Member Experience Specialist II — Remote Banking & Solutions

Rogue Credit Union; United States; Remote; USD 50,000 - 62,000; Full time

Job summary

Rogue Credit Union is a member-owned financial cooperative seeking a member-relations oriented professional. The role focuses on delivering exceptional experiences by identifying each member's needs and offering tailored financial solutions.

You will assist with memberships, accounts, loans, and notary-related activities while promoting Rogue's products. A strong emphasis on service, trust, and cross-selling integrates with the credit union’s mission and values.

Qualifications

• Experience: Three to five years of similar or related experience.
• High school education or GED; NMLS license with annual required training.
• Interpersonal skills requiring trust, diplomacy, courtesy and tact.
• Excellent active listening, verbal and written communication skills; strong organization and time management.
• Detail oriented with problem solving, research, critical thinking and judgment.

Responsibilities

• Build relationships with members using service and sales skills to identify needs and recommend products and services.
• Assist members with memberships, accounts, and basic lending needs including loans and various accounts.
• Review member finances and offer education and solutions, promoting credit union products.
• Open new accounts/loans, prepare documents accurately, and ensure confidentiality and compliance.
• Respond to member questions/concerns; provide timely solutions; maintain knowledge of products for cross-sell opportunities.
• Maintain accuracy and complete tasks; support other departments as needed.

Skills

Sales skills

Customer service

Active listening

Verbal communication

Written communication

Time management

Multitasking

Keyboarding

Computer skills

Education

High school diploma or GED

NMLS license

Job description

Rogue Credit Union is a member-owned financial cooperative seeking a member-relations oriented professional. The role focuses on delivering exceptional experiences by identifying each member's needs and offering tailored financial solutions.

You will assist with memberships, accounts, loans, and notary-related activities while promoting Rogue's products. A strong emphasis on service, trust, and cross-selling integrates with the credit union’s mission and values.