Account Executive I

Greatnwfcu; Aberdeen (WA); On-site; USD 26,000 - 33,000; Full time

Job summary

Greatnwfcu is seeking a friendly, detail‑oriented Member Service Specialist to open personal and business accounts, process loans, and support lobby operations during peak hours. You will engage members to strengthen their financial health and help them meet long‑term goals.

Key duties include delivering outstanding service, using the CRM to deepen relationships, cross‑selling lending products, and educating members on all credit union offerings.

Qualifications

• Experience delivering member‑focused service in a financial setting.
• Ability to identify lending opportunities and educate members on products.
• Proficiency with CRM tools to deepen member relationships.

Responsibilities

• Provide outstanding member service for personal and business accounts and loans.
• Support lobby operations during peak hours to ensure efficient service.
• Educate members on Credit Union products, loans, and card services.
• Cross-sell lending products and assist in meeting lending goals.
• Open accounts and perform account maintenance and processing.
• Handle difficult situations with professionalism and resolve disputes.

Skills

Customer service

Cross-selling

CRM software

Loan interviewing

Account maintenance

Tools

CRM software

Job description

Primary Purpose of Position:This position will provide new personal accounts, business accounts, special accounts and loans for our members. Support main lobby operations during peak business hours, ensuring efficient service and positive members experience. Engaged members in utilizing credit union products and services to strengthen their financial health and support their long-term financial goals.

Duties and Responsibilities:

• Provide an outstanding level of member service in all aspects of Credit Union business.
• Practices always having a positive attitude in daily work with members, team members, and the Credit Union.
• Actively practices GREAT Standards and serves as an example to the team.
• Utilizes the CRM program to deepen member relationships, enhance member engagement, and identify opportunities to better serve members’ financial needs.
• Demonstrates a high level of confidence and proficiency in all aspects of the position.
• Highly responsible, dependable, forthright, and a self-starter in carrying out assigned duties.
• Effective in educating members on all Credit Union products, services, loans, and card services.
• Skilled in member education regarding all loan types and use credit report analysis to identify better lending opportunities for members.
• Ability to cross-sell lending products and assist in achieving lending goals through member-focused solutions.
• Once certified, act as Financial Advisor for the Credit Union.
• Proficient in opening all types of accounts and performing all account maintenance.
• Provides a broad range of account maintenance, system, and technological support skills.
• Skilled Membership Officer, approving accounts accurately and in a timely manner according to procedures.
• Acts as a Membership Officer and maintains all branch new account queues.
• Provides video and in-person services for current and prospective members.
• Proficient in conducting loan interviews, completing loan applications, and facilitating loan signings.
• Proficient in dealing with difficult members and complex situations while maintaining professionalism.
• Proficient in handling account fraud and dispute resolution, including card, ACH, draft and online banking issues.
• Manages Death of a Member accounts and follows proper account closure procedures and protocols.
• Follows all lending guidelines as directed by the VP of Lending.
• Follows MIP (Member Identification Program) requirements.
• Complies with the Credit Union's BSA, AML, OFAC, and all other applicable compliance policies.
• Meets deadlines for assigned tasks, training requirements, and professional development commitments.
• Performs all other duties as assigned.

Employees may need the ability to raise their arms above their head. Employees should have adequate hearing and speech to communicate with our members and/or staff on the phone, in-person or and through the drive-thru speaker systems. This statement is not all inclusive of the physical requirements but is in general, covering most areas of the credit union. GNWFCU will make every effort to provide reasonable accommodations to any employee with a physical, mental, or sensory disability in order to allow that employee to perform the essential functions of his or her job.

Reports to: Account Executive Manager

Hourly Pay: 19.50 - $24.50hr

Exempt/Non-Exempt: Non-Exempt –Full-Time

The above information in this job description has been designed to indicate the general nature and level of work performed by employees within this job. It is not designed to contain or be interpreted as a comprehensive inventory of all job duties, responsibilities and qualifications required of employees assigned to this job. Aspects of this position may be changed or supplemented from time to time, at the sole discretion of management.