Member Experience Associate - Brighton

Lake Trust Credit Union; Town of Brighton (NY); On-site; USD 42,000 - 52,000; Full time

Benefits offered by this job

Financial wellbeing services

401(K) matching with up to 5% match

Reduced health insurance

Employee wellbeing services

DE&I initiatives

Work-life balance

Job summary

Lake Trust Credit Union in Brighton, NY is seeking a Member Experience Associate dedicated to delivering an outstanding member experience. You will greet members, uncover needs, and provide tailored financial solutions while encouraging product cross-sell and account openings.

Team collaboration and adaptability are key as you support onstage operations to help reach credit union goals. The role emphasizes financial coaching, building relationships, and delivering exceptional service to members’

Qualifications

• High School Diploma/GED required.
• 1-2 years job-related experience demonstrating success in building member/customer relationships through cross-selling.
• Experience in a financial institution or retail environment preferred.

Responsibilities

• Greet and interact with members as they enter the Credit Union.
• Uncover member needs through active listening and questions.
• Cross-sell products and services to advance members’ financial goals.
• Open deposit accounts, including specialty and business accounts.
• Build and deepen member relationships by delivering the best member experience.
• Support onstage operations and help Lake Trust meet goals.

Skills

Cross-selling

Customer relations

Financial coaching

Team collaboration

Education

High School Diploma

Job description

Member Experience Associate - Brighton

More Than A Job!

Why do you work each day? To us, our jobs are not just something we do to make a living, it’s a way to live. We work to support our members; whether celebrating moments of joy, finding a solution to an obstacle, or offering encouragement through a time of struggle. The worth of our work isn’t measured in dollars and cents, it’s seen in our communities and felt by the people who believe in us.

Benefits Include

• Financial wellbeing services
• 401(K) matching with up to 5% match
• Reduced health insurance
• Employee wellbeing services
• DE&I initiatives
• Work-life balance

Job summary

The Member Experience Associate is passionate about delivering the best Member Experience to our members! This team member will uncover needs, inspire possibilities, and deliver solutions to advance our members’ financial success. This person must be adaptable with a strong sense of teamwork. They will cross-sells products and services, open all deposit accounts, including specialty and business accounts to help our members meet their financial goals. This position will build and deepen member relationships by providing the Best Member Experience. Member Experience Associates will be expected to support onstage operations and help to reach and exceed Lake Trust goals.

What you’ll do

• Proactively greet and interact with members as they enter the Credit Union. Through active listening and asking open ended, highly impactful questions you will uncover member needs to best assist them in meeting those needs.
• Be a financial coach to our members!Look for opportunities to maximize member loyalty, building and deepening the member’s relationship by assessing member’s total financial picture and offering solutions to advance their financial success.
• Coach and mentor peers by working collaboratively and promoting teamwork in order to achieve Lake Trust goals.
• Demonstrate positive behaviors that promote high morale, cooperation and enthusiasm.
• Educate members on consumer loans and credit card products.Originate, process, and close on consumer loans.Advise on opportunities to advance members’ financial well-being by looking for cross-sale opportunities and acting as a financial coach to members.

What you’ll bring

• High School Diploma/GED is required
• Minimum of 1-2 years job-related experience demonstrating success in building member/customer relationships by successfully cross selling products within a financial institution or retail environment.

What you’ll get

We know that pay and benefits are important. And, we’ve really got that covered. But, we also know that those are not the only things that you need to decide if this is the place for you. Join our team of Lake Trusters and you’ll enjoy:

• Working with an energetic team focused on making our members wildly successful
• An opportunity to work with others that have your back every step of the way
• Opportunities to make a difference both inside and outside of our walls
• Being treated like you are more than the work you do
• Must be a tech savvy individual who has a high degree of adaptability to adjust quickly to change and priorities.