Finance service representative jobs in Oshkosh, WI - 362 jobs

The Customer Service Representative is responsible for professionally representing Green Bay Packaging while delivering exceptional service to customers. This role requires a strong understanding of the company's production processes and capabilities to ensure accurate communication and effective support. The representative will maintain knowledge of individual customer requirements, manage order entry, estimating, pricing, and address customer complaints promptly and effectively. Responsibilities * Managing multiple accounts/Backing up other team members * Update Customer Service Supervisor for staff meetings * Enter orders per customer's specification. Verify delivery date, quantity, purchase order number and selling price are all correct * Purchase printing plates and cutting dies from approved suppliers * Make print cards and create diagrams with Ardios CAD * Expedite customer order changes with Business Operations Team and with Shipping Teams * Coordinate deliveries with Shipping Teams. Provide dock times and any special loading instructions * Coordinate "outside fab" orders with other Green Bay Packaging Divisions * Coordinate orders run at other Green Bay Packaging Divisions * Generate product designs per customer's spec * Review ROS levels on existing business and all pricing with Customer Service Supervisor and Business Operations Manager before quoting to customer * Generate price quotes for customers * Coordinate price changes with Customer Service Supervisor, Business Operations Manager and Corporate National Accounts Group * Update and keep current customer's price list * Prepare Internal and Customer reports for monthly and delivery performance, customer shutdowns and holiday schedules, customer service reports, and vendor reviews * Knowledge of all accounts to ensure customer's requirements are met * Other duties as assigned Qualifications * High school diploma or equivalent is required * Experience with order writing, estimating and pricing are preferred. In lieu of education listed, related experience in a manufacturing setting may be considered * Qualified candidates will have a demonstrated commitment to providing outstanding service to customers * Candidates must possess the ability to problem solve, handle multiple tasks at once, and be able to work in a fast-paced, team-based environment * Excellent oral and written communication skills with attention to detail are required Compensation & Benefits In addition to a competitive wage, the selected candidate will enjoy a comprehensive benefit package including medical, dental, vision, prescription drug, wellness programs, STD, LTD, life insurance, and company matching 401(k) . Green Bay Packaging benefits may vary by position or division. Company Overview Started in 1933, Green Bay Packaging Inc. is a family-owned, vertically integrated company consisting of corrugated container plants, a folding carton facility, recycled and virgin containerboard mills, pressure-sensitive label roll stock plants, timberlands, a paper slitting operation, and a sawmill facility. Headquartered in Green Bay, WI, Green Bay Packaging Inc. employs over 5,000 team members and operates more than 40 facilities in 16 states. Green Bay Packaging is committed to innovative product development, sustainable forestry practices, and emphasizes safety, quality, and continuous improvement. For more information, visit gbp.com.

We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education, and advice tailored to suit their financial needs. As an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers. Job responsibilities Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want Assists clients and the branch team by helping with new account openings when needed Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures Required qualifications, capabilities, and skills 6+ months of customer service experience High school diploma or GED equivalent Preferred qualifications, capabilities, and skills Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills Strong desire and ability to influence, educate, and connect customers to technology Cash handling experience

Financial Services Representative ANSWERS TO: Billing Team Leader SUPERVISORY RESPONSIBILITY: None WORK HOURS: Full-time, Monday through Friday 8:00 a.m. - 5:00 p.m., 40 hours per week POSITION DESCRIPTION: Join our dynamic specialty medical practice as a Financial Services Representative, where you'll serve as a key liaison, assisting patients with account payments and managing all aspects of patient and insurance billing. In this role, you will: Facilitate patient payment coordination with clarity and professionalism. Oversee insurance billing processes to ensure accuracy and timely reimbursements. Address billing inquiries and support patients in navigating financial aspects of their care. Maintain compliance with billing regulations while optimizing efficiency. ESSENTIAL DUTIES AND RESPONSIBILITIES: (not limited to): Communicate with patients about their accounts via verbal and written correspondence. This role requires frequent telephone conversations. Prepare surgical estimates. Set up payment plans with patients. Process patient credit card payments. Work with attorney offices for resolution of patient accounts. Review monthly delinquency report. Refer delinquent accounts to collection. Review bankruptcy notices. Call insurance companies. SKILLS NEEDED: Work well in a team environment. Have basic knowledge of insurance plans (HMO, PPO, etc.) contracts, claims and payment processes. Have excellent computer and telephone skills. Have basic knowledge of medical office practices, terminology, and abbreviations. Have excellent communication/customer service. Must be able to clearly and precisely communicate with doctors, nurses, therapists, co-workers and patients. Adhere to OSHA, HIPAA, and MEDICARE guidelines. REQUIRED EDUCATION: High school or Equivalent REQUIRED EXPERIENCE: 1 to 20+ years BENEFITS INCLUDE: Health and Wellness Insurance (health, vision, dental), Disability Insurance (short-term and long-term), Life Insurance, Paid Time Off (vacation, sick and holiday), 401K/Profit Sharing plan.

