Member Wallet Growth Specialist

Vantage-Credit-Union; Ballwin (MO); On-site; USD 38,000 - 64,000; Full time

Job summary

Vantage-Credit-Union in Ballwin, MO seeks a proactive Member Care Center associate to drive sales and production goals, grow member wallet, and refer cross-sell opportunities. You will assist members with account and loan needs, ensure paperwork is complete, and maintain confidentiality in a regulated environment.

You will collaborate across departments, stay informed on credit union products, attend industry seminars when required, and adapt to changing conditions while delivering excellent

Qualifications

• 1+ years of sales experience, preferably in a credit union.
• Knowledge of loan and deposit products in credit union operations.
• Ongoing professional development is expected.

Responsibilities

• Proactively meet sales and production goals and grow member wallet.
• Assist members with account and loan needs and inquiries.
• Ensure all required paperwork is completed accurately and timely.
• Refer cross-sell opportunities as appropriate.
• Maintain confidentiality and comply with regulations.

Skills

Sales

Time Management

Interpersonal Skills

Communication

Dependability

Technical

Job description

Vantage-Credit-Union in Ballwin, MO seeks a proactive Member Care Center associate to drive sales and production goals, grow member wallet, and refer cross-sell opportunities. You will assist members with account and loan needs, ensure paperwork is complete, and maintain confidentiality in a regulated environment.

You will collaborate across departments, stay informed on credit union products, attend industry seminars when required, and adapt to changing conditions while delivering excellent