or branches as needed and when time permits. • May assist in training new employees. • May cross-train in Teller Supervisor functions and Member Services, and provide back-up to those areas as needed. Necessary Experience and Qualifications • Ability to read, write, and comprehend detailed and sometimes technical instructions, short correspondence, and memos and ability to add, subtract, multiply, and divide using whole numbers, common fractions, and decimals as normally acquired through completion of a high school education. • Ability to operate an on-line computer terminal (including a good working knowledge of the core computer system and email), coin processing machine, and adding machine normally acquired through a basic course or one to three months of on-the-job experience. • Comprehensive knowledge of the products, services, and procedures needed to process transactions as normally acquired through three to six months of on-the-job experience, at least one of which is with the Credit Union. • Ability to concentrate and pay close attention to detail for over ninety percent of work time. Must be able to closely examine documentation. Requires a high degree of accuracy. • Analytical ability necessary to research and resolve member problems and locate and correct cash and posting errors. • Interpersonal skills necessary to deal effectively and efficiently with a diverse group of members and employees in high-stress situations. Requires communication/listening skills necessary to effectively cross-sell Credit Union services. Work Environment and Physical Requirements • Office environment with moderate level of noise • Minimal lifting of up to 25 pounds • Frequent use of telephone, copier, computer, fax machine and other office machines • Prolonged sitting or standing • Frequent mental and visual concentration The above statements are intended to describe the general nature and level of the work being performed in this position. They are not intended to be construed as an exhaustive list of all responsibilities, duties, or requirements. Capital Credit Union is an Equal Opportunity Employer. We participate in E-Verify. Click the Learn more about Capital Credit Union link below for more information, as well as information on employee rights under the Family Medical Leave Act and the Employee Polygraph Protection Act.
    $31k-35k yearly est. 9d ago
  • Member Service Representative

    Capital Credit Union 4.1company rating

    Capital Credit Union job in Appleton, WI

    Upholds the Credit Union's mission of “We do the right thing one member, one employee, and one experience at a time to strengthen the communities we serve” by receiving members in person and by telephone and meeting all of their needs and requests in the areas of consumer lending and new accounts. Promotes products and services in a professional and effective manner. Essential Responsibilities Concentrates on building financial relationships with members, using a member advocacy approach. Educates members about Home Banking, E-Services and other products. Promotes applicable Credit Union products and services to new and existing members, presenting necessary information suited to members' needs, including but not limited to all types of consumer loans, debt protection, GAP, shares, sharedrafts, share certificates, IRAs, credit cards, home banking, debit cards, and direct deposit. Maintains an effective working knowledge, including the technical aspects of the products listed above. Helps members determine the suitability of those products. Accurately maintains and follows-up on all types of accounts on the computer system. Interprets key documents and makes decisions based on policies and member data. Corresponds with the membership on eligibility requirements for accounts and loans and denials of credit. Answers member questions as well as other employees' questions concerning the broad range of Credit Union products and information. Assists in preparing procedures and documentation for the position. May be required to handle teller functions, including responsibility for a cash drawer. May be required to open/close branch, following all applicable procedures and policies. May assist in training new employees Necessary Experience and Qualifications Ability to read, write, and comprehend detailed and technical instructions, short correspondence, and memos; the ability to add, subtract, multiply, and divide using whole numbers, common fractions, and decimals as normally acquired through completion of a high school education. Ability to pass a federal criminal background check and be listed on the Federal Mortgage Loan Officer registry as required by The S.A.F.E. Act. Ability to operate an on-line computer terminal, word processing, email, and adding machine as normally acquired through a basic course or one to three months of on-the-job experience. Comprehensive knowledge of the products, services, and procedures needed to process transactions as normally acquired through three to six months of on-the-job experience. Ability to concentrate on and pay close attention to detail for over fifty percent of work time. Must be able to closely examine documentation. Requires a high degree of accuracy. Analytical ability necessary to research and resolve member problems and determine the appropriate course of action. Interpersonal skills necessary to deal effectively and efficiently with a diverse group of members in various degrees of stressful situations. Requires strong communication/listening skills to deal diplomatically and effectively with sensitive situations. Demonstrates strong motivation and sales skills. Ability to exercise a high degree of independent judgment when addressing member concerns. Must be supportive of the overall business objectives. Work Environment and Physical Requirements Office environment with moderate level of noise. Frequent use of telephone, copier, computer, fax machine and other office machines. Prolonged sitting or standing. Frequent mental and visual concentration. Occasional travel for training, meetings, and assisting other branch locations. The above statements are intended to describe the general nature and level of the work being performed in this position. They are not intended to be construed as an exhaustive list of all responsibilities, duties, or requirements. Capital Credit Union is an Equal Opportunity Employer. We participate in E-Verify. Click the Learn more about Capital Credit Union link below for more information, as well as information on employee rights under the Family Medical Leave Act and the Employee Polygraph Protection Act.
    $29k-34k yearly est. 30d ago
  • Lead Teller