Are you ready to work for an employer that truly values your contributions and well-being? At Family Services, we believe in caring for our team as much as we care for the individuals, children, and families we serve. Join our mission-driven organization, where your work makes a meaningful impact on the community every day. About Family Services Family Services is a nonprofit organization committed to Protecting, Healing, and Caring for children and families across Northeast Wisconsin. We provide vital support during life's most challenging moments, helping individuals heal, grow, and thrive. We're Hiring! We are seeking a Customer Service Representative to join our team. This full-time position is based out of our Menasha location and is responsible for providing professional and proactive customer service to clients. Key Responsibilities * Present a professional and positive influence within the Agency and the Office Services team assuring quality customer service. * Comply with agency confidentiality policies. * Responsible for the timely and professional handling of high-volume incoming telephone calls and messages while directing them to the proper individuals. * Have knowledge of agency services and staff in order to properly handle computer appointment schedules efficiently and accurately. * Assist clients at check in, verify client information including insurance verification, keep current data in client files while handling client files in a confidential manner. Qualifications Education: * Required: High School diploma/GED * Preferred: Associate's degree Experience: * Required: 1+ years' office support and customer service experience Skills and Competencies: * Excellent organizational skills; communication, interpersonal skills. Professional appearance and presentation. * Ability to perform and coordinate multiple tasks and work with minimal supervision. * Typing and data entry skills of 45 wpm are necessary. Experience in Word, Excel programs required. * Proper English usage, spelling and English composition are required. * Demonstrated commitment to diversity, equity, and inclusion. * Ability to manage sensitive information with confidentiality and professionalism. Why Join Us? Family Services offers a supportive and collaborative work environment where you can make a meaningful impact every day and help advance our mission to Protect, Heal, and Care. Apply today to join our team and make a difference in the lives of others!

Job Title: Financial Aid Specialist Compensation: Hiring Range: $38,213.60 - $45,856.32 and will be commensurate with level of experience Benefits: Includes: single or family health care coverage (premiums paid for by the university), basic life insurance, EAP, retirement plan, tuition waiver, annual and sick leave. Optional benefits available: supplemental life, dental, vision, long- term care insurance, flexible spending account, and supplemental retirement plans. Who can apply: Internal/external candidates eligible to work in the United States. Mayville State University will not offer visa sponsorship for this position. FLSA: Non-Exempt Recruitment: Internal and External Start date: TBD Mayville State University's Values: We are here to give students a chance to prove themselves. College is often the difference between dreaming and doing. And at Mayville State University, we believe that every student - whether they are coming from high school or attempting to climb higher on the corporate ladder - deserves the opportunity to be his or her best. We grant that opportunity by supporting students with experienced, compassionate faculty, the latest learning environments, and a welcoming atmosphere that encourages self-expression and educational exploration. And we are here to be the affordable, accessible collegiate option that gives individuals the opportunity to become professional, productive members of society. It isn't enough for us to create knowledgeable graduates or even a hard-working workforce. We exist to shape citizens who'll contribute to their communities with time, talent, and treasure. We develop sharp thinkers who will lead change in both their personal and professional lives. And we give every student every opportunity to make a difference. * Affordability * Personal Service * Giving Back to the communities we live in Mayville State University's Bottom Line: We develop better leaders. One person at a time. Position Information: The Financial Aid Specialist supports Mayville State University's mission by assisting students, parents, and campus partners with financial aid processes and program requirements. This position is responsible for front line and back-end service, processing financial aid applications and documentation, and supporting the accurate administration of federal, state, institutional, and private aid programs in compliance with applicable regulations. The Financial Aid Specialist serves as a knowledgeable resource for prospective and current students by explaining eligibility requirements, application procedures, award notifications, and student responsibilities. The position works collaboratively within the Financial Aid office and with Campus partners to ensure timely communication, efficient operations, and equitable access to services for on-campus and online education students and families. The Financial Aid Specialist exercises significant judgment in interpretation and application of complex and frequently changing financial aid regulation and contributes to operational decision making, process improvement, and compliance readiness. Key Competencies: * Knowledge of federal student aid programs and financial aid regulations * Experience working in a higher education environment is preferred * Familiarity with student information systems (e.g., Peoplesoft) preferred * Ability to accurately process detailed information and maintain confidentiality * Strong organizational, communication, and customer service skills * Ability to be flexible and adapt well to change * Ability to deal with multiple tasks and deadlines * Ability to provide professional support and present a positive image of the department and Mayville State University in all circumstances Minimum Qualifications: * High school diploma or GED required * Knowledge of federal student aid programs Preferred Qualifications: * Bachelor's degree in business administration or similar field; or equivalent experience * Minimum of two years of experience and knowledge of Federal Student Aid Programs * Experience with compliance monitoring and recording * Experience with customer experience Applicants must submit the following materials to be considered fully: * A letter of application * A current resume * Three professional references Application review will begin January 12, 2026, and will continue until filled. MASU is an Equal Opportunity Employer and encourages applications from diverse candidates and candidates who support diversity. ND veteran's preference laws apply to this position. Veterans claiming preference must submit all proof of eligibility by the closing date. Proof of eligibility includes a DD-214 and if claiming disabled status, a current letter of disability. The state of North Dakota has an open records law; therefore, your application could be subject to review upon request. A criminal history background check must be satisfied prior to employment. ND Relay: ******************************** "This search is being conducted consistent with the State of North Dakota Open Records statutes."

