Floating Member Experience Advisor - Banking & Lending

SHARONVIEW FEDERAL CREDIT UNION; Simpsonville (SC); On-site; USD 33,000 - 39,000; Full time

Benefits offered by this job

Health benefits

Dental

401(k) match

Paid time off (PTO)

Work-life balance

Community involvement

Modern tools

Job summary

Sharonview Federal Credit Union in Simpsonville, SC seeks a Floating Member Experience Representative to provide outstanding service across multiple branches. You will open accounts, process loans, and handle a variety of transactions using modern tech, while building trusted member relationships.

You’ll educate members on digital tools, perform outbound outreach, and contribute to a high-energy, service- and sales-focused culture with growth opportunities.

Qualifications

• Bilingual (English/Spanish) skills preferred but not required.
• Friendly, approachable with a passion for service and sales.
• Strong communication and problem-solving skills.
• Attention to detail and ability to multitask in a busy environment.
• Experience in financial services, retail, or customer service is a plus.

Responsibilities

• Build relationships with members and recommend products that fit their needs.
• Open new accounts, process loans from application to closing, and handle transactions.
• Educate members about Sharonview’s digital tools and self-service options.
• Make outbound calls and engage members in-branch to identify opportunities.
• Ensure accuracy and compliance with policies and regulations.
• Serve as a brand ambassador for Sharonview inside and outside the branch.

Skills

Bilingual English/Spanish

Customer service oriented

Strong communication

Problem solving

Attention to detail

Multitasking in busy environments

Experience in financial services

Job description

Sharonview Federal Credit Union in Simpsonville, SC seeks a Floating Member Experience Representative to provide outstanding service across multiple branches. You will open accounts, process loans, and handle a variety of transactions using modern tech, while building trusted member relationships.

You’ll educate members on digital tools, perform outbound outreach, and contribute to a high-energy, service- and sales-focused culture with growth opportunities.