Connexus Credit Union - Who We Are:
Serving members across all 50 states, Connexus Credit Union is a member-focused cooperative that is proud to return profits to member-owners through high yields for checking accounts and deposit products, as well as competitive rates on our loans. We are a remote first employer with the majority of our employees residing in the upper Midwest.
As an employer we foster collaboration and high performance to achieve excellence. We holistically care for and develop our employees to thrive personally and professionally. We are proud to share our success with our employees and those we serve.
Connexus offers an Amazing Benefits package:
20 days of paid time off and 10 paid holidays
16 hours of paid Volunteer Time Off
401K Retirement with up to 6% employer match
Excellent Health, Dental, Vision insurance, including multiple plan options
Health Savings Account with generous employer contributions
Employer paid Life insurance, Short-Term and Long-Term Disability
Tuition Reimbursement from $4,000 - $7,000 per calendar year
Robust Learning and Development program that includes an annual professional development stipend
About the Role:
Our remote Member Financial Representatives provide the highest level phone support for all Connexus products and services. Daily tasks include opening new accounts for members and employees, building trusted relationships that lead to financial opportunities and responding to inquiries left on the website and customer relationship management software. They also partner with a variety of other teams here at Connexus to provide a best in class experience. If you’re looking to add value and have a drive to achieve excellence, join us for bankers' hours with teams and leaders who want you to be your personal and professional best.
Responsibilities:
Engage members in robust and proactive financial review conversations resulting in personalized recommendations based on their unique needs; open new loan and deposit products, and build ongoing and valuable relationships.
Assist members through a variety of channels, including over the phone and digitally while troubleshooting as necessary.
Develop working knowledge of deposit and loan products, accurately open memberships and upsell appropriate accounts to effectively build relationships and achieve goals.
Responsible for developing additional business by promoting credit union products and services through building and maintaining strong member relationships including making outbound sales calls.
Educate team members on new or existing products and services; monitors industry changes.
Solve members service issues and find solutions for complex application and maintenance issues.
Identify and render the best service possible to all members including the ability to interact with other departments within the organization to answer questions.
Take initiative for personal development and stay informed of all credit union products and services as they relate to your role.
Initiate or follow up on home equity and/or mortgage inquiries by providing guidance to the applicant on product features, rates and terms and facilitating a complete credit application.
Identify opportunities to improve work processes and outcomes, and actively participates in improvement initiatives.
Position Requirements:
This position is Remote.
Associate’s degree or commensurate experience is Required.
1+ years of prior work experience in sales or customer service is Required.
Evidence of excellent verbal communication skills along with an outgoing personality that demonstrates a positive, friendly, and energetic attitude.
Ability to remain calm under pressure and to be entrusted with the handling of confidential and personal matters.
Self-starter with a strong desire to learn, work, and think independently.
Demonstrates strong interpersonal skills, fostering relationships with internal and external contacts, serving as a reliable point of contact for inquiries, requests, and information.
Demonstrates the ability to exercise sound judgment and decision-making skills in handling day-to-day tasks and resolving routine issues independently, while knowing when to escalate more complex matters to leadership.
Knowledge and ability to efficiently navigate among numerous computer systems.
Connexus Credit Union's Employer Recognitions:
2026 Best Place to Work in IT, Computer World
Equal Opportunity Employer/Disabled/Veterans/41 CFR 60–1.4, 41 CFR 60-1.35