Job DescriptionBenefits: Hiring bonus 401(k) Bonus based on performance Competitive salary Flexible schedule Health insurance Opportunity for advancement Paid time off Training & development ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Dexter Smith - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge reinforces your sales-minded and consultative approach to educating customers on their options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Consult customers with financial planning and investment options. Conduct financial reviews and recommend appropriate products. Maintain compliance with financial regulations. Educate clients about insurance products and recommend appropriate coverage options. Foster strong client relationships through regular follow-ups and proactive communication. QUALIFICATIONS: Experience in financial services preferred. Analytical and communication skills. Goal-oriented and motivated by achieving measurable results. Ability to manage multiple priorities and work effectively in a fast-paced environment. Series 6, 63, 65 or 7 license preferred.

JobID: 210698722 JobSchedule: Part time JobShift: Variable : At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals. Job Responsibilities * Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. * Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements. * Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want. * Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals. * Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures. Required Qualifications, Capabilities, and Skills * Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment. * Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients. * Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs. * Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience. * Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity. * Ability to quickly and accurately learn products, services, and procedures. * Client service experience or comparable experience. * High school diploma or GED equivalent. Preferred Qualifications, Capabilities, and Skills * Strong desire and ability to influence, educate, and connect customers to technology solutions. * Cash handling experience.

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.

Current Employees: If you are currently employed at any of the Universities of Wisconsin, log in to Workday to apply through the internal application process. Position Title:Financial Specialist IIJob Category:University StaffEmployment Type:RegularJob Profile:Financial Specialist IIJob Duties: Primarily reviews, approves, and advises on a variety of advanced financial transactions for the units of Residence Life and Dining & Retail. May prepare some financial transactions and reconciles transactions. Recommends controls and process improvements, troubleshoots advanced financial errors. Maintains financial records, provides administrative processing support, and provides customer service for staff and customers in an assigned program area to support program financial management. Audits, monitors, organizes, and updates fiscal records, reports, and affiliated materials Creates general reporting for transactions Audits or processes advanced transactions and assigns funding codes in accordance with established rules, regulations, and policies Audits or reconciles original purchase documents with payments Reallocates expenses to appropriate funding strings Drafts communications and advanced reports and maintains organization of varied records to provide administrative support within a specified work unit Answers advanced fiscal questions and provides information based on set materials and standards to various audiences Reviews transaction processing internal controls and recommends policies and procedures Key Job Responsibilities: Audits or reconciles original purchase documents with payments Reallocates expenses to appropriate funding strings Drafts communications and advanced reports and maintains organization of varied records to provide administrative support within a specified work unit Answers advanced fiscal questions and provides information based on set materials and standards to various audiences Special projects and miscellaneous duties as required Reviews transaction processing internal controls and recommends policies and procedures Audits, monitors, organizes, and updates fiscal records, reports, and affiliated materials Creates general reporting for transactions Audits or processes advanced transactions and assigns funding codes in accordance with established rules, regulations, and policies Department: Finance/Student Success Business Officers Compensation: Starting at $19.00/hr and commensurate with experience Required Qualifications: Experience with financial managment software systems At least 1 year of experience with cash handling At least 1 year of financial auditing experience Demonstrated oral and written communication Preferred Qualifications: Experience with University of Wisconsin procurement management Experience creating financial reports and managing financial records Education: Minimum Required: High School Diploma Preferred Degree: Associates Degree in Business, Accounting, Finance or related field How to Apply: Applicants must submit the following documents using the online application: Resume Cover Letter *Please use your application materials to speak to each of the qualifications for this position as listed above. Be sure to describe your relevant experience and areas of expertise, using specific examples from your work and education history. Applicants must complete all required fields and attach all required documents prior to submitting the online application. All final candidates will be asked to provide names, email contact information, and/or phone numbers for three (3) references, with at least one being from a manager or supervisor, during the interview process. Note: Once you have attached your materials and submitted your application, you will not be able to go into the system and change them. To Ensure Consideration: Applications received by the end of the day on 01/20/2026 are ensured full consideration. Applications received after that date may be given consideration. Application materials will be evaluated, and the most qualified applicants will be invited to participate in the next step of the selection process. Incomplete and/or late application materials may not receive consideration. Contact Information: For questions regarding your application and additional options to apply, contact Human Resources at ********************* or ************ Work Authorization Unless otherwise indicated in the job posting, the University of Wisconsin Oshkosh does not offer H-1B or other work authorization visa sponsorship for this position. Candidates must be legally authorized to work in the United States at the time of hire and maintain work authorization throughout the employment term. UW Oshkosh is not an e-verify employer; therefore, STEM extensions are not options for work authorization. Legal Notices: Reasonable Accommodations UWO provides reasonable accommodations to qualified individuals with disabilities who are employees or applicants for employment. Employment opportunities will not be denied because of the need to make reasonable accommodations for a qualified individual with a disability. If you need assistance or accommodation in applying because of a disability, please contact ****************** or ************. This job announcement and other material on this site will be made available in alternate formats upon request to an individual with a disability. Confidentiality of Applicant Materials UWO is a State agency and subject to Wisconsin's Open Records Law. UWO will not, however, reveal the identities of applicants who request confidentiality in writing except as may be required by Wisconsin's Open Records law. In certain circumstances, the identities of "final candidates" and/or the identity of the appointed applicant must be revealed upon request. CBC & Reference Check Policy All candidates for employment are subject to a pre-employment screening which includes a criminal background check, work authorization, and verification of education. It will also require you and your references to answer questions regarding sexual violence and sexual harassment. Annual Security and Fire Safety Report (Clery Act) For the UWO Annual Security and Fire Safety Reports (i.e., Clery Report), which includes statistics about reported crimes and information about campus security policies, see ************************** or call UWO Police Department, at ************** for a paper copy. UW is an Equal Opportunity Employer Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, pregnancy, disability, status as a protected veteran, or any other bases protected by applicable federal or State law and UW System policies. We are committed to building a workforce that represents a variety of backgrounds, perspectives, and skills, and encourage all qualified individuals to apply.

