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Job · Appleton, WI · Full time

Member Service Representative

Capital Credit Union · $162.8M budget · 516 staff · Since 1934

Why Capital Credit Union

FY2024 · Form 990Its mission and biggest programs, as filed

Provides comprehensive banking services, loans, and financial products to over 116,000 members while donating hundreds of thousands of dollars to local Wisconsin charities.

  • Capital Credit Union provides a full menu of loan products to its 118,260 members, consumer loans, mortgages, and commercial loans.
  • With a high-rate checking account and money market rates that were at the top of the market, we were able to provide members with insured, liquid alternatives for their deposit needs.
  • Capital donated and or sponsored more than $617,000 to various local charities throughout the year. Capital continues to support local nonprofit organizations, civic organizations, and many community events.

Before you apply

FY2024 · Form 990Independent: from IRS data, not the org
Pays its leaders
$141K–$598K
12 officers reported
Fine: from the org's Form 990.
Pt VII · Sec A
Budget
$141.9M
spent in FY2024
Fine: from the org's Form 990.
Pt I · Ln 18
Staff
516
employees
9 volunteers
Fine: from the org's Form 990.
Pt I · Ln 5–6
Surplus or deficit
+13%
of revenue, FY2024
Looks good: revenue was at least expenses in the latest filing.
Pt I · Ln 19
Cash reserves
25 mo
of spending, in cash and securities
Looks good: 25.2 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file
Looks goodFineWorth a lookConcernTap a box for the reason.

About the role

The org's own posting, as written

Upholds the Credit Union’s mission of “We do the right thing one member, one employee, and one experience at a time to strengthen the communities we serve” by receiving members in person and by telephone and meeting all of their needs and requests in the areas of consumer lending and new accounts. Promotes products and services in a professional and effective manner.

Read the original listing on recruiting2.ultipro.com

About Capital Credit Union

From its Form 990

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