Member Experience Sales Pro — Banking & Growth

AppleOne Employment Services; Lewisville (TX); On-site; USD 33,000 - 40,000; Full time

Benefits offered by this job

Career growth opportunities

Supportive team environment

Performance-driven culture

Job summary

AppleOne Employment Services in Lewisville, TX is seeking a Member Experience Sales Specialist for a temp-to-hire role in a growing financial institution. The ideal candidate thrives on building relationships, identifying member financial needs, and recommending products to help members reach their goals.

You will open consumer and business accounts, upsell products, and work toward sales goals while maintaining compliance.

Qualifications

• Build and manage member relationships in a banking or financial services environment.
• Open consumer and business accounts while recommending appropriate financial solutions.
• Meet sales goals through upselling, cross-selling, outreach, and consultative service.
• Support compliance with banking policies, procedures, and applicable regulations.
• At least 1 year of banking, credit union, or financial institution experience.
• At least 1 year of sales, upselling, cross-selling, or goal-driven experience.
• Proven ability to meet sales goals, KPIs, and service expectations.
• Working knowledge of banking products, financial services, and account opening processes.
• Strong communication, customer service, and relationship-building skills.
• Proficiency with Microsoft Office and standard business systems.
• Professional, member-focused approach with strong attention to detail and follow-through.

Responsibilities

• Deliver exceptional member service through consultative relationship management and needs-based conversations.
• Open consumer and business accounts while ensuring accuracy, professionalism, and compliance.
• Upsell and cross-sell financial products and services aligned with member goals.
• Meet sales goals, service standards, KPIs, and performance expectations.
• Conduct outreach and business development activities to support growth and deepen member relationships.
• Follow banking policies, procedures, and regulatory requirements in all member interactions.

Skills

Relationship management

Banking knowledge

Account opening

Upselling & cross-selling

Regulatory compliance

Sales goal orientation

Communication skills

Tools

Microsoft Office

Job description

AppleOne Employment Services in Lewisville, TX is seeking a Member Experience Sales Specialist for a temp-to-hire role in a growing financial institution. The ideal candidate thrives on building relationships, identifying member financial needs, and recommending products to help members reach their goals.

You will open consumer and business accounts, upsell products, and work toward sales goals while maintaining compliance.