Member Service Representative
Company: UnitedOne Credit Union
Location: Sheboygan
Posted on: April 2, 2026
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Job Description:
We have a full-time position available in our Manitowoc Branch
for a Member Service Representative. MSR II’s are trusted advisors
and have exceptional service and sales skills to build loyalty
while promoting products and services that benefit the member. MSR
II’s are 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. MSR II’s actively demonstrate the
“Fish Philosophy” principles, our “Creating Member Loyalty” service
and sales culture and our “United for You” service promise. They
take personal responsibility for outstanding member service 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. MSR II’s are confident
and engaged team members who believe in working collaboratively to
meet or exceed goals, UnitedOne’s mission, strategic objectives,
and promote the overall success of the credit union. Minimizes the
risk of doing business by using good judgement and ensuring
compliance with sound practices, work rules, policies/procedures,
laws, and regulations. Protects member and credit union
information/data by making confidentiality a priority. Maintains
personal responsibility for researching, troubleshooting, and
resolving member and internal inquiries efficiently and in a timely
manner. Shows accountability by researching and reporting all
posting errors, variances, and exceptions. Contributes to a safe
environment for members and team members by following
security/safety/robbery measures and loss prevention methods.
Fosters and demonstrates our “Creating Member Loyalty” service and
sales culture, "United for You’ service promise, and Fish
Philosophy principles to exceed expectations and support the
strategic goals of the credit union. Understands that UnitedOne is
dedicated to delivering an exceptional member experience that’s
unlike any other by demonstrating it with every interaction. Takes
great satisfaction in helping members develop lifelong
relationships with us. Highly skilled in uncovering members’ needs
and recommending products and services that benefit the member and
build loyalty. Demonstrates strong listening skills and the ability
to focus, paraphrase, and empathize with others. Determines
eligibility for membership, opens/closes accounts and loans, and
processes member inquiries. Ensures timely follow up with members
to address concerns, thank them for their business, and follow
through on quality leads and activities generated through referrals
and other sources.Maintains personal responsibility for requests
and follows through to resolution in a timely manner. Educates,
encourages, and sells members/guests on the use of alternative
delivery channels including PTM’s/ATM’s, Mobile Banking/Mobile
Deposit, Bill-Payer, P2P, and other ancillary systems. Demonstrates
an enthusiastic, positive attitude, and genuinely enjoys working
with people. Fosters a sense of collaboration by proactively
assisting co-workers and other departments with requests and tasks
as we adhere to the credit union’s mission and strategic goals.
Utilizes their strong interpersonal skills to work effectively and
diplomatically with a diverse group of individuals in various
degrees of sensitive, confidential, and sometimes stressful
situations. Is motivated, engaged, and excited to achieve goals and
initiatives. Skilled at using TIPS action steps, as required to
originate and close loan applications. Offers all loan protection
products consistently to each eligible applicant, outlines product
benefits as a means to allow members to make an educated, well
informed decision. Actively participates in skills practice
sessions, service and sales meetings, coaching sessions, team
meetings, and other opportunities to continuously build skills and
strategize methods for success. Holds themselves accountable for
meeting or exceeding established goals and initiatives and
proactively utilizes tools and other planned activities to drive
performance results. Demonstrates reliability through regular and
consistent attendance, meeting deadlines, and being responsive to
the needs of others. Monitors branch activity by actively using
telephone and lobby queues to minimize wait times and ensure goals
and service standards are met. Assists with a wide variety of
member services including consumer loans, credit cards,
opening/closing accounts, account assistance and other requests
while using the credit union’s CRM and other tracking systems to
document information. Ensures timely follow up with members to
address concerns, thank them for their business, and follow through
on quality leads and activities generated through referrals and
other sources. The above list of duties is not meant to be all
inclusive, and other duties may be assigned, as necessary.
Cultivates community awareness and supports the credit union’s
community involvement and business development efforts. Serves as
an active member of the community by volunteering and participating
in community events on behalf of UnitedOne Credit Union and
promoting the benefits of membership. Requirements Experience 2-5
years of similar or related experience, including preparatory
experience. Must demonstrate exceptional service and sales skills
that provide value to our members. Must maintain confidentiality
and be meticulous, security conscious, and pay close attention to
details. Education/Certifications/Licenses High school degree or
GED required. Interpersonal Skills A significant level of trust and
diplomacy is required to be an effective subject matter expert in
the position. In-depth dialogues, conversations and explanations
with customers, direct and indirect reports and outside vendors of
a sensitive and/or highly confidential nature is a normal part of
the day-to-day experience. Communications can involve motivating,
influencing, educating and/or advising others on matters of
significance. Other Skills Must comply with applicable laws and
regulations. Must create and maintain a clean, neat, pleasant work
environment by maintaining a professional appearance (i.e. dress,
posture, attitude, etc.) positive outlook and behavior towards
internal and external members. ADA Requirements Physical
Requirements Perform primarily sedentary work with limited physical
exertion and occasional lifting of up to 25 lbs. Must be capable of
climbing/descending stairs in emergency situation. Must be able to
operate routine office equipment including telephone, copier,
facsimile, and calculator. Must be able to routinely perform work
on computer for an average of 6-8 hours per day, when necessary.
Must be able to work extended hours whenever required or requested
by management. Must be capable of regular, reliable and timely
attendance. Working Conditions Must be able to routinely perform
work indoors in climate-controlled shared work environment with
moderate noise. This position also includes going outdoors
periodically to fill and maintain financial equipment. Mental
and/or Emotional Requirements Must be able to perform job functions
independently or with limited supervision and work effectively
either on own or as part of a team. Must be able to read and carry
out various written instructions and follow oral instructions. Must
be able to speak clearly and deliver information in a logical and
understandable sequence. Must be able to use basic math skills and
spell accurately up to a high school graduate level. Must be
capable of dealing calmly and professionally with numerous
different personalities from diverse cultures at various levels
within and outside of the organization and demonstrate highest
levels of member service and discretion when dealing with the
public. Must be able to perform responsibilities with composure
under the stress of deadlines / requirements for extreme accuracy
and quality and/or fast pace. Must be able to effectively handle
multiple, simultaneous, and changing priorities. Must be capable of
exercising highest level of discretion on both internal and
external confidential matters.
Keywords: UnitedOne Credit Union, West Allis , Member Service Representative, Sales , Sheboygan, Wisconsin