UW Credit Union is hiring for a Financial Specialist to serve our members at our Oshkosh branch! Financial Specialists play an instrumental role in the retention and satisfaction of our members. Using the UW Credit Union ‘Members for Life philosophy', the Financial Specialist's purpose is to establish and maintain relationships with members, uncover their true needs, provide education on financial options, and make recommendations to help members achieve their financial dreams. In creating meaningful connections, Financial Specialists see every ‘you' - from opening a member's first checking account, to applying for an auto loan or first mortgage, to discussing retirement savings, and beyond. Financial Specialists are not solely driven by sales results. True to our reputation, Financial Specialists at UW Credit Union take time to provide quality solutions unique to each member. Humanity counts most to us, and we would rather miss a sales goal, than make a recommendation that is not in the member's best interest. Why This Job Is Right for You Your role, involves understanding members' needs, offering financial education, consultative sales - making tailored recommendations to help them achieve their financial goals and dreams. As a Financial Specialist, you'll experience the meaningful impact of your assistance, guiding members through pivotal financial moments such as opening their first account, securing loans, and planning for retirement. At UW Credit Union, our focus is on providing personalized solutions that truly benefit each member and making a positive difference in members' lives! Do you have experience with consultative sales and/or recommending products and services to customers? Are you self-motived, curious, empathetic, and solutions-oriented? If yes, then this is the job for you! Why work for UW Credit Union? Join one of Wisconsin's premier financial institutions, a National Top Workplace and multi-year recipient of Madison Magazine's Best Places to Work, Wisconsin State Journal's Top Workplaces, and Milwaukee Journal Sentinel's Top Workplaces to receive: 21.5+ days annual paid time off 2 weeks paid caregiver leave 2.5 weeks paid new child parental leave 2 days paid volunteer time 11 paid holidays (includes your birthday!) 401k company match of up to 5%, plus approximately 4% discretionary match Variable bonus reward Competitive Medical, Dental and Vision plans, including domestic partner eligibility Employee Assistance Program And more! Responsibilities Every day will be different, but below is a snapshot of what you will do: Start the day at your assigned branch location and meet with you team for a morning huddle to discuss updates and goals for the day Greet members as they come into the branch and be a resource to our members Meet with members to learn about their financial goals and educate them on financial products and services Open up accounts, complete loan applications, answer member questions, and handle transactions Understand all credit union products and services through training and self-guided learning tools Call members to check-in and follow-up on new account activity Partner with team members to meet the goals for product sales and referrals Be a leader at the branch and serve as a mentor and positive role model for Tellers and Financial Specialists Handle escalations to effectively address critical member needs and concerns Qualifications What You'll Need to Succeed These skills and experiences are essential to your success: 3+ years of customer service and/or consultative sales experience Demonstrated analytical, accuracy and problem-solving skills Ability to learn a wide range of knowledge and continue to learn and develop your skill-set in a robust feedback environment Strong verbal and written interpersonal communication skills Ability to develop and maintain positive relationships and provide top-notch service Demonstrated experience being flexible, adaptable, coachable, and collaborative in an autonomous and constantly changing work environment Natural skill-set to lead and influence others Proficiency with personal computer and office software Must obtain and maintain Notary Public certification in accordance with state requirements These attributes and knowledge are desired but not required: 1-2 years of experience working in a financial institution or in a retail leadership role Knowledge of new accounts, savings instruments, and consumer lending Consultative sales experience

