Floating Member Experience Representative

Sharonview-Federal-Credit-Union; Simpsonville (SC); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Health benefits

401(k) match

Paid time off

Job summary

Sharonview Federal Credit Union in Simpsonville, SC is seeking a Floating Member Experience Representative to help members reach financial goals. You will open accounts, process loans, and handle various transactions across branches in the Upstate region.

You’ll educate members on digital tools and proactively identify opportunities, while ensuring accuracy and compliance. A friendly, service-oriented approach and bilingual skills are a plus.

Qualifications

• Bilingual English/Spanish skills preferred but not required.
• Friendly, approachable personality 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/services to meet financial needs.
• Open new accounts, process loans from application to closing, and complete 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

Sales mindset

Communication

Detail oriented

Multitasking

Job description

Are you passionate about helping others achieve financial success? Do you thrive in a fast-paced, team-oriented environment where your talents can make a real impact? If so, Sharonview Federal Credit Union is looking for you!We’re seeking a Floating Member Experience Representative to join our team in Simpsonville, SC. In this member-facing role, you’ll provide outstanding service, support, and communication to help our members reach their financial goals across multiple branches within the Upstate SC Region. You won’t just process transactions—you’ll build meaningful relationships, guide members toward smart financial decisions, and serve as a trusted advisor every step of the way.You’ll be responsible for opening new accounts, processing consumer loan applications, and performing a variety of account transactions using cutting-edge technology, all while delivering exceptional member experience. This is an excellent opportunity to grow your career in financial services with a supportive, mission-driven organization.Why You’ll Love This Role:You’ll help people reach real financial goals - buying a car, saving for a home, or improving their credit.You’ll gain valuable experience in lending, banking, and financial consulting.You’ll be part of a collaborative, growth-oriented culture that invests in your success.You'll have the opportunity to earn additional compensation through sales incentives and performance recognition.What You’ll Do:Build relationships with members and recommend the best products and services to meet their financial needs.Open new accounts, process loans from application to closing, and complete various financial transactions.Educate members about Sharonview’s digital tools, mobile banking, and other self-service options.Make outbound calls and engage members in-branch to identify opportunities proactively.Ensure accuracy and compliance with all policies, procedures, and regulations.Serve as a brand ambassador for Sharonview, both inside and outside the branch.What We're Looking For:Bilingual (English/Spanish) skills are preferred but not required.A friendly, approachable personality with a passion for service and sales.Strong communication and problem-solving skills.Attention to detail and the ability to multitask in a busy environment.Experience in financial services, retail, or customer service is a plus.Why Join the Sharonview Team?People-First Culture – Supportive, member and employee-focused environment.Career Growth – Opportunities for training, mentoring, and development.Competitive Pay & Incentives – Earn more with performance-based rewards.Comprehensive Benefits – Health, dental, 401(k) match, PTO, and more.Work-Life Balance – Respect for your time and personal life.Mission-Driven Work – Help members achieve real financial goals.Inclusive & Welcoming – Diverse, respectful, and empowering workplace.Stable & Trusted – Long-standing, well-led organization.Modern Tools – Use up-to-date technology that supports your success.Community Involvement – Be part of giving back to local communities.Ready to Join Us?If you're ready to build a career where you make a difference every day—and grow with an organization that values you—apply now and become part of something great at Sharonview!