Dynamic Member Service & Personal Banker - Sales

KEMBA Financial Credit Union

Powell (OH)

On-site

USD 35,000 - 52,000

Full time

14 days+
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Job summary

KEMBA Financial Credit Union in Powell, OH is seeking a Member Services Representative (Personal Banker - Sales) to deliver outstanding member service and drive sales opportunities across products.

You'll greet members, assess needs, recommend solutions, process account changes, and support branch operations. This role reports to the Branch Manager and requires a customer-focused, results-driven approach in a non-exempt, full-time setting.

Qualifications

  • High school diploma or equivalent education or experience.
  • Prior customer service experience, with sales-focused or financial services experience preferred for higher-level placement.
  • Demonstrated ability to meet individual sales, service, productivity, and accuracy expectations.
  • Strong organizational skills and attention to detail.
  • Values a high degree of accuracy.
  • Professional demeanor and positive, outgoing attitude.
  • Basic PC skills, including Windows.

Responsibilities

  • Greets, welcomes, and assists members by identifying their needs, offering options, and directing them to the appropriate channel.
  • Recommends products and services that meet members’ financial needs.
  • Resolves member requests, questions, and concerns promptly, courteously, and professionally.
  • Meets or exceeds all sales, service, and productivity goals.
  • Performs file maintenance, account changes, and member account servicing as necessary.
  • Assists members both inside and outside the branch, including ITM support.
  • Maintains audit controls and follow-up on compliance and reporting.

Skills

Customer service
Sales
Account maintenance
Branch support
Communication

Education

High school diploma or equivalent

Tools

Windows

Job description

KEMBA Financial Credit Union in Powell, OH is seeking a Member Services Representative (Personal Banker - Sales) to deliver outstanding member service and drive sales opportunities across products.

You'll greet members, assess needs, recommend solutions, process account changes, and support branch operations. This role reports to the Branch Manager and requires a customer-focused, results-driven approach in a non-exempt, full-time setting.

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