Member Engagement & Growth Advocate

Park City Credit Union; Merrill (WI); On-site; USD 35,000 - 50,000; Full time

Job summary

Park City Credit Union in Merrill, Wisconsin, is seeking a Member Relationship Advisor. This role focuses on strengthening and expanding member relationships through proactive outbound communication. The advisor will engage with members via phone, email, text, and chat to promote various credit union products and services.

Candidates should possess above average communication and sales skills, with a preference for those having experience in sales and financial institutions. This position plays a crucial role in enhancing member relationships and achieving sales goals.

Qualifications

• At least 1 year in a sales role with proven sales success.
• Experience in a financial institution is preferred but not required.

Responsibilities

• Strengthen and expand member relationships through outbound communication.
• Open basic memberships and accounts, assist with service enrollment.
• Collect basic loan applications and schedule appointments with specialists.

Skills

Communication skills

Sales skills

Multitasking

Job description

Park City Credit Union in Merrill, Wisconsin, is seeking a Member Relationship Advisor. This role focuses on strengthening and expanding member relationships through proactive outbound communication. The advisor will engage with members via phone, email, text, and chat to promote various credit union products and services.

Candidates should possess above average communication and sales skills, with a preference for those having experience in sales and financial institutions. This position plays a crucial role in enhancing member relationships and achieving sales goals.