Member Relationship Representative

Simplicity Credit Union; Stevens Point (WI); On-site; USD 39,000 - 58,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Disability insurance

Floating holidays

Health insurance

Health Savings Account

Life & AD&D insurance

Long-term disability insurance

Paid time off

Profit sharing

Short-term disability

Job summary

Simplicity Credit Union in Stevens Point, WI is seeking a Member Relati onship Representative to deliver exceptional service and broaden member relationships. The role focuses on onboarding new members, resolving questions, and promoting suitable products to enhance financial wellbeing.

You will work from our Stevens Point Branch, engaging members through calls, emails, and text messages while maintaining a positive, professional image aligned with our values.

Qualifications

• High school education or GED and one to three years of similar or related experience.
• Strong analytical abilities with attention to detail.
• Friendly, professional representation of the Credit Union.
• Self-motivated with openness to feedback and learning.

Responsibilities

• Onboard new members and deepen relationships with existing members.
• Offer additional products and services to grow member relationships.
• Review member credit reports to identify lending opportunities.
• Follow up with members by phone, email or text per their preference.
• Process credit card and line applications; handle outbound calls.
• Collaborate across departments to promote a positive member experience.
• Support the sales team in meeting growth goals.

Skills

Analytical skills

Attention to detail

Customer service

Professional demeanor

Self-motivated

Education

High school diploma or GED

Job description

• Location 3301 Business Park Drive,Stevens Point, WI, 54482,United States
• Employee Type FT Non-Exempt

Description

Who is Simplicity Credit Union?

We are today, and we’ve always been, a team of passionate Credit Union believers who work together to help our friends and neighbors realize their dreams. From the latest tech to keep our members in the know, wherever they may be, to an innovative branch experience, we’re focused on giving people what they need, when they need it. And what you see is not all you get. The Simplicity Team supports our member experience with a culture of collaboration and creativity, a focus on the things that mean the most to us, and a healthy dose of wackiness to bring it all together. Most importantly, we love turning new friends into members of the Simplicity Family and seeing where we can go together!

Position Summary

A Member Relationship Representative is responsible for exceptional service through interactions with members by resolving problems, enhancing the member relationship, and answering questions covering the entire spectrum of Simplicity Credit Union’s products and services. The primary responsibility of this position is the onboarding of new members and increasing Simplicity’s relationship with existing members. This position is part of a dedicated sales team, working to achieve sales goals and overall growth goals for the Credit Union.

This position will always project a positive and friendly image for the credit union through interactions with members and co-workers. This position will work out of our Stevens Point Branch.

• Issuing new accounts for existing members and adding joint members with the additional competencies of HSAs, IRAs, trusts, death accounts, member complaints, assisting with lending servicing inquiries, closing loans and online loan applications (when necessary).
• Primary responsibilities are onboarding new members and increasing Simplicity’s relationship with members by offering additional products and services.
• Reviewing member credit reports to recognize lending opportunities to best fit the member’s needs.
• Conducting follow-up contact with members via phone, email, or text based on the member’s preferred communication method.
• Process credit card and flex line applications.
• Outbound sales calls as assigned.
• Seek out opportunities to enhance the members’ experience by recognizing and presenting additional loan opportunities or offering products and services that would improve the members’ financial lives.
• Reinforce continuous collaboration and respectful communication between all departments by promoting strong, positive, and productive working relationships through commitment to the company’s core values, vision and mission statements.

Requirements

• High school education or GED and one to three years of similar or related experience.
• A high degree of mental concentration to interpret and act upon a wide range of situations, even under pressure.
• Exceptional analytical skills with a strong attention to detail, ability to plan, prioritize and organize work effectively and efficiently.
• Must be friendly and able to represent the Credit Union in a professional and positive manner.
• Believes in own capabilities and knowledge to affect positive outcomes and even succeed where others may not and demonstrates that attitude in performing day-to-day activities.
• Self-motivated by the desire to accomplish goals and have exceptional performance; very open to receiving constructive feedback.
• Understands that change is necessary to evolve as a person and an organization, and reflects that in the context of daily work, handling change without becoming disengaged.
• Displays an on-going commitment to learning and self-improvement in areas that are job and/or organization relevant.

Compensation:

Starting base pay of$18.63 per hourbased on experience, with earning potential of up to $27.95 per hour.

*The final offer will be based on experience, skills, internal equity, and market data.

This position is also eligible for amonthly production incentive payout as well as a yearly company performance bonus payout.

• 401(k)
• 401(k) matching
• Disability insurance
• Floating and paid holidays
• Health insurance
• Healthsavings account
• Life & AD&D insurance, employer paid
• Long-term disability insurance, employer paid
• Mental health time off
• Paidtime off (PTO)
• Profit sharing
• Short-term disability insurance, employer paid