    Capital Credit Union 4.1company rating

    Capital Credit Union job in Oshkosh, WI

    Upholds the Credit Union's mission of “We do the right thing one member, one employee, and one experience at a time to strengthen the communities we serve” by assisting the Teller Supervisor or Branch Manager in monitoring the quality and efficiency of service delivered by the teller line, including supervising basic employee performance in the daily operation of the teller area (e.g. Dress & Grooming Issues, Tardiness, etc.). Assists members in person, through drive-ups or by telephone, providing a broad range of Credit Union information. Leads by example in promoting Capital's products and services as part of member advocacy, providing exceptional member service, and accurately performing the daily job responsibilities. Essential Responsibilities Performs the principal duties and responsibilities of a teller as outlined in the “Teller” job description, including maintaining a minimum number of transactions per month, which will be set by the Branch Manager or Teller Supervisor at each branch. Advises tellers on member transactions, questions, and problems, including, but not limited to signing off on checks, making exceptions to check acceptance policies, and refunding service charges, utilizing guidelines set by the Branch Manager. Promotes member advocacy, including the incentive program, and motivates employees to meet monthly goals. Assists with teller training and development by participating in employee training sessions, cross-training, monthly staff meetings, employee motivation and discipline. This includes taking an active role in the employee appraisal process, which may include providing written and/or verbal input. Assists the Teller Supervisor or Branch Manager in auditing cash drawers on a monthly basis, or as needed. Researches and follows up on member complaints. Assists the Teller Supervisor with, or depending on branch needs, may assume responsibility for, maintaining teller balancing records. This includes making necessary adjustments to member accounts, and processing missing endorsement items and other returned items for the branch. Assists the Teller Supervisor, or depending on branch needs, may assume responsibility for delegating the workflow of the teller area. This includes assigning, delegating, coordinating, and reviewing the work of the staff. Provides guidance as needed. Assists with Teller Supervisor duties on a daily basis and assumes responsibility for them in the Teller Supervisor's absence; or depending on branch needs, may assume responsibility for them on an ongoing basis. These responsibilities include, but are not limited to balancing the vault, ordering cash, balancing the coin machine, completing teller schedules, balancing daily work, responding to security alarms, maintaining a supply of postage and corporate checks, sorting the branch run, routing correspondence, ordering branch supplies, preparing daily work for filming and logging, recording stop payments, etc. May assist the Teller Supervisor or Branch Manager with the hiring process. Necessary Experience and Qualifications Ability to read, write, and comprehend detailed and sometimes technical instructions, short correspondence, and memos and ability to add, subtract, multiply, and divide using whole numbers, common fractions, and decimals as normally acquired through completion of a high school education. Ability to operate an on-line computer terminal (including a good working knowledge of the core computer system and E-Mail), coin processing machine, and adding machine normally acquired through a basic course or one to three months of on-the-job experience. Comprehensive knowledge of the products, services, and procedures needed to process transactions as normally acquired through three to six months of on-the-job experience, at least one of which is with the Credit Union, plus a broad knowledge of the Teller Supervisor function as normally acquired through six to twelve months of on-the-job experience. Cross-trained in Member Service. Ability to concentrate and pay close attention to detail for over ninety percent of work time. Must be able to closely examine documentation. Requires a high degree of accuracy. Analytical ability necessary to research and resolve member problems, determine the appropriate contact person in various situations, and locate and correct cash and posting errors. Interpersonal skills necessary to deal effectively and efficiently with a diverse group of members and employees in high-stress situations, setting the example by maintaining a professional demeanor and atmosphere. Requires communication/listening skills necessary to instruct new and existing employees and deal diplomatically and effectively with difficult situations. Develops motivation, delegation, and basic disciplinary skills. Ability to exercise independent judgment when advising tellers on member problems and when addressing employee relation situations. Demonstrates consistent leadership traits. Supports overall business objectives. Work Environment and Physical Requirements Office environment with moderate level of noise Minimal lifting of up to 25 pounds Frequent use of telephone, copier, computer, fax machine and other office machines Prolonged sitting or standing Frequent mental and visual concentration The above statements are intended to describe the general nature and level of the work being performed in this position. They are not intended to be construed as an exhaustive list of all responsibilities, duties, or requirements. Capital Credit Union is an Equal Opportunity Employer. We participate in E-Verify. Click the Learn more about Capital Credit Union link below for more information, as well as information on employee rights under the Family Medical Leave Act and the Employee Polygraph Protection Act.
    $28k-32k yearly est. 24d ago
  • Bilingual Contact Center Representative

