Member Service Pro | Grow Relationships + Incentive Pay

Financial Plus Credit Union, Inc.; Saginaw (MI); On-site; USD 32,000 - 37,000; Full time

Job summary

Financial Plus Credit Union is seeking a Member Service Representative to provide exceptional service and drive financial solutions for members. The role involves face-to-face interactions and outbound calls to promote credit union products while maintaining strong integrity and teamwork.

The position emphasizes cross-selling, outbound outreach, and accurate account servicing, with the goal of meeting sales and operational targets.

Qualifications

• Knowledge of credit union products and services required.
• Ability to cross-sell and build deeper member relationships.
• Adhere to internal policies and regulatory requirements.

Responsibilities

• Actively and independently cross-sell products to meet members' financial needs.
• Focus on growing membership through outbound calling and local outreach.
• Open, service, and solve issues across accounts and services; meet service standards.
• Ensure compliance with policies and requirements while delivering excellent member service.

Skills

Cross-selling

Outbound calling

Member service

Microsoft Outlook

Microsoft Excel

Communication

Teamwork

Education

High School Diploma, GED or higher

Tools

Microsoft Word

CRM software

Job description

Financial Plus Credit Union is seeking a Member Service Representative to provide exceptional service and drive financial solutions for members. The role involves face-to-face interactions and outbound calls to promote credit union products while maintaining strong integrity and teamwork.

The position emphasizes cross-selling, outbound outreach, and accurate account servicing, with the goal of meeting sales and operational targets.