Member Services Associate I — Financial Wellness

Rogue Credit Union; Medford (OR); On-site; USD 40,000 - 55,000; Full time

Job summary

Rogue Credit Union in Medford, Oregon, is seeking a member-focused professional. This role involves building strong member relationships, assisting with accounts and loans, and providing financial solutions to enhance the member's financial journey.

Ideal candidates should have 3 to 5 years of related experience and a high school diploma or GED. Excellent communication and sales skills are essential for success in this dynamic environment.

Qualifications

• 3 to 5 years of similar experience required.
• Licensed through NMLS and maintain annual training.

Responsibilities

• Build relationships with members using service and sales skills.
• Assist members with accounts, loans, and membership needs.
• Analyze financial situations to provide relevant solutions.
• Open new accounts and loans accurately and confidentially.
• Respond to member requests with timely follow-through.

Skills

Customer service

Sales skills

Active listening

Communication

Time management

Critical thinking

Education

High school education or GED

Job description

Rogue Credit Union in Medford, Oregon, is seeking a member-focused professional. This role involves building strong member relationships, assisting with accounts and loans, and providing financial solutions to enhance the member's financial journey.

Ideal candidates should have 3 to 5 years of related experience and a high school diploma or GED. Excellent communication and sales skills are essential for success in this dynamic environment.