    Capital Credit Union 4.1company rating

    Capital Credit Union job in Green Bay, WI

    Upholds the Credit Union's mission of “We do the right thing one member, one employee, and one experience at a time to strengthen the communities we serve” by assisting members on the telephone and/or in person, providing a broad range of Credit Union information using a consultative approach, performing basic transactions (transfers, inquires), and making referrals to the appropriate individual in a professional and efficient manner. Places an emphasis on enthusiastic quality service and member advocacy while concentrating on building member relationships. Essential Responsibilities • Operates a multi-line switchboard. Assists members by telephone and/or via electronic communication, determines their needs, and refers them to the appropriate individual. Provides routine and detailed information to callers. May take messages and distribute them in a timely manner. • Concentrates on building financial relationships with members, using a consultative approach. Discusses special promotions, and makes member referrals to Member Service Representatives, Mortgage Lenders, and Financial Solutions Representatives, including arranging member appointments. • Maintains an advanced knowledge of the online banking system (Architect/Bill Pay) to work as the support team for members and employees within the organization. • Educates members about Home Banking, E-Services and other products. Promotes applicable Credit Union products and services to new and existing members, presenting necessary information suited to members' needs. • Maintains an effective working knowledge, including the technical aspects of the products and services offered to members. • Maintains a strong understanding of the general functions of Credit Union departments and workflows in order to achieve first-call resolution whenever possible. • May perform telemarketing including, but not limited to, term share certificates. • May quote interest rates, loan payment amounts and collateral valuations. • Answers member questions and resolves member problems, concerns, and complaints including, but not limited to, refunding fees. Routinely tracks frequently asked questions and member concerns and follows up on member e-mails. • May perform miscellaneous duties including, secure messages, guestbook messages, and completing miscellaneous projects for other departments, etc. • Operates the voicemail system, forwarding messages to the appropriate people. • May assist in training new employees. Necessary Experience and Qualifications • Ability to read, write, and comprehend detailed and sometimes technical instructions, correspondence, and memos; and ability to add, subtract, multiply, and divide, using whole numbers, common fractions, and decimals as normally acquired through completion of a high school education. • Ability to operate a multi-line switchboard and on-line computer terminals accurately and efficiently to process calls and basic member transactions. Must include good working knowledge of core computer system, Nautilus, Word, E-mail, E-Services (home banking, Bill Pay, etc.) and Excel. Must be able to operate a fax machine and adding machine as normally acquired in one to three months of on-the-job experience. • Comprehensive knowledge of Credit Union products and services in order to provide information to members as normally acquired in three to six months of related experience with the Credit Union. May be cross-trained in the MSR areas. • Communication/listening skills necessary to deal effectively and courteously with a diverse group of members and employees in high-stress situations. • Ability to exercise independent judgment when addressing member problems. • Analytical ability to understand instructions, straight-forward comparisons of numbers, and the ability to collect information from computer screens and other available sources to assist members. Must be able to analyze, research, and resolve member problems and determine the appropriate course of action in unique situations. • Ability to stay in one place or work in a confined area for extended periods and to move about for up to ten percent of work time in order to distribute correspondence. • Ability to concentrate and pay close attention to detail for over ninety percent of work time. • The Bi-Lingual Contact Center Rep position requires being fluent in both written and oral communication in English and Spanish. Work Environment and Physical Requirements • Office environment with moderate level of noise • Frequent use of telephone, copier, computer, fax machine and other office machines • Prolonged sitting or standing • Frequent mental and visual concentration The above statements are intended to describe the general nature and level of the work being performed in this position. They are not intended to be construed as an exhaustive list of all responsibilities, duties, or requirements. Capital Credit Union is an Equal Opportunity Employer. We participate in E-Verify. Click the Learn more about Capital Credit Union link below for more information, as well as information on employee rights under the Family Medical Leave Act and the Employee Polygraph Protection Act.
    $31k-35k yearly est. 60d+ ago
  • Teller

