Member Sales and Service Representative

Bridgeway Credit Union; Phenix City (AL); On-site; USD 32,000 - 46,000; Full time

Job summary

Bridgeway Credit Union is seeking a friendly Member Sales & Service Representative who will serve as the main contact for members, uncover financial needs, and connect them with loans, savings, certificates, and promo offers. You’ll contribute to a fast-paced, sales-driven team that values integrity and community impact.

Ideal candidates have a high school diploma or GED, at least one year of cash handling experience, strong communication, and comfort with computers and Microsoft Office.

Qualifications

• High School Diploma or GED required.
• At least 1 year of cash handling experience.
• Excellent communication skills.
• Strong attention to detail.
• Comfort using computers and Microsoft Office tools.
• A genuine passion for helping people and delivering top-tier service.

Responsibilities

• Engage member interactions as sales opportunities, uncovering financial needs and recommending products.
• Proactively identify sales leads through daily member interactions, referrals, outreach, and account reviews.
• Use member data to target and promote relevant products (e.g., auto loans, mortgages).
• Participate in marketing initiatives and support branch-wide sales goals.
• Service and build relationships with existing accounts, delivering exceptional service while cross-selling products.
• Assist members with account openings, virtual branch referrals, and product setup for a seamless start.
• Execute teller transactions with accuracy and identify additional member needs.
• Respond to questions in person, by phone/text, or email to reinforce trust.
• Collaborate with other departments to support a high-energy, sales‑driven environment.

Skills

Excellent communication

Cash handling

Attention to detail

Microsoft Office

Customer service oriented

Education

High School Diploma or GED

Tools

Microsoft Office

Job description

Member Sales & Service Representative

Are you passionate about helping people, building relationships, and being part of a mission‑driven team? Do you thrive in a fast‑paced environment where every day brings new opportunities to make someone’s financial journey easier and brighter? If so, we want to meet you!

Bridgeway Credit Union is growing, and we’re looking for an enthusiastic and service‑focused Member Sales & Service Representative to join our team!

Why You’ll Love Working with Us

As a key face of our credit union, you’ll be the go‑to person for our members; offering personalized support, uncovering their financial needs, and connecting them with products that truly make a difference. You’ll be part of a supportive, collaborative team that values excellence, integrity, and community impact.

What You’ll Do

In this role, you will:

• Engage every member interaction as a sales opportunity, uncovering financial needs through conversation and actively recommending credit union products such as loans, savings accounts, certificates, and special promotional offers.


• Proactively identify sales leads through daily member interactions, referrals, outreach efforts, and account reviews; helping members access products that genuinely support their financial goals.


• Use member data strategically to target and promote relevant products (for example, auto loans for members with new car purchases or mortgage options for recently relocated members).


• Participate actively in marketing initiatives, supporting branch‑wide sales goals and contributing ideas that elevate member engagement and product adoption.


• Service and build relationships with existing accounts, delivering exceptional member service while continuously seeking opportunities to cross‑sell relevant financial products.


• Assist members with account openings, virtual branch referrals, and product setup to ensure a seamless start to their financial journey with the credit union.


• Execute teller transactions such as deposits, transfers, withdrawals, loan payments, and cash advances with accuracy, efficiency, and an eye for identifying additional member needs.


• Respond to questions and concerns in person, via phone or text, or through email, using every interaction to reinforce trust and deepen member relationships.


• Support team goals, collaborate with other departments, and contribute to a high‑energy, sales‑driven environment focused on member success.

What You Bring

• High School Diploma or GED


• At least 1year of cash handling experience


• Excellent communication skills


• Strong attention to detail


• Comfort using computers and Microsoft Office tools


• A genuine passion for helping people and delivering top‑tier service

What Success Looks Like

You’ll shine in this role if you’re someone who:

• Builds genuine connections with members and consistently identifies opportunities to match them with the right financial products.


• Actively embraces digital tools, virtual services, and technology‑driven solutions, confidently guiding members through online banking, virtual branch options, and other tech‑forward resources.


• Looks for ways to promote and encourage technology adoption while helping members transition to digital transactions, paperless processes, and self‑service tools that enhance their convenience and overall experience.


• Learns new systems quickly and stays up to date with evolving credit union technologies, using them to improve service, accuracy, and efficiency.


• Enjoys problem‑solving and approaches challenges with a proactive, positive attitude.


• Thrives in a structured, goals‑driven environment and is excited to contribute to both individual and branch‑wide success.


• Brings energy, professionalism, and a member‑first mindset to every interaction.