Member Services & Sales Specialist II

KEMBA Financial Credit Union Inc.; Pickerington (OH); On-site; USD 35,000 - 50,000; Full time

Job summary

KEMBA Financial Credit Union Inc. is seeking a Member Services Representative II to deliver member-focused sales and service activities in a high-contact environment. The role emphasizes building relationships, resolving issues, and helping members reach financial goals.

The candidate will engage with members face-to-face, over the phone, and in writing, ensuring compliance and accuracy, and will support branch operations while pursuing sales targets and maintaining service quality.

Qualifications

• High school diploma or equivalent education or experience.
• 1–2 years of experience in a sales/customer service environment.
• Prior experience in a financial/banking institution preferred.
• Strong organizational skills and attention to detail.
• Must value a high degree of accuracy.
• Professional demeanor.
• Effective communication skills.
• Basic PC skills (Windows).
• Assertive problem-solving skills.

Responsibilities

• Recommends products and services to meet Members' financial needs.
• Resolves Member issues through listening, problem solving, and offering solutions.
• Meets or exceeds all sales, service and productivity goals.
• Answers and responds to Member inquiries and questions.
• Performs file maintenance and account changes as necessary.
• Establishes and maintains professional relationships with Members.
• Keeps Members informed of Credit Union services and policies.
• Completes required reports and records accurately and promptly.

Skills

Sales experience

Customer service

Organizational skills

Attention to detail

Communication skills

Problem solving

Professional demeanor

PC skills

Assertive

Education

High school diploma

Job description

KEMBA Financial Credit Union Inc. is seeking a Member Services Representative II to deliver member-focused sales and service activities in a high-contact environment. The role emphasizes building relationships, resolving issues, and helping members reach financial goals.

The candidate will engage with members face-to-face, over the phone, and in writing, ensuring compliance and accuracy, and will support branch operations while pursuing sales targets and maintaining service quality.