The Member Specialist serves as a member ambassador, providing exceptional service and personalized solutions across in-person, phone, and digital channels. This role delivers accurate and efficient transaction processing, opens and services consumer deposit accounts, and takes applications for credit cards and unsecured loans and lines of credit. The Member Specialist explains account features and regulatory requirements in clear, member-friendly terms while ensuring compliance with all applicable policies, procedures, and regulations. In addition to providing financial solutions, this role actively identifies opportunities to deepen relationships and support Verve's growth objectives. POSITION RESPONSIBILITIES Member Experience Greet members promptly and professionally, creating a welcoming environment. Process member transactions including deposits, withdrawals, loan payments, cash advances, check cashing, and official checks. Verify endorsements, signatures, and proper identification; always maintain confidentiality. Open and close all standard consumer deposit accounts, adding, changing, or removing beneficiaries and Payable on Death designations as requested. Clearly explain consumer account summaries, product features, and regulatory terms in language members understand. Handle “Red Flag” identity theft prevention procedures accurately. Assist members with digital banking tools and problem resolution. Growth Take applications for credit cards, unsecured loans, and unsecured lines of credit. Identify opportunities to help members thrive financially with a focus on managing money, saving for the future, optimizing payments, and borrowing responsibly. Maintain current knowledge of Verve products, services, promotions, and competitor offerings to effectively position solutions. Participate in branch and community outreach activities to promote Verve's brand and attract new members. Operational & Compliance Excellence Balance and maintain cash drawer and recycling supply daily, process ATM, night deposit, and mail transactions. Complete product code changes accurately and in a timely manner. Follow all operational policies, procedures, and security protocols. Ensure compliance with all applicable laws and regulations, including BSA/AML, OFAC, and USA PATRIOT Act requirements. Complete required annual compliance training and apply standards consistently. Qualifications EDUCATION AND EXPERIENCE High school diploma or equivalent required. Minimum six (6) months of customer service, retail banking, or cash handling experience. Basic knowledge of financial products, services, and regulations preferred. KEY COMPETENCIES Strong interpersonal skills with a friendly, professional demeanor. Excellent attention to detail and accuracy in transactions. Ability to explain financial concepts clearly to members. Proficient computer skills including Microsoft Office; ability to learn core banking systems. Reliable and consistent in attendance and performance. Ability to work Saturdays as scheduled. PHYSICAL DEMANDS AND WORK ENVIRONMENT Work Environment: Business office, the noise level in the work environment is usually quiet to moderate. Physical Requirements: Ability to sit or stand at a desk the majority of the day; talk or hear; stand or walk occasionally. While performing the duties of this job, the team member is typically utilizing a computer, keyboard, and phone. May occasionally reach with hands and arms; stoop, kneel, and crouch. WHAT DO WE OFFER? BENEFITS Medical, dental and vision insurances Supplemental insurances Pre-tax and Roth 401(k) Safe Harbor options Flexible spending accounts Health Savings Account (HSA) Paid time off (PTO) Paid holidays, including birthday Bereavement and pet leave Basic Life/AD&D, short-term and long-term disability coverage at no cost Voluntary Life/AD&D Employee Assistance Program The above information has been designed to indicate the general nature and level of work performed by persons within this job this job classification. It is not designed to contain or be interpreted as a comprehensive inventory of all the duties, responsibilities, and qualifications required of persons assigned to this job. Additional duties may be required to perform the job effectively.