    Capital Credit Union 4.1company rating

    Capital Credit Union job in Little Chute, WI

    Upholds the Credit Union's mission of ”We do the right thing one member, one employee, and one experience at a time to strengthen the communities we serve” by assisting members in person, through drive-ups, or by telephone, providing a broad range of Credit Union information. Receives and processes their transactions, requests, and concerns with an enthusiastic quality of service and sales orientation. Balances a cash drawer and daily work. Essential Responsibilities • Assists members in person, through drive-ups, and by telephone by operating an on-line teller terminal to process their transactions, which include but are not limited to deposits, withdrawals, loan payments, transfers, check cashing, coin processing, and account information. • Processes special member requests, including but not limited to account research, stop payments, direct deposit, ACH, payroll deduction, wire transfers, and safe deposit boxes. • Concentrates on building financial relationships with members, using a consultative approach. Discusses special promotions, and makes member referrals to Member Service Representatives, Mortgage Lenders, and Financial Solutions Representatives, including arranging member appointments. • Educates members about Home Banking, E-Services and other products. Promotes applicable Credit Union products and services to new and existing members, presenting necessary information suited to members' needs. • Balances cash drawer and transactions daily in accordance with the Teller Balancing Policy. Seeks recovery of any errors. Communicates errors to members whose accounts are affected. • Opens and/or closes the branch following all applicable procedures and policies. • Performs miscellaneous duties including but not limited to mail transactions, night deposits, deposit verifications, filing, updating accounts, etc. • Keeps up to date on procedural and policy changes by reading teller bulletins and memos and attending staff meetings. • May assume responsibility for extra duties related to the branch, including but not limited to safe deposit box billings, balancing the vault, ordering supplies, coin shipments, etc. • May assist other departments or branches as needed and when time permits. • May assist in training new employees. • May cross-train in Teller Supervisor functions and Member Services, and provide back-up to those areas as needed. Necessary Experience and Qualifications • Ability to read, write, and comprehend detailed and sometimes technical instructions, short correspondence, and memos and ability to add, subtract, multiply, and divide using whole numbers, common fractions, and decimals as normally acquired through completion of a high school education. • Ability to operate an on-line computer terminal (including a good working knowledge of the core computer system and email), coin processing machine, and adding machine normally acquired through a basic course or one to three months of on-the-job experience. • Comprehensive knowledge of the products, services, and procedures needed to process transactions as normally acquired through three to six months of on-the-job experience, at least one of which is with the Credit Union. • Ability to concentrate and pay close attention to detail for over ninety percent of work time. Must be able to closely examine documentation. Requires a high degree of accuracy. • Analytical ability necessary to research and resolve member problems and locate and correct cash and posting errors. • Interpersonal skills necessary to deal effectively and efficiently with a diverse group of members and employees in high-stress situations. Requires communication/listening skills necessary to effectively cross-sell Credit Union services. Work Environment and Physical Requirements • Office environment with moderate level of noise • Minimal lifting of up to 25 pounds • Frequent use of telephone, copier, computer, fax machine and other office machines • Prolonged sitting or standing • Frequent mental and visual concentration The above statements are intended to describe the general nature and level of the work being performed in this position. They are not intended to be construed as an exhaustive list of all responsibilities, duties, or requirements. Capital Credit Union is an Equal Opportunity Employer. We participate in E-Verify. Click the Learn more about Capital Credit Union link below for more information, as well as information on employee rights under the Family Medical Leave Act and the Employee Polygraph Protection Act.
    $31k-35k yearly est. 60d+ ago
  • Member Service Representative

    Capital Credit Union 4.1company rating

    Capital Credit Union job in Green Bay, WI

    Upholds the Credit Union's mission of “We do the right thing one member, one employee, and one experience at a time to strengthen the communities we serve” by receiving members in person and by telephone and meeting all of their needs and requests in the areas of consumer lending and new accounts. Promotes products and services in a professional and effective manner. Essential Responsibilities Concentrates on building financial relationships with members, using a member advocacy approach. Educates members about Home Banking, E-Services and other products. Promotes applicable Credit Union products and services to new and existing members, presenting necessary information suited to members' needs, including but not limited to all types of consumer loans, debt protection, GAP, shares, sharedrafts, share certificates, IRAs, credit cards, home banking, debit cards, and direct deposit. Maintains an effective working knowledge, including the technical aspects of the products listed above. Helps members determine the suitability of those products. Accurately maintains and follows-up on all types of accounts on the computer system. Interprets key documents and makes decisions based on policies and member data. Corresponds with the membership on eligibility requirements for accounts and loans and denials of credit. Answers member questions as well as other employees' questions concerning the broad range of Credit Union products and information. Assists in preparing procedures and documentation for the position. May be required to handle teller functions, including responsibility for a cash drawer. May be required to open/close branch, following all applicable procedures and policies. May assist in training new employees Necessary Experience and Qualifications Ability to read, write, and comprehend detailed and technical instructions, short correspondence, and memos; the ability to add, subtract, multiply, and divide using whole numbers, common fractions, and decimals as normally acquired through completion of a high school education. Ability to pass a federal criminal background check and be listed on the Federal Mortgage Loan Officer registry as required by The S.A.F.E. Act. Ability to operate an on-line computer terminal, word processing, email, and adding machine as normally acquired through a basic course or one to three months of on-the-job experience. Comprehensive knowledge of the products, services, and procedures needed to process transactions as normally acquired through three to six months of on-the-job experience. Ability to concentrate on and pay close attention to detail for over fifty percent of work time. Must be able to closely examine documentation. Requires a high degree of accuracy. Analytical ability necessary to research and resolve member problems and determine the appropriate course of action. Interpersonal skills necessary to deal effectively and efficiently with a diverse group of members in various degrees of stressful situations. Requires strong communication/listening skills to deal diplomatically and effectively with sensitive situations. Demonstrates strong motivation and sales skills. Ability to exercise a high degree of independent judgment when addressing member concerns. Must be supportive of the overall business objectives. Work Environment and Physical Requirements Office environment with moderate level of noise. Frequent use of telephone, copier, computer, fax machine and other office machines. Prolonged sitting or standing. Frequent mental and visual concentration. Occasional travel for training, meetings, and assisting other branch locations. The above statements are intended to describe the general nature and level of the work being performed in this position. They are not intended to be construed as an exhaustive list of all responsibilities, duties, or requirements. Capital Credit Union is an Equal Opportunity Employer. We participate in E-Verify. Click the Learn more about Capital Credit Union link below for more information, as well as information on employee rights under the Family Medical Leave Act and the Employee Polygraph Protection Act.
    $30k-34k yearly est. 10d ago
  • Teller

