We have a position for a Member Service Representative (MSR) in our Sheboygan Branch. This position is the link between our members/prospective members and the credit union’s products and services. MSR’s are trusted advisors for our members and must have exceptional service and sales skills to proactively build strong relationships. MSR’s must be dedicated to continually improving their product knowledge, along with their service and sales skills, in order to provide value to our members and prospective members by uncovering needs and recommending solutions.

They foster our “United for You” service philosophy while embracing an outstanding member service culture that exceeds member expectations, while contributing to a sales environment that focuses on either closing sales that benefit the member, or referring them to the appropriate credit union employee for closing the sale. In addition, an MSR must be a strong and engaged team member who believes in working together in a member-centric, digital organization to meet, or exceed, UnitedOne’s mission and strategic goals.

MSR’s determine eligibility for membership, open new accounts, process and close loans using TIPS action steps (if licensed), respond to member inquiries, recommend solutions, and close sales.

• Preferred candidate will have lending experience at a financial institution.
• Must have a high school diploma and exceptional member service experience.
• Must effectively uncover member needs by using high impact questions (as taught in CML Sales Strategies) and offer products and services that provide value to the member/prospective members.
• Must possess strong listening skills and be able to focus, paraphrase, and empathize, with others
• Must possess exceptional member service and sales skills with an emphasis on exceeding expectations.
• Must possess an enthusiastic, positive attitude and work ethic and genuinely enjoy working with people.
• Must be a strong and active member of a service and sales team and believe in collaboration.
• Must maintain confidentiality, be security conscious, and pay close attention to details.
• Knowledge of MSR operations and the Credit Union policies, procedures, and regulations.

An equal opportunity employer