• Full Time
  • De Pere, WI
  • This position has been filled
  • Salary: Pay based on experience. Contact us for details.
Job ID: 140543


Are you a Direct Hire – Customer Service / E-Services Representative who has strong math skills? Are you a Direct Hire – Customer Service / E-Services Representative who enjoys building relationships with customers?

Our client is a full service credit union.


As a Customer Service / E-Services Representative, you will be assisting e-member customers who would rather utilize electronic channels, such as online banking, video and phone appointments.

  • Assist members with consumer lending by phone, video or online applications
  • Assist members with new accounts by phone, video meetings or online applications including opening new accounts, answering member questions, and selling/servicing the services offered
  • Handle onboard and / or follow up needed on applications started
  • Educate members about electronic options and other products they have to offer along with promoting applicable products and services to new and existing members
  • Present necessary information suited to members’ needs including consumer loans, debt protection, share drafts, share certificates, credit cards, home banking, debit cards and direct deposit
  • Correspond with the membership on eligibility requirements for accounts and loans
  • Discuss special promotions and make member referrals to the mortgage lenders and financial solutions representatives, including arranging member appointments
  • Perform miscellaneous duties, including, but not limited to, compiling data for rate surveys, closed account surveys and outbound member’s surveys
  • Maintain working knowledge of the online banking system
  • Concentrate on building financial relationships with members
  • Maintain an effective working knowledge, including the technical aspects, of the credit union’s products and services
  • Responsible for the accuracy, follow up, and maintenance of all types of accounts on the computer system
  • Interpret key documents and makes decisions based on our policies and member data


  • 3-6+ months of banking or financial industry experience
  • Computer and tech savvy
  • MSWD and Excel skills
  • Self-motivated with the ability to react to change, feedback and critique quickly and positively
  • Comfortable working in an environment where ideas are shared
  • Friendly, personable and easygoing
  • Outstanding customer service and relationship building skills
  • Good math skills
  • Ability to handle highly confidential information
  • Comfortable suggesting products and services that work best for the customer
  • Strong organizational skills and high attention to detail
  • Team player and strong work ethic
  • Valid driver’s license and proof of insurance


  • Mission statement states they like to have fun
  • Slogan is people helping people
  • Great work/life balance
  • Company likes to give back to the community
  • Health insurance
  • Dental insurance
  • Life insurance
  • Disability insurance
  • Paid holidays
  • Paid vacation
  • Sick time
  • 401(k)


Hours: Monday – Friday 8:00am – 5:00pm

Length: Direct Hire

Pay for the Customer Service / E-Services Representative position: Based on experience, contact us for details

Location: De Pere,WI

Job ID: 140543

Job descriptions may not include every responsibility or qualification of the position.

Cadre is an Equal Opportunity Employer.