Member Services Associate – Financial Wellness & Solutions

Rogue Credit Union; Central Point (OR); On-site; USD 38,000 - 52,000; Full time

Job summary

Rogue Credit Union is seeking a dedicated Member Services professional to deliver exceptional member experiences. You will identify member needs, recommend products, and cross-sell services while upholding Rogue’s values.

This role involves opening accounts and loans, educating members on products, and maintaining high confidentiality. Responsibilities include strong service and sales execution, notary tasks, and collaboration with other departments.

Qualifications

• Three to five years of related experience.
• High school diploma or GED required; NMLS licensing required.

Responsibilities

• Build relationships with members and identify needs.
• Assist members with accounts and lending needs.
• Review member financials to identify cross-sell opportunities.
• Open new accounts and loans with accuracy and confidentiality.
• Respond to member requests with timely solutions and maintain notary compliance.
• Support other departments as needed.

Skills

Customer service

Sales ability

Notary knowledge

MS Office / computer skills

Education

High school diploma or GED

NMLS license

Tools

CRM software

Job description

Rogue Credit Union is seeking a dedicated Member Services professional to deliver exceptional member experiences. You will identify member needs, recommend products, and cross-sell services while upholding Rogue’s values.

This role involves opening accounts and loans, educating members on products, and maintaining high confidentiality. Responsibilities include strong service and sales execution, notary tasks, and collaboration with other departments.