Member Services & Financial Solutions Advisor

Credit Union of America; Derby (KS); On-site; USD 20,000 - 29,000; Full time

Job summary

Credit Union of America is seeking a motivated member service representative to support existing members and attract new ones. The role focuses on accurate service, cash handling, and proactive sales of CU products with commission potential.

The position emphasizes courtesy and diplomacy, with 1–3 years of related experience and a high school diploma or GED. It is an office-based role requiring indoor work throughout the year.

Qualifications

• Experience: 1–3 years of similar or related experience.
• Education: A high school education or GED.
• Interpersonal Skills: Courtesy, tact, empathy, and diplomacy are essential elements of the job.
• Other Skills: Able to operate a 10 key calculator and computer keyboard.
• Physical Requirements: The job requires standing, walking, sitting, and handling objects; ability to lift up to 10 pounds.
• Work Environment: Office position; indoors year-round; may be exposed to varying temperatures.

Responsibilities

• Increase member penetration and use of credit union services among new and existing members. Identify service and lending opportunities; develop leads and sell all credit union products through direct solicitation.
• Receive and process member financial transactions, balance cash drawer daily, and prepare necessary documents in compliance with policies.
• Provide member support for problem resolution, including account research and questions about products and services; refer complex issues to the manager.
• Perform other duties as assigned; participate in annual training and comply with the BSA/AML Compliance Program.

Skills

Customer service

Interpersonal skills

Sales awareness

Education

High School Diploma or GED

Tools

10-key calculator

Computer keyboard

Job description

Credit Union of America is seeking a motivated member service representative to support existing members and attract new ones. The role focuses on accurate service, cash handling, and proactive sales of CU products with commission potential.

The position emphasizes courtesy and diplomacy, with 1–3 years of related experience and a high school diploma or GED. It is an office-based role requiring indoor work throughout the year.