Member Services & Solutions Advisor

Collins Community Credit Union; Iowa (LA); On-site; USD 28,000 - 36,000; Full time

Job summary

Collins Community Credit Union is hiring a Member Representative at the Blairs Ferry branch to deliver high-quality member service, process routine transactions, and educate members on products and digital tools.

The role emphasizes uncovering member needs, cross-selling suitable services, and maintaining accuracy while following regulatory guidelines. Availability across business hours is required, with a focus on community engagement and teamwork.

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.
• Must be bondable in accordance with the State of Iowa and Collins Community Credit Union guidelines.

Responsibilities

• Demonstrate enthusiastic support of corporate mission, core values, and long-term objectives. Performs duties within our bylaws, regulations, Board of Directors policies, established internal and external service standards, and our work procedures.
• 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 all 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

Communication

Sales

Detail-oriented

Regulatory compliance

Education

High school diploma or equivalent

Job description

Collins Community Credit Union is hiring a Member Representative at the Blairs Ferry branch to deliver high-quality member service, process routine transactions, and educate members on products and digital tools.

The role emphasizes uncovering member needs, cross-selling suitable services, and maintaining accuracy while following regulatory guidelines. Availability across business hours is required, with a focus on community engagement and teamwork.