The Business Banker II performs all duties associated with the Business Banker position in underwriting and closing secured and unsecured business loans in accordance with established lending objectives, policies, and procedures. Establishes, maintains, and maximizes relationships with existing and potential customers. Profitably through loan growth, deposits, and fees. Ensures that credit quality guidelines are met/monitored. Principal Duties and Responsibilities: Accountability (30%) Develops new business. Dedicates at least one-two day(s) out of the office weekly for sales calls and a minimum of four hours per week coordinating and planning sales calls. Facilitates negotiation with customers according to established standards, such as fees, loan repayment options, and other credit terms. Refers and/or presents loans to loan committee for approval in excess of individual loan approval authority. Ensures loan agreements are complete and accurate according to policy. Assures timely loan closing and funding activities. Maintains updated loan documentation and loan files. Accountability (25%) Grows and maintains a portfolio of new and existing customers and maximizes relationships based on customer needs. Gathers and oversees compilation of all needed information for loan applications. Works in tandem with Credit Administration to request appraisals, applicant credit reports, background checks, reference checks, and other information pertinent to evaluation of loan applications. Corresponds with or interviews applicants or creditors to resolve questions and negotiate deals. Accountability (20%) Maximizes new and existing customer relationships by cross selling key deposit/fee income products/services as customer needs dictate. Accountability (15%) Monitors and collects delinquent accounts in a timely manner within bank procedures/processes. Develops/negotiates revised loan repayment terms/schedules as necessary. Accountability (10%) Monitors and maintains current financial information and performs annual reviews on existing customers. Additional Duties and Responsibilities: Represents the bank in industry and professional associations, community organizations, local business groups, etc., and promotes the bank's favorable image. Seeks networking opportunities with valuable third-party associates and potential clients through community activities, professional organizations, educational workshops and seminars, charitable organizations, and economic and community development organizations (local Chambers, economic development councils, etc.). Remains knowledgeable and abreast of guaranteed government loan programs and other conventional financing mechanisms as a vehicle for customers. Compliance with bank policies and procedures and federal and state laws/regulations. Other duties as assigned. Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to the AML/CFT team. Measures of Performance: Maintains business loan portfolio of $31-40 MM and/or 1-99 Business Account Relationships. Actively develops business for the bank with new loan growth annually. Proactively develops commercial DDA business and cash management products. Contributes to fee/non-interest income. Maintains and monitors past due loans. Knowledge, Skills, and Abilities: Bachelor's degree in the field of business, including specific courses in accounting, finance, and economics plus additional bank related training. Minimum of three years' experience in business banking or related experience. Knowledge of lending regulations and policies. Problem-solving abilities. Business development/sales skills. Effectively communicates in a tactful and courteous manner. Develops good working relationships with colleagues. Working Conditions: Work is performed in a pleasant office environment with minimal chance for personal injury. Frequent mental concentration is necessary for listening and responding to various situations. Must be able to lift and move up to 20 pounds unassisted. Some twisting, bending, and turning is required. Work hours are generally during normal business hours and average 40 hours a week. This role requires some unscheduled evening and weekend work. Occasional out-of-town and overnight business travel may be required.

The ability to speak and write fluently in English and Spanish is required for this opportunity. Juntos abrimos las puertas de oportunidades para nuestra comunidad! Imagine being able to get answers to your banking and lending questions from someone who speaks the same language as you do. Or, the opposite, not being able to get the help you need to meet your financial goals. At Prospera Credit Union, we want members of all languages to feel valued and find their path to financial success by working with our Bilingual Member Service Representatives. If you're fluent in English and Spanish and have prior retail experience, we will provide the opportunity for you to put your energy, skills, and passions to work, helping our members prosper. Our Member Service Representative (MSR) is the ultimate multi-tasker, experience-maker and arguably one of the most important roles at the credit union. If you possess a love for people and a flare for precision - this role is for you! In other words, the MSR is one of our most critical member experience touchpoints; they are the face of the organization and first contact for members. MSRs provide superior service and an awesome experience to all members, offering a full range of products and services through meaningful conversations. Join us at Prospera Credit Union and become part of a team that is passionately committed to providing personal, tailored financial guidance to each of our members. At Prospera Credit Union, people aren't just numbers or transactions, and you won't be treated that way either. We currently have an opportunity as a Part-Time Bilingual Spanish/English Member Service Rep at our Neenah Location: Starting Pay: Minimum of $18.50 Location: 934 S Green Bay Rd, Neenah, WI 54956 Position type: Part-time (approximately 20 hours per week) Additional Compensation: Bilingual Differential: Additional $1.50 per hour for bilingual skills upon successful completion of a Language Proficiency test Weekend Differential: Additional $1.00 per hour for hours worked on weekends, stackable with bilingual differential Standard benefits for this 20hr/week role include 401(k) Retirement with 5% matching contributions from Prospera Credit Union. As a member of our dynamic team, you will be responsible for: Providing professional, friendly and personalized member service during each interaction. Act as the face of the organization and one of the first points of contact for our members Accurately processing a variety of financial transactions (deposits, withdrawals, advances, loan payments, etc.). Creating conversations with members to help identify their needs Providing information and education about various products and services Making appropriate referrals, suggestions and referrals to other team members who specialize in different areas such as loans, investments, mortgages, etc. What could make YOU a great candidate for this opportunity? A passion for helping people and being part of an awesome team Excellent verbal communication skills Strong attention to detail Customer Service experience High School Diploma or GED Ability to hear, assimilate and solve problems quickly, using a member service approach If you are looking for a great opportunity to join a growing team, let's talk! Prospera Credit Union is a local, member-owned financial institution in the Fox Valley area. We offer competitive compensation, an excellent benefits package and the opportunity to work in a fun, friendly, team-oriented atmosphere. What sets us apart: Culture of Diversity Consistent Schedule No Evening Hours Great Paid Time Off Benefits Life is short. Work somewhere awesome! Prospera Credit Union is an Equal Opportunity and Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran status. Information collected regarding categories as provided by law will in no way affect the decision regarding an employment application.

