Member Experience Associate I (Financial Services)

Rogue-Credit-Union

Meridian (ID)

On-site

USD 33,000 - 41,000

Full time

4 days ago
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Job summary

Rogue Credit Union in Meridian, ID, seeks a Member Service Representative I to deliver exceptional member experiences. You will identify needs, offer relevant products, and handle memberships, accounts, and basic lending with accuracy and care.

Role requires 3–5 years of experience, high school diploma or GED, and NMLS licensing; notary may be needed. A-friendly, service-oriented environment emphasizes cross-selling and member loyalty within a cooperative structure.

Qualifications

  • Three to five years of similar or related experience.
  • High school education or GED; NMLS licensing and annual training required.
  • Excellent communication, interpersonal, and organizational skills.

Responsibilities

  • Build relationships with members and identify needs to offer suitable products and services.
  • Assist members with memberships, accounts, and basic lending needs.
  • Review member financials and provide education and solutions aligned to goals.
  • Open new accounts and loans with accurate, confidential documentation.
  • Respond to member requests and follow through with solutions; maintain knowledge of products.
  • Maintain accuracy and confidentiality in all tasks and documents.
  • Assist other departments as needed and perform additional duties.

Skills

Active listening
Verbal communication
Written communication
Time management
Customer service
Sales skills

Education

High school diploma or GED
NMLS licensing

Tools

CRM software
Microsoft Office

Job description

Rogue Credit Union in Meridian, ID, seeks a Member Service Representative I to deliver exceptional member experiences. You will identify needs, offer relevant products, and handle memberships, accounts, and basic lending with accuracy and care.

Role requires 3–5 years of experience, high school diploma or GED, and NMLS licensing; notary may be needed. A-friendly, service-oriented environment emphasizes cross-selling and member loyalty within a cooperative structure.

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