Member Experience Sales Specialist

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

Job Summary

A growing financial institution in Lewisville, TX is hiring a Member Experience Sales Specialist for a temp to hire opportunity. This role is ideal for a customer-focused banking professional who enjoys building relationships, identifying financial needs, and recommending products and services that help members reach their financial goals. Previous Sales experience is preferred.

This is a strong opportunity for someone with banking, credit union, financial services, and sales experience who wants to grow in a supportive, member-focused environment. The team values collaboration, service excellence, accountability, and professional development. You will be part of a performance-driven culture with supportive leadership, positive teamwork, and the opportunity to make a meaningful impact on members and the community.

Key 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.

Compensation and Benefits

• Pay range: $24.00 to $29.00 per hour.
• Career growth opportunities.
• Supportive team environment.
• Performance-driven culture.

For temporary assignments lasting 13 weeks or longer, AppleOne is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.

Required Qualifications and Skills

• 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.

Preferred Qualifications

• Experience in a credit union or member-focused financial services environment.
• Prior experience opening both consumer and business accounts.
• Familiarity with consultative selling, financial needs analysis, and member outreach.
• Business development experience within banking, retail banking, or financial services.

Equal Opportunity Employer / Disabled / Protected Veterans

The Know Your Rights poster is available here: https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf

The pay transparency policy is available here: https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf

We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.

AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program. https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf

We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.