Credit Union Member Service Representative at Northwestern Mutual

Schedule : Monday - Friday, 7:45am - 4:15pm

Location :

Primary : Franklin

Secondary: Milwaukee

Summary

Provide excellent customer service to credit union members and Northwestern Mutual employees following the policies and procedures established for the position by management and the credit union board of directors. Maintain accuracy within acceptable levels and protect all personally identifiable information regarding the accounts of the members.

Primary Duties and Responsibilities

Teller (60%)

• Provide accurate, prompt and professional service to credit union members and employees of Northwestern Mutual by performing financial transactions, including deposits, withdrawals, account transfers, loan payments, loan advances, credit card advances, check cashing, gift and travel card sales, ticket sales, stamp sales and money orders and cashier's check sales.
• Maintains balancing and transaction accuracy within established standards, with demonstrated ability to troubleshoot and resolve out of balance situations.
• Ensures confidentiality of member information, and exercises sound security practices regarding cash on hand.
• Demonstrates knowledge of and adherence to banking regulations, including Office of Foreign Asset Control (OFAC) and Bank Secrecy Act (BSA) requirements.

Member Service (20%)

• Provide professional and friendly service to members, by answering inquiries and making suggestions regarding credit union products and services.
• Establish member sub accounts, including the creation of appropriate member documents.
• Close accounts and memberships.
• Research member inquiries in a timely manner.
• Provide first line support for technology based products, including Virtual Branch, Online Bill Payment, e-Statements, PopMoney, A2A Transfers, Mobiliti, Mobile Deposit Capture, Account Create and Web Signatures.
• Assist with phone coverage within the credit union call center environment.

Back Office Duties (20%)

• Contribute to the general operations of the credit union by assuming primary or backup responsibility for various back office tasks, which may include, but is not limited to payroll deduction maintenance, Individual Retirement Accounts, vault operations, member email correspondence, filing, Automated Clearinghouse transaction processing, debit and ATM card maintenance, debit card report monitoring, ATM balancing and maintenance, debit disputes, account maintenance, assistance with marketing mailings, report monitoring, computer operations, loan operations support, share draft overdrafts, returned check processing, negative balance monitoring, OFAC review, check orders, restaurant deposits, remittance and reconciliation of ticket sales, and assistance with credit union events as needed.

Qualifications

• High school diploma or GED and a minimum two years recent experience in customer service with a bank or credit union, including cash handling.

• Excellent verbal and written communication skills required.

• Superior customer service skills, including the ability to analyze complex inquiries or transactions required.

• Familiarity and experience with Microsoft Office products, most specifically Word and Excel preferred.

• Position requires the ability to lift 40 lb. coin bags.

• Position requires the ability to also work in our Milwaukee, WI location as needed.

#IN-POST

#LI-POST

$18.01

$27.01

Northwestern Mutual pays on a geographic-specific salary structure and placement in the salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity as well as the cost of labor in the market; and other conditions of employment. At Northwestern Mutual, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. Please note that the salary range listed in the posting is the standard pay structure. Positions in certain locations (such as California) may provide an increase on the standard pay structure based on the location. Please c lick here for additional information relating to location-based pay structures.

We are an equal opportunity/affirmative action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender identity or expression, sexual orientation, national origin, disability, age or status as a protected veteran, or any other characteristic protected by law.

If you work or would be working in California, Colorado, New York City, Washington or outside of a Corporate location, please click here for information pertaining to compensation and benefits.

FIND YOUR FUTURE

We’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and commitment to diversity and inclusion. 

• Flexible work schedules
• Concierge service
• Comprehensive benefits
• Employee resource groups