    Capital Credit Union 4.1company rating

    Capital Credit Union job in Appleton, WI

    Upholds the Credit Union's mission of ”We do the right thing one member, one employee, and one experience at a time to strengthen the communities we serve” by assisting members in person, through drive-ups, or by telephone, providing a broad range of Credit Union information. Receives and processes their transactions, requests, and concerns with an enthusiastic quality of service and sales orientation. Balances a cash drawer and daily work. Essential Responsibilities • Assists members in person, through drive-ups, and by telephone by operating an on-line teller terminal to process their transactions, which include but are not limited to deposits, withdrawals, loan payments, transfers, check cashing, coin processing, and account information. • Processes special member requests, including but not limited to account research, stop payments, direct deposit, ACH, payroll deduction, wire transfers, and safe deposit boxes. • Concentrates on building financial relationships with members, using a consultative approach. Discusses special promotions, and makes member referrals to Member Service Representatives, Mortgage Lenders, and Financial Solutions Representatives, including arranging member appointments. • Educates members about Home Banking, E-Services and other products. Promotes applicable Credit Union products and services to new and existing members, presenting necessary information suited to members' needs. • Balances cash drawer and transactions daily in accordance with the Teller Balancing Policy. Seeks recovery of any errors. Communicates errors to members whose accounts are affected. • Opens and/or closes the branch following all applicable procedures and policies. • Performs miscellaneous duties including but not limited to mail transactions, night deposits, deposit verifications, filing, updating accounts, etc. • Keeps up to date on procedural and policy changes by reading teller bulletins and memos and attending staff meetings. • May assume responsibility for extra duties related to the branch, including but not limited to safe deposit box billings, balancing the vault, ordering supplies, coin shipments, etc. • May assist other departments or branches as needed and when time permits. • May assist in training new employees. • May cross-train in Teller Supervisor functions and Member Services, and provide back-up to those areas as needed. Necessary Experience and Qualifications • Ability to read, write, and comprehend detailed and sometimes technical instructions, short correspondence, and memos and ability to add, subtract, multiply, and divide using whole numbers, common fractions, and decimals as normally acquired through completion of a high school education. • Ability to operate an on-line computer terminal (including a good working knowledge of the core computer system and email), coin processing machine, and adding machine normally acquired through a basic course or one to three months of on-the-job experience. • Comprehensive knowledge of the products, services, and procedures needed to process transactions as normally acquired through three to six months of on-the-job experience, at least one of which is with the Credit Union. • Ability to concentrate and pay close attention to detail for over ninety percent of work time. Must be able to closely examine documentation. Requires a high degree of accuracy. • Analytical ability necessary to research and resolve member problems and locate and correct cash and posting errors. • Interpersonal skills necessary to deal effectively and efficiently with a diverse group of members and employees in high-stress situations. Requires communication/listening skills necessary to effectively cross-sell Credit Union services. Work Environment and Physical Requirements • Office environment with moderate level of noise • Minimal lifting of up to 25 pounds • Frequent use of telephone, copier, computer, fax machine and other office machines • Prolonged sitting or standing • Frequent mental and visual concentration The above statements are intended to describe the general nature and level of the work being performed in this position. They are not intended to be construed as an exhaustive list of all responsibilities, duties, or requirements. Capital Credit Union is an Equal Opportunity Employer. We participate in E-Verify. Click the Learn more about Capital Credit Union link below for more information, as well as information on employee rights under the Family Medical Leave Act and the Employee Polygraph Protection Act.
    $31k-35k yearly est. 9d ago
  • Digital Member Service Representative

