Member Experience & Onboarding Specialist

Pomona College; Stevens Point (WI); On-site; USD 26,000 - 39,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Health insurance

Health savings account

Paid time off

Job summary

Simplicity Credit Union in Stevens Point, WI is seeking a Member Relationship Representative to provide exceptional service and grow member relationships. The role focuses on onboarding new members and expanding existing relationships through offering additional products and services.

You will review credit reports, handle lending inquiries, and process card/line applications while engaging in outbound sales to meet team targets. A friendly, collaborative approach is essential.

Qualifications

• High school education or GED and 1–3 years of related experience.
• Sales experience preferred.
• Excellent decision-making skills.
• Excellent communication skills.
• Ability to maintain focus and accuracy under pressure.

Responsibilities

• Onboard new members and grow Simplicity's relationship with existing members.
• Issue new accounts for existing members and add joint members with HSAs, IRAs, trusts.
• Review member credit reports to identify lending opportunities.
• Conduct follow-up via phone, email or text as preferred by the member.
• Process credit card and flex line applications and outbound sales calls.
• Promote additional loan products and services to improve members' financial lives.
• Collaborate across departments to maintain positive, productive relationships.

Skills

Sales experience

Communication skills

Analytical skills

Attention to detail

Decision making

Ability to work under pressure

Education

High school education or GED

Job description

Simplicity Credit Union in Stevens Point, WI is seeking a Member Relationship Representative to provide exceptional service and grow member relationships. The role focuses on onboarding new members and expanding existing relationships through offering additional products and services.

You will review credit reports, handle lending inquiries, and process card/line applications while engaging in outbound sales to meet team targets. A friendly, collaborative approach is essential.