Member Services Banker — Relationship & Sales Pro

Everwise Credit Union; Granger (IN); On-site; USD 22,000 - 31,000; Full time

Job summary

EVERWISE CREDIT UNION is seeking a Member Service Associate to deliver high-quality service across financial products, perform cash handling, open accounts, and support the MCC, with a focus on building member relationships and wallet share.

Responsibilities include maintaining confidentiality, meeting referral and sales goals, assisting with outbound calls, and handling transactions accurately in a fast-paced environment.

Qualifications

• High School Diploma or GED or equivalent.
• Six months retail sales or cash handling experience preferred.
• Strong customer service and confidentiality.

Responsibilities

• Provide high-quality member service and promote credit union products.
• Handle cash transactions and account maintenance accurately.
• Open new accounts and operate an ITM.
• Support MCC and refer members to partners.
• Meet or exceed referral and sales goals.
• Maintain confidentiality of member information.

Skills

People skills

Communication

Needs-based selling

Cash handling

Computer skills

Lifting 15 lb

Teamwork

Education

High School Diploma or GED

Job description

EVERWISE CREDIT UNION is seeking a Member Service Associate to deliver high-quality service across financial products, perform cash handling, open accounts, and support the MCC, with a focus on building member relationships and wallet share.

Responsibilities include maintaining confidentiality, meeting referral and sales goals, assisting with outbound calls, and handling transactions accurately in a fast-paced environment.