Member Experience & Sales Specialist

Srp-Federal-Credit-Union

South Carolina

On-site

USD 29,000 - 34,000

Full time

7 days ago
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Benefits offered by this job

Notary Services

Job summary

SRP Federal Credit Union in Aiken, SC is seeking a Full Time Bank Member Service Associate. You will provide outstanding member service, promote credit union products, and support a high-performing team to meet member needs.

You will assist with memberships, deposits, loans, and basic teller duties, while following compliance rules and delivering accurate documentation. Notary services are provided and sales/service goals are active.

Qualifications

  • Associate degree preferred or equivalent combination of education and experience.
  • 2+ years of member/customer service experience, 4+ years in financial services.
  • 1+ years of sales experience preferred.

Responsibilities

  • Offer Credit Union products/services to current and potential members using a member benefit-based approach.
  • Comply with Bank Secrecy Act, Patriot Act, OFAC and internal policies.
  • Represent the Credit Union professionally to members and potential members.
  • Serve as a primary information source for member inquiries on products.
  • Gather information to complete memberships, deposits, loans, and maintenance; communicate loan decisions.
  • Provide Notary Services for members.
  • Meet or exceed sales and service goals set by management.
  • Assist members with fraud, discrepancies, or account questions.
  • Perform teller transactions as needed.
  • Exercise approval authority in certain situations (checks, wires).
  • Handle additional duties as assigned.

Skills

Member service
Sales experience
Customer service
Team collaboration
Communication skills

Education

Associate degree preferred
Equivalent education/experience

Tools

Symitar Episys
Loans PQ
Microsoft Word
Excel
Outlook
Google Chrome / Edge

Job description

SRP Federal Credit Union in Aiken, SC is seeking a Full Time Bank Member Service Associate. You will provide outstanding member service, promote credit union products, and support a high-performing team to meet member needs.

You will assist with memberships, deposits, loans, and basic teller duties, while following compliance rules and delivering accurate documentation. Notary services are provided and sales/service goals are active.

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