    Capital Credit Union 4.1company rating

    Capital Credit Union job in Green Bay, WI

    Upholds the Credit Union's mission of “We do the right thing one member, one employee, and one experience at a time to strengthen the communities we serve” by assisting digital members who prefer digital channels over in-branch visits. This position focuses on processing and onboarding deposit and loan applications submitted online, via video or phone appointments, and through follow-up activities. This position needs to actively promote the member advocacy philosophy, as well as placing an emphasis on enthusiastic quality service while concentrating on building member relationships. Essential Responsibilities Assists members in the area of consumer lending by phone, video or online applications. This may include, but is not limited to, taking and closing loan applications and answering member questions. Assists members in the area of new accounts by phone, video meetings or online applications. This may include, but is not limited to, opening new accounts, answering member questions, and selling and servicing the products and services offered by the Credit Union. Educates members about digital options and other products Capital Credit Union has to offer. Promotes applicable Credit Union products and services to new and existing members, presenting necessary information suited to members' needs, including but not limited to all types of consumer loans, debt protection, GAP, share drafts, share certificates, credit cards, home banking, debit cards, and direct deposit. Occasionally talking to members about online banking. Corresponds with the membership on eligibility requirements for accounts and loans. Discusses special promotions and makes member referrals to Mortgage Lenders and Capital Investment Group, including arranging member appointments. May perform miscellaneous duties, including, but not limited to, compiling data for rate surveys, closed account surveys, and outbound members surveys. Maintains working knowledge of the online banking system Concentrates on building financial relationships with members, using a member advocacy approach. Maintains 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. Interprets key documents and makes decisions based on our policies and member data. Cross-sells applicable Credit Union products and services to new and existing members, presenting necessary information suited to members' needs. Assists in preparing procedures and documentation for the position. May assist in training new employees. Maintains a strong understanding of the general functions of Credit Union departments and workflows in order to achieve first-call resolution whenever possible. Necessary Experience and Qualifications Ability to read, write, and comprehend detailed and technical instructions, short correspondence, and memos; the ability to add, subtract, multiply, and divide using whole numbers, common fractions, and decimals as normally acquired through completion of a high school education. Ability to operate an on-line computer terminal (including a good working knowledge of Microsoft Office software such as Word and Excel, the core computer system, Velocity & E-Mail), and adding machine as normally acquired through a basic course or one to three months of on-the-job experience. Comprehensive knowledge of the products, services, and procedures needed to process transactions as normally acquired through three to six months of on-the-job experience. Ability to concentrate on and pay close attention to detail for over 75% of work time. Must be able to closely examine documentation. Requires a high degree of accuracy. Analytical ability necessary to research and resolve member problems and determine the appropriate course of action. Interpersonal skills necessary to deal effectively and efficiently with a diverse group of members in various degrees of stressful situations. Requires strong communication/listening skills to deal diplomatically and effectively with sensitive situations. Demonstrates strong motivation and sales skills. Ability to exercise a high degree of independent judgment when addressing member concerns. Must be supportive of the overall business objectives. Ability to stay in one place or work in a confined area for extended periods of time and to move about for up to ten percent of work time in order to distribute correspondence. Work Environment and Physical Requirements Office environment with moderate level of noise Frequent use of telephone, copier, computer, fax machine and other office machines Prolonged sitting or standing Frequent mental and visual concentration The above statements are intended to describe the general nature and level of the work being performed in this position. They are not intended to be construed as an exhaustive list of all responsibilities, duties, or requirements. Capital Credit Union is an Equal Opportunity Employer. We participate in E-Verify. Click the Learn more about Capital Credit Union link below for more information, as well as information on employee rights under the Family Medical Leave Act and the Employee Polygraph Protection Act.
    $30k-34k yearly est. 10d ago
  • Teller