Job Description Are you ready to work for an employer that truly values your contributions and well-being? At Family Services, we believe in caring for our team as much as we care for the individuals, children, and families we serve. Join our mission-driven organization, where your work makes a meaningful impact on the community every day. About Family Services Family Services is a nonprofit organization committed to Protecting, Healing, and Caring for children and families across Northeast Wisconsin. We provide vital support during life's most challenging moments, helping individuals heal, grow, and thrive. We're Hiring! We are seeking a Customer Service Representative to join our team. This full-time position is based out of our Menasha location and is responsible for providing professional and proactive customer service to clients. Key Responsibilities Present a professional and positive influence within the Agency and the Office Services team assuring quality customer service. Comply with agency confidentiality policies. Responsible for the timely and professional handling of high-volume incoming telephone calls and messages while directing them to the proper individuals. Have knowledge of agency services and staff in order to properly handle computer appointment schedules efficiently and accurately. Assist clients at check in, verify client information including insurance verification, keep current data in client files while handling client files in a confidential manner. Qualifications Education: Required: High School diploma/GED Preferred: Associate's degree Experience: Required: 1+ years' office support and customer service experience Skills and Competencies: Excellent organizational skills; communication, interpersonal skills. Professional appearance and presentation. Ability to perform and coordinate multiple tasks and work with minimal supervision. Typing and data entry skills of 45 wpm are necessary. Experience in Word, Excel programs required. Proper English usage, spelling and English composition are required. Demonstrated commitment to diversity, equity, and inclusion. Ability to manage sensitive information with confidentiality and professionalism. Why Join Us? Family Services offers a supportive and collaborative work environment where you can make a meaningful impact every day and help advance our mission to Protect, Heal, and Care. Apply today to join our team and make a difference in the lives of others! Job Posted by ApplicantPro

At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals. Job Responsibilities Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements. Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want. Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals. Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures. Required Qualifications, Capabilities, and Skills Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment. Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients. Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs. Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience. Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity. Ability to quickly and accurately learn products, services, and procedures. Client service experience or comparable experience. High school diploma or GED equivalent. Preferred Qualifications, Capabilities, and Skills Strong desire and ability to influence, educate, and connect customers to technology solutions. Cash handling experience.

At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals. Job Responsibilities Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements. Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want. Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals. Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures. Required Qualifications, Capabilities, and Skills Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment. Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients. Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs. Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience. Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity. Ability to quickly and accurately learn products, services, and procedures. Client service experience or comparable experience. High school diploma or GED equivalent. Preferred Qualifications, Capabilities, and Skills Strong desire and ability to influence, educate, and connect customers to technology solutions. Cash handling experience.

