Member-Centric Banking Specialist & Sales Pro

Everwise Credit Union; Rochester (IN); On-site; USD 26,000 - 30,000; Full time

Job summary

Everwise Credit Union in Rochester, Indiana, seeks a customer-focused team member to provide high-quality service across general financial services and to promote credit union products.

This role emphasizes building relationships, maintaining confidentiality, handling cash, and supporting outbound member outreach. You will assist with new accounts, in-branch transactions, and daily operations while meeting referral and sales goals.

Qualifications

• High school diploma or GED required.
• Six months of retail or financial services experience preferred.
• Strong communication and interpersonal skills.

Responsibilities

• Deliver high-quality member service on a wide range of financial products.
• Assist with sales referrals and promote credit union products.
• Handle cash accurately and maintain confidentiality.
• Support outbound member outreach and follow-up campaigns.
• Assist in drawer audits and account maintenance as needed.

Skills

Customer service

Communication

Problem solving

Cash handling

Sales

Confidentiality

Multitasking

Computer skills

Education

High School Diploma or GED

Tools

MS Office

Cash register system

Job description

Everwise Credit Union in Rochester, Indiana, seeks a customer-focused team member to provide high-quality service across general financial services and to promote credit union products.

This role emphasizes building relationships, maintaining confidentiality, handling cash, and supporting outbound member outreach. You will assist with new accounts, in-branch transactions, and daily operations while meeting referral and sales goals.