Member Services Rep

What You'll Do

As a Member Services Representative, you will:

• Meet with potential and existing members to understand their banking needs, explain features, and recommend deposit products and auxiliary services to provide members a financial services package that meets their needs.
• Open routine to complex accounts (i.e. shares, clubs, share drafts and money markets, estate, trust, and custodial) and sets up requested services, ensuring members are provided all regulatory disclosures and understand the features and services available to them.
• Preform basic to complex account maintenance for members, such as changing beneficiaries, adding power of attorney, handling estate accounts, account closing and processing name changes, ensuring all necessary paperwork has been obtained and is in compliance with applicable rules, regulations and credit union policies.
• Supports all digital services including online and mobile banking, bill-pay, debit cards, and credit card inquiries.
• Process fraud and blocked card alerts received from external debit card processor. Communicate with members to discuss notifications and reissues cards as appropriate.

Additionally, you will:

• Process deposit applications and other documents accurately, communicate with members to sign and provide necessary documents, ensuring accounts are in accordance with policy and procedure.
• Maintain current knowledge and consistent compliance with all credit union regulations, policies, and procedures.
• Perform other job-related duties as assigned from time to time.

What it Takes

• Associates degree or minimum 2 years equivalent work experience in a financial institution
• Working knowledge of Microsoft Office and Windows programs. The ability to learn new software as needed.
• Strong written and verbal communication and human relation skills
• Organizational and problem-solving skills

What You'll Receive

At Sentry, your total rewards go beyond competitive compensation. Below are some benefits and perks that you'll receive.

• Meal Subsidy available for associates who report to an office.
• 401(K) plan with a dollar-for-dollar match on your first eight percent, plus immediate vesting to help strengthen your financial future.
• Continue your education and career development through Sentry University (SentryU) and utilize our Tuition Reimbursement program
• Generous Paid-Time Off plan for you to enjoy time out of the office as well as Volunteer-Time off
• Group Medical, Dental, Vision, Life insurance, Parental leave, and our Health and Wellness benefits to encourage a healthy lifestyle.
• Well-being and Employee Assistance programs
• Sentry Foundation gift matching program to encourage charitable giving.

About Sentry

We take great pride in making Forbes' list of America's Best Midsize Employers. A lot of different factors go into that honor, many of which contribute to your job satisfaction.

Our bright future is built on a long track record of success. We got our start in 1904 and have been helping businesses succeed and protect their futures ever since. Because of the trust placed in us, we're one of the largest and financially strongest mutual insurance companies in the United States. We're rated A+ by A.M. Best, the industry's leading rating authority.

Our headquarters is in Stevens Point, Wisconsin, with offices located throughout the United States. From sales to claims, and information technology to marketing, we enjoy a rewarding and challenging work environment with opportunities for ongoing professional development and growth.

Get ready to own your future at Sentry. Opportunities await!

Talent Acquisition Specialist

Gigi Stahl

Gigi.Stahl@sentry.com

Equal Employment Opportunity

Sentry is an Equal Opportunity Employer. It is our policy that there be no discrimination in employment based on race, color, national origin, religion, sex, disability, age, marital status, or sexual orientation.