Job Description The Business Banker II performs all duties associated with the Business Banker position in underwriting and closing secured and unsecured business loans in accordance with established lending objectives, policies, and procedures. Establishes, maintains, and maximizes relationships with existing and potential customers. Profitably through loan growth, deposits, and fees. Ensures that credit quality guidelines are met/monitored. Principal Duties and Responsibilities: Accountability (30%) Develops new business. Dedicates at least one-two day(s) out of the office weekly for sales calls and a minimum of four hours per week coordinating and planning sales calls. Facilitates negotiation with customers according to established standards, such as fees, loan repayment options, and other credit terms. Refers and/or presents loans to loan committee for approval in excess of individual loan approval authority. Ensures loan agreements are complete and accurate according to policy. Assures timely loan closing and funding activities. Maintains updated loan documentation and loan files. Accountability (25%) Grows and maintains a portfolio of new and existing customers and maximizes relationships based on customer needs. Gathers and oversees compilation of all needed information for loan applications. Works in tandem with Credit Administration to request appraisals, applicant credit reports, background checks, reference checks, and other information pertinent to evaluation of loan applications. Corresponds with or interviews applicants or creditors to resolve questions and negotiate deals. Accountability (20%) Maximizes new and existing customer relationships by cross selling key deposit/fee income products/services as customer needs dictate. Accountability (15%) Monitors and collects delinquent accounts in a timely manner within bank procedures/processes. Develops/negotiates revised loan repayment terms/schedules as necessary. Accountability (10%) Monitors and maintains current financial information and performs annual reviews on existing customers. Additional Duties and Responsibilities: Represents the bank in industry and professional associations, community organizations, local business groups, etc., and promotes the bank's favorable image. Seeks networking opportunities with valuable third-party associates and potential clients through community activities, professional organizations, educational workshops and seminars, charitable organizations, and economic and community development organizations (local Chambers, economic development councils, etc.). Remains knowledgeable and abreast of guaranteed government loan programs and other conventional financing mechanisms as a vehicle for customers. Compliance with bank policies and procedures and federal and state laws/regulations. Other duties as assigned. Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to the AML/CFT team. Measures of Performance: Maintains business loan portfolio of $31-40 MM and/or 1-99 Business Account Relationships. Actively develops business for the bank with new loan growth annually. Proactively develops commercial DDA business and cash management products. Contributes to fee/non-interest income. Maintains and monitors past due loans. Knowledge, Skills, and Abilities: Bachelor's degree in the field of business, including specific courses in accounting, finance, and economics plus additional bank related training. Minimum of three years' experience in business banking or related experience. Knowledge of lending regulations and policies. Problem-solving abilities. Business development/sales skills. Effectively communicates in a tactful and courteous manner. Develops good working relationships with colleagues. Working Conditions: Work is performed in a pleasant office environment with minimal chance for personal injury. Frequent mental concentration is necessary for listening and responding to various situations. Must be able to lift and move up to 20 pounds unassisted. Some twisting, bending, and turning is required. Work hours are generally during normal business hours and average 40 hours a week. This role requires some unscheduled evening and weekend work. Occasional out-of-town and overnight business travel may be required.

Job Description The ability to speak and write fluently in English and Spanish is required for this opportunity. Juntos abrimos las puertas de oportunidades para nuestra comunidad! Imagine being able to get answers to your banking and lending questions from someone who speaks the same language as you do. Or, the opposite, not being able to get the help you need to meet your financial goals. At Prospera Credit Union, we want members of all languages to feel valued and find their path to financial success by working with our Bilingual Member Service Representatives. If you're fluent in English and Spanish and have prior retail experience, we will provide the opportunity for you to put your energy, skills, and passions to work, helping our members prosper. Our Member Service Representative (MSR) is the ultimate multi-tasker, experience-maker and arguably one of the most important roles at the credit union. If you possess a love for people and a flare for precision - this role is for you! In other words, the MSR is one of our most critical member experience touchpoints; they are the face of the organization and first contact for members. MSRs provide superior service and an awesome experience to all members, offering a full range of products and services through meaningful conversations. Join us at Prospera Credit Union and become part of a team that is passionately committed to providing personal, tailored financial guidance to each of our members. At Prospera Credit Union, people aren't just numbers or transactions, and you won't be treated that way either. We currently have an opportunity as a Part-Time Bilingual Spanish/English Member Service Rep at our Neenah Location: Starting Pay: Minimum of $18.50 Location: 934 S Green Bay Rd, Neenah, WI 54956 Position type: Part-time (approximately 20 hours per week) Additional Compensation: Bilingual Differential: Additional $1.50 per hour for bilingual skills upon successful completion of a Language Proficiency test Weekend Differential: Additional $1.00 per hour for hours worked on weekends, stackable with bilingual differential Standard benefits for this 20hr/week role include 401(k) Retirement with 5% matching contributions from Prospera Credit Union. As a member of our dynamic team, you will be responsible for: Providing professional, friendly and personalized member service during each interaction. Act as the face of the organization and one of the first points of contact for our members Accurately processing a variety of financial transactions (deposits, withdrawals, advances, loan payments, etc.). Creating conversations with members to help identify their needs Providing information and education about various products and services Making appropriate referrals, suggestions and referrals to other team members who specialize in different areas such as loans, investments, mortgages, etc. What could make YOU a great candidate for this opportunity? A passion for helping people and being part of an awesome team Excellent verbal communication skills Strong attention to detail Customer Service experience High School Diploma or GED Ability to hear, assimilate and solve problems quickly, using a member service approach If you are looking for a great opportunity to join a growing team, let's talk! Prospera Credit Union is a local, member-owned financial institution in the Fox Valley area. We offer competitive compensation, an excellent benefits package and the opportunity to work in a fun, friendly, team-oriented atmosphere. What sets us apart: Culture of Diversity Consistent Schedule No Evening Hours Great Paid Time Off Benefits Life is short. Work somewhere awesome! Prospera Credit Union is an Equal Opportunity and Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran status. Information collected regarding categories as provided by law will in no way affect the decision regarding an employment application.

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.