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Appleton Ave. Member Finance Representative

Educators Credit Union

Appleton Ave. Member Finance Representative

Milwaukee, WI
Paid
  • Responsibilities

    [LOGO]

    DO YOU LOVE BUILDING RELATIONSHIPS? LIKE TO LEARN AND SHARE YOUR KNOWLEDGE WITH SOMEONE WHO NEEDS IT? YOU'RE THE PERFECT CANDIDATE TO BECOME A MEMBER FINANCE REPRESENTATIVE (MFR). MFRS USE THEIR KNOWLEDGE TO EDUCATE MEMBERS ON HOW TO OVERCOME THE BARRIERS THAT ARE KEEPING THEM FROM THEIR GOALS.

    • Assists members with opening and closing accounts, answers questions about products and services and resolves problems that are within their authority to resolve.
    • Interview members, receive loan applications and process new loans.
    • Educate and advise members to make educated decisions about their accounts, to ensure our members are meeting their financial goals.
    • Assures that appropriate records are maintained, required reports are prepared, and member account information is current on the computer system.
    • Performs other job-related duties as assigned.

    Required Skills

    • A significant level of trust and diplomacy is required, in addition to normal courtesy and tact.
    • Work involves extensive personal contact with others and/or can be of a personal or sensitive nature.
    • Work may involve motivating or influencing others.
    • Outside contacts become important and fostering sound relationships with other entities (companies and/or individuals) becomes necessary.
    • Bi-lingual in Spanish/English is a plus.
    • Mandatory Saturdays.

    Required Experience

    • Must enjoy working with people, be professional in appearance and disposition, have good communication skills, and be honest.
    • Able to apply knowledge to educate and advise members.
    • Must be able to work as part of a team.
    • Accuracy and ability to operate computers and related office equipment as necessary.
    • High School diploma or equivalent.

    APPLETON AVENUE BRANCH IS LOCATED AT 7025 W. APPLETON AVENUE, MILWAUKEE, WI 53216.  LOBBY HOURS: MONDAY - THURSDAY 9:00 A.M. - 5:00 P.M., FRIDAY 9:00 A.M. - 6:00 P.M. AND SATURDAY 9:00 A.M. - 12:00 P.M.  DRIVE-UP HOURS: MONDAY - THURSDAY 9:00 A.M. – 6:00 P.M., FRIDAY 8:00 A.M.- 7:00 P.M. AND SATURDAY 8:00 A.M.-1:00 P.M. 

    Application instructions: External candidates should apply online at www.ecu.com/careers. Work experience and education levels must be current on applications and resumes to be fully considered for openings within ECU.

    Equal Opportunity Employer: Minorities, Women, Veterans, Disabilities

  • Qualifications
    • A significant level of trust and diplomacy is required, in addition to normal courtesy and tact.
    • Work involves extensive personal contact with others and/or can be of a personal or sensitive nature.
    • Work may involve motivating or influencing others.
    • Outside contacts become important and fostering sound relationships with other entities (companies and/or individuals) becomes necessary.
    • Bi-lingual in Spanish/English is a plus.
    • Mandatory Saturdays.
  • Industry
    Financial Services