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Service Center Representative - WESTconsin Credit Union

Job Posted: Sep 1, 2020
Job Expires:
Nov 2, 2020


WESTconsin Credit Union has an opportunity for you to grow your career at our Menomonie East Office! You will be given the opportunity to expand your financial service skills and knowledge by joining our fast-paced, service-focused inbound call center team!

This is a dynamic position in our service center that touches nearly every product and service offered by WESTconsin Credit Union. If you are interested in gaining further experience, building a broad background in financial services, and delivering stellar service to our members, this could be the perfect position for you! You will be provided excellent training that will build your confidence. You will be able to answer a wide variety of questions, make recommendations, and trouble-shoot issues. Join our team and build your career at WESTconsin where you can take pride in, and share our dedication to be a strong partner within the communities we serve! This is your opportunity to be part of a team where everybody matters, everybody cares and everybody delivers' every day!

Primary Responsibilities

  • Greets members professionally and courteously
  • Evaluates member and potential member needs by asking appropriate questions and listening carefully
  • Identifies and suggests all cross-serve opportunities of WESTconsin Credit Union products/services that will meet the member's financial needs
  • Handles a high volume of phone calls using a friendly speaking voice with appropriate pace and tone
  • Opens new accounts or closes existing accounts by gathering and entering necessary information into a computer system; and processes necessary paperwork
  • Completes file maintenance and posts transactions according to member requests
  • Sets appointments for members seeing employees in retail locations


  • High school diploma or equivalent certificate
  • One year of experience in a financial institution or call center environment preferred
  • Demonstrates great communication and interpersonal skills
  • Multitasks with ease

Why WESTconsin?

  • Competitive Pay
  • Impressive 401(k) Contribution and Match Plan
  • Healthy Living Fund Contribution
  • Generous Paid Time Off Accrual
  • Excellent Medical, Dental, Vision, and Insurance Plans
  • Paid Holidays
  • Visit WESTconsin Careers
  • We are an equal opportunity employer

How to Apply

WESTconsin Credit Union