Member Experience Representative III

Agnello & Rogers; Lake Villa (IL); On-site; USD 60,000 - 80,000; Full time

Job summary

A trusted financial institution is seeking a Member Experience Representative III to enhance member satisfaction through exceptional service and personalized financial solutions. The ideal candidate will excel in communication and sales, contributing to the credit union's legacy of excellence.

Benefits

Generous Paid Time Off

Health/Medical Insurance

401(k) Retirement Savings Plan

Tuition Reimbursement

Qualifications

• 1-12 months of related experience required.
• Ability to navigate a PC in a Windows-based system.

Responsibilities

• Deliver exceptional service to members via phone, email, chat, and video.
• Cross-sell products like accounts and loans.
• Process transactions accurately and comply with regulations.

Skills

Communication

Sales

Customer Service

Education

High School Education or GED

Job description

Member Experience Representative III

Member Experience Representative III ( Personal Banker / Relationship Banker )

Do you love working with people and want to make a difference in their lives? CTCU is currently looking for high energy and enthusiastic individuals to join our growing team as a Member Experience Representative III ( Personal Banker / Relationship Banker ).

CTCU is a trusted financial institution that places its members at the heart of everything we do. With over 90 years of service to the community, CTCU continues to grow and adapt to the changing times. While we embrace innovation, our unwavering commitment to exceptional service remains a cornerstone of our values. We are seeking energetic individuals who share our passion for teamwork, dedication, and a drive to deliver outstanding service at every opportunity. If you're ready to contribute to our legacy of excellence, we want you on our team.

In this role, you'll be at the forefront of delivering exceptional service to our members, helping them with their everyday banking needs and more. Your primary responsibilities will go beyond answering questions - you'll actively identify opportunities to recommend products and services tailored to each member's financial goals. From helping them save money to enhancing their overall financial health, you'll be a key resource in improving their financial landscape.

As a Member Experience Representative III, you'll be instrumental in increasing members' wallet share by cross-selling relevant products, such as new accounts, car loans, or home equity lines of credit. Your ability to provide valuable solutions and personalized advice will make you a trusted financial partner for every member you assist.

To succeed in this role, you'll need to be able to communicate across various channels-phone, chat, email, and video chat. You'll help members navigate our offerings, address inquiries related to products and services, and support them in areas like lending, fraud prevention, and digital services.

If you are a quick learner, enjoy leveraging technology, and have a passion for empowering others to achieve financial success, we'd love to hear from you!

Basic Expectations for Member Experience Representative III:

• Provide members and potential members with informed, prompt, professional and accurate service and support through various channels including phone, e-mail, chat, and video calls.
• Meet and exceed all Credit Union service standards with each member interaction.
• Process member transactions and documents with no errors
• Develop and maintain knowledge of all relevant policies and procedures to ensure compliance with applicable regulations.

Some of the things we look for in a Member Experience Representative III are:

• Able to communicate effectively via multiple channels (phone, written via email/chat, and video).
• Ability to provide top notch service with every member interaction, including the ability to communicate promotions effectively.
• Previous sales experience and proven success in this environment.
• One to twelve months of similar or related experience.
• A high school education or GED.
• Ability to navigate/operate a PC in a Windows based system with ease.

Compensation & Benefits:

Budgeted starting hourly rate: $22.75/hour + eligible to earn production based incentives

As part of our team you will receive some awesome benefits, including:

Paid Time Off

• Generous Paid Time Off
• Health Time
• Personal/Birthday Day each year - eligible after first year of employment
• Bereavement Time

Health/Medical - Eligible first of the month following one full month of employment

• Medical insurance with HMO and PPO plans to choose from
• Dental and Vision insurance
• Flexible Spending Account
• Short and long term disability insurance, life and AD&D insurance
• Tuition Reimbursement - eligible after one full year of employment

Retirement Savings:

• 401(k) Retirement Savings Plan - eligible to participate in after one full month of employment.
• Matching Contributions after 1000 hours of service, 21 years of age and six months of employment. You may begin your contribution on the first pay period of the calendar quarter after one full month of employment. Entry is quarterly.
• Safe Harbor contributions. CTCU provides every eligible employee a contribution of 3% of compensation. In order to participate in the employer contributions under Safe Harbor, you must be 21 years of age, have 12 months of service and work at least 1,000 hours during that 12 months. Safe Harbor funds are 100% vested and employees who have met eligibility requirements are eligible to receive the Safe Harbor contribution by completing one hour of service. Safe Harbor entry is semi-annually.

Equal Opportunity Employer:

Community Trust Credit Union (CTCU) is an Equal Opportunity Employer. We fully comply with the requirements and spirit of the law regarding equal opportunity in all aspects of employment. CTCU ensures that there is no discrimination based on race, ancestry, color, religion, sex, sexual orientation, gender identity, marital status, pregnancy, age, national origin, citizenship, disability, genetic information, military status (including unfavorable discharge), criminal or arrest history (unless job-related), crime victim status, or any other protected characteristic in recruitment, selection, training, promotion, termination, or any other terms and conditions of employment.

At CTCU, we are proud to foster an engaged and inclusive culture and remain committed to ensuring equal employment opportunities in all hiring and employment decisions. We are dedicated to providing access, equal opportunity, and reasonable accommodations for individuals with disabilities in our employment practices, services, programs, and activities. If you require reasonable accommodation to participate in the job application or interview process, please contact our Human Resources team at [e-mail].

As part of our hiring process, Community Trust Credit Union (CTCU) requires a background check to ensure the safety and security of our employees, members, and operations. By submitting this application, you consent to a comprehensive background check, which may include, but is not limited to, criminal history, employment verification, credit history, bondability, education verification, and reference checks. Any information obtained through the background check will be considered in relation to the job requirements and in accordance with applicable laws. CTCU is an Equal Opportunity Employer and will not discriminate against applicants based on the results of the background check unless it is job-related or prohibited by law.

For more information, or to apply now, you must go to the website below. Please DO NOT email your resume to us as we only accept applications through our website.

https://ctcu.applicantpro.com/jobs/3743665-265348.html