    Capital Credit Union 4.1company rating

    Capital Credit Union job in Green Bay, WI

    Upholds the Credit Union's mission of ”We do the right thing one member, one employee, and one experience at a time to strengthen the communities we serve” by assisting members in person, through drive-ups, or by telephone, providing a broad range of Credit Union information. Receives and processes their transactions, requests, and concerns with an enthusiastic quality of service and sales orientation. Balances a cash drawer and daily work. Essential Responsibilities • Assists members in person, through drive-ups, and by telephone by operating an on-line teller terminal to process their transactions, which include but are not limited to deposits, withdrawals, loan payments, transfers, check cashing, coin processing, and account information. • Processes special member requests, including but not limited to account research, stop payments, direct deposit, ACH, payroll deduction, wire transfers, and safe deposit boxes. • Concentrates on building financial relationships with members, using a consultative approach. Discusses special promotions, and makes member referrals to Member Service Representatives, Mortgage Lenders, and Financial Solutions Representatives, including arranging member appointments. • Educates members about Home Banking, E-Services and other products. Promotes applicable Credit Union products and services to new and existing members, presenting necessary information suited to members' needs. • Balances cash drawer and transactions daily in accordance with the Teller Balancing Policy. Seeks recovery of any errors. Communicates errors to members whose accounts are affected. • Opens and/or closes the branch following all applicable procedures and policies. • Performs miscellaneous duties including but not limited to mail transactions, night deposits, deposit verifications, filing, updating accounts, etc. • Keeps up to date on procedural and policy changes by reading teller bulletins and memos and attending staff meetings. • May assume responsibility for extra duties related to the branch, including but not limited to safe deposit box billings, balancing the vault, ordering supplies, coin shipments, etc. • May assist other departments or branches as needed and when time permits. • May assist in training new employees. • May cross-train in Teller Supervisor functions and Member Services, and provide back-up to those areas as needed. Necessary Experience and Qualifications • Ability to read, write, and comprehend detailed and sometimes technical instructions, short correspondence, and memos and ability to add, subtract, multiply, and divide using whole numbers, common fractions, and decimals as normally acquired through completion of a high school education. • Ability to operate an on-line computer terminal (including a good working knowledge of the core computer system and email), coin processing machine, and adding machine normally acquired through a basic course or one to three months of on-the-job experience. • Comprehensive knowledge of the products, services, and procedures needed to process transactions as normally acquired through three to six months of on-the-job experience, at least one of which is with the Credit Union. • Ability to concentrate and pay close attention to detail for over ninety percent of work time. Must be able to closely examine documentation. Requires a high degree of accuracy. • Analytical ability necessary to research and resolve member problems and locate and correct cash and posting errors. • Interpersonal skills necessary to deal effectively and efficiently with a diverse group of members and employees in high-stress situations. Requires communication/listening skills necessary to effectively cross-sell Credit Union services. Work Environment and Physical Requirements • Office environment with moderate level of noise • Minimal lifting of up to 25 pounds • Frequent use of telephone, copier, computer, fax machine and other office machines • Prolonged sitting or standing • Frequent mental and visual concentration The above statements are intended to describe the general nature and level of the work being performed in this position. They are not intended to be construed as an exhaustive list of all responsibilities, duties, or requirements. Capital Credit Union is an Equal Opportunity Employer. We participate in E-Verify. Click the Learn more about Capital Credit Union link below for more information, as well as information on employee rights under the Family Medical Leave Act and the Employee Polygraph Protection Act.
    $31k-35k yearly est. 60d+ ago
  • Teller

    Capital Credit Union 4.1company rating

    Capital Credit Union job in Kimberly, WI

    Upholds the Credit Union's mission of ”We do the right thing one member, one employee, and one experience at a time to strengthen the communities we serve” by assisting members in person, through drive-ups, or by telephone, providing a broad range of Credit Union information. Receives and processes their transactions, requests, and concerns with an enthusiastic quality of service and sales orientation. Balances a cash drawer and daily work. Essential Responsibilities • Assists members in person, through drive-ups, and by telephone by operating an on-line teller terminal to process their transactions, which include but are not limited to deposits, withdrawals, loan payments, transfers, check cashing, coin processing, and account information. • Processes special member requests, including but not limited to account research, stop payments, direct deposit, ACH, payroll deduction, wire transfers, and safe deposit boxes. • Concentrates on building financial relationships with members, using a consultative approach. Discusses special promotions, and makes member referrals to Member Service Representatives, Mortgage Lenders, and Financial Solutions Representatives, including arranging member appointments. • Educates members about Home Banking, E-Services and other products. Promotes applicable Credit Union products and services to new and existing members, presenting necessary information suited to members' needs. • Balances cash drawer and transactions daily in accordance with the Teller Balancing Policy. Seeks recovery of any errors. Communicates errors to members whose accounts are affected. • Opens and/or closes the branch following all applicable procedures and policies. • Performs miscellaneous duties including but not limited to mail transactions, night deposits, deposit verifications, filing, updating accounts, etc. • Keeps up to date on procedural and policy changes by reading teller bulletins and memos and attending staff meetings. • May assume responsibility for extra duties related to the branch, including but not limited to safe deposit box billings, balancing the vault, ordering supplies, coin shipments, etc. • May assist other departments or branches as needed and when time permits. • May assist in training new employees. • May cross-train in Teller Supervisor functions and Member Services, and provide back-up to those areas as needed. Necessary Experience and Qualifications • Ability to read, write, and comprehend detailed and sometimes technical instructions, short correspondence, and memos and ability to add, subtract, multiply, and divide using whole numbers, common fractions, and decimals as normally acquired through completion of a high school education. • Ability to operate an on-line computer terminal (including a good working knowledge of the core computer system and email), coin processing machine, and adding machine normally acquired through a basic course or one to three months of on-the-job experience. • Comprehensive knowledge of the products, services, and procedures needed to process transactions as normally acquired through three to six months of on-the-job experience, at least one of which is with the Credit Union. • Ability to concentrate and pay close attention to detail for over ninety percent of work time. Must be able to closely examine documentation. Requires a high degree of accuracy. • Analytical ability necessary to research and resolve member problems and locate and correct cash and posting errors. • Interpersonal skills necessary to deal effectively and efficiently with a diverse group of members and employees in high-stress situations. Requires communication/listening skills necessary to effectively cross-sell Credit Union services. Work Environment and Physical Requirements • Office environment with moderate level of noise • Minimal lifting of up to 25 pounds • Frequent use of telephone, copier, computer, fax machine and other office machines • Prolonged sitting or standing • Frequent mental and visual concentration The above statements are intended to describe the general nature and level of the work being performed in this position. They are not intended to be construed as an exhaustive list of all responsibilities, duties, or requirements. Capital Credit Union is an Equal Opportunity Employer. We participate in E-Verify. Click the Learn more about Capital Credit Union link below for more information, as well as information on employee rights under the Family Medical Leave Act and the Employee Polygraph Protection Act.
    $31k-35k yearly est. 46d ago
  • Teller

