Member Services & Solutions Advisor

Collins Community Credit Union

Cedar Rapids (IA)

On-site

USD 21,000 - 28,000

Full time

13 hours ago
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Job summary

Collins Community Credit Union in Cedar Rapids seeks a Member Representative at the Wiley branch to deliver high-quality member service and handle routine financial transactions. You will educate members on products, cross-sell solutions, and help grow relationships with a friendly, professional approach.

This sales-driven role emphasizes integrity, teamwork, and community engagement. Strong communication, dependability, and the ability to work in a fast-paced environment are essential; some

Qualifications

  • High school diploma or equivalent required.
  • Customer service and/or cash handling experience preferred.
  • Strong communication and interpersonal skills.
  • Demonstrated ability to balance service excellence with sales performance.
  • High attention to detail, accuracy, and compliance discipline.
  • Comfortable with technology and digital tools.
  • Strong problem-solving and relationship-building capabilities.
  • Self-motivated, dependable, and able to work in a fast-paced environment.
  • Must be bondable in accordance with the State of Iowa and Collins Community Credit Union guidelines.
  • Cross-sell and referral incentives.
  • Branch team loan and deposit incentives.

Responsibilities

  • Serve as the first point of contact for members and guests of the credit union.
  • Create welcoming, professional, and personalized interactions.
  • Identify member needs through conversation and active listening.
  • Introduce members to products, services, and digital solutions.
  • Perform day-to-day transactions for members.
  • Actively cross-sell and refer products and services to appropriate parties.
  • Uncover opportunities through profiling, life events, and needs-based conversations.
  • Recommend solutions (checking, savings, loans, digital banking, etc.).
  • Achieve, contribute, and exceed individual and branch sales and referral goals.
  • Conduct proactive outreach (in-person, phone, and campaign-based).
  • Partner with specialists to deepen member relationships.
  • Educate members on benefits, features, and value of offerings.
  • This is a sales-driven role. Every interaction is a potential opportunity to grow the relationship.
  • Accurately process deposits, withdrawals, transfers, and loan payments.
  • Maintain and balance cash drawer daily.
  • Complete basic account maintenance and documentation with accuracy.
  • Support branch operations.
  • Handle member transactions safely, accurately, confidentially within established procedures and regulatory requirements.
  • Ensure compliance with policies and regulatory requirements (BSA, privacy, etc.).
  • Verify identification and protect member data.
  • Identify and elevate suspicious or unusual activity.
  • Maintain integrity in all financial and member interactions.
  • Contribute to a collaborative, high-performing team environment.
  • Participate in branch initiatives, promotions, and goal attainment efforts.
  • Represent the organization in the community and support outreach events.
  • Share responsibility for branch success by living out the one team philosophy.

Skills

Customer service
Cash handling
Strong communication
Sales orientation
Attention to detail
Tech-savvy
Problem solving
Team player

Education

High school diploma or equivalent

Job description

Collins Community Credit Union in Cedar Rapids seeks a Member Representative at the Wiley branch to deliver high-quality member service and handle routine financial transactions. You will educate members on products, cross-sell solutions, and help grow relationships with a friendly, professional approach.

This sales-driven role emphasizes integrity, teamwork, and community engagement. Strong communication, dependability, and the ability to work in a fast-paced environment are essential; some

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