    Capital Credit Union 4.1company rating

    Capital Credit Union job in Freedom, WI

    Upholds the Credit Union's mission of ”We do the right thing one member, one employee, and one experience at a time to strengthen the communities we serve” by assisting members in person, through drive-ups, or by telephone, providing a broad range of Credit Union information. Receives and processes their transactions, requests, and concerns with an enthusiastic quality of service and sales orientation. Balances a cash drawer and daily work. Essential Responsibilities • Assists members in person, through drive-ups, and by telephone by operating an on-line teller terminal to process their transactions, which include but are not limited to deposits, withdrawals, loan payments, transfers, check cashing, coin processing, and account information. • Processes special member requests, including but not limited to account research, stop payments, direct deposit, ACH, payroll deduction, wire transfers, and safe deposit boxes. • Concentrates on building financial relationships with members, using a consultative approach. Discusses special promotions, and makes member referrals to Member Service Representatives, Mortgage Lenders, and Financial Solutions Representatives, including arranging member appointments. • Educates members about Home Banking, E-Services and other products. Promotes applicable Credit Union products and services to new and existing members, presenting necessary information suited to members' needs. • Balances cash drawer and transactions daily in accordance with the Teller Balancing Policy. Seeks recovery of any errors. Communicates errors to members whose accounts are affected. • Opens and/or closes the branch following all applicable procedures and policies. • Performs miscellaneous duties including but not limited to mail transactions, night deposits, deposit verifications, filing, updating accounts, etc. • Keeps up to date on procedural and policy changes by reading teller bulletins and memos and attending staff meetings. • May assume responsibility for extra duties related to the branch, including but not limited to safe deposit box billings, balancing the vault, ordering supplies, coin shipments, etc. • May assist other departments or branches as needed and when time permits. • May assist in training new employees. • May cross-train in Teller Supervisor functions and Member Services, and provide back-up to those areas as needed. Necessary Experience and Qualifications • Ability to read, write, and comprehend detailed and sometimes technical instructions, short correspondence, and memos and ability to add, subtract, multiply, and divide using whole numbers, common fractions, and decimals as normally acquired through completion of a high school education. • Ability to operate an on-line computer terminal (including a good working knowledge of the core computer system and email), coin processing machine, and adding machine normally acquired through a basic course or one to three months of on-the-job experience. • Comprehensive knowledge of the products, services, and procedures needed to process transactions as normally acquired through three to six months of on-the-job experience, at least one of which is with the Credit Union. • Ability to concentrate and pay close attention to detail for over ninety percent of work time. Must be able to closely examine documentation. Requires a high degree of accuracy. • Analytical ability necessary to research and resolve member problems and locate and correct cash and posting errors. • Interpersonal skills necessary to deal effectively and efficiently with a diverse group of members and employees in high-stress situations. Requires communication/listening skills necessary to effectively cross-sell Credit Union services. Work Environment and Physical Requirements • Office environment with moderate level of noise • Minimal lifting of up to 25 pounds • Frequent use of telephone, copier, computer, fax machine and other office machines • Prolonged sitting or standing • Frequent mental and visual concentration The above statements are intended to describe the general nature and level of the work being performed in this position. They are not intended to be construed as an exhaustive list of all responsibilities, duties, or requirements. Capital Credit Union is an Equal Opportunity Employer. We participate in E-Verify. Click the Learn more about Capital Credit Union link below for more information, as well as information on employee rights under the Family Medical Leave Act and the Employee Polygraph Protection Act.
    $31k-35k yearly est. 59d ago

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Zippia gives an in-depth look into the details of Capital Credit Union, including salaries, political affiliations, employee data, and more, in order to inform job seekers about Capital Credit Union. The employee data is based on information from people who have self-reported their past or current employments at Capital Credit Union. The data on this page is also based on data sources collected from public and open data sources on the Internet and other locations, as well as proprietary data we licensed from other companies. Sources of data may include, but are not limited to, the BLS, company filings, estimates based on those filings, H1B filings, and other public and private datasets. While we have made attempts to ensure that the information displayed are correct, Zippia is not responsible for any errors or omissions or for the results obtained from the use of this information. None of the information on this page has been provided or approved by Capital Credit Union. The data presented on this page does not represent the view of Capital Credit Union and its employees or that of Zippia.

Capital Credit Union may also be known as or be related to CAPITAL CREDIT UNION and Capital Credit Union.