Senior Member Experience Specialist & New Member Coach

BCU; Dyer (CA); On-site; USD 51,000 - 77,000; Full time

Job summary

BCU is seeking a results-driven Member Service & Sales Associate to analyze member needs and promote BCU products while delivering world-class service and building loyalty.

You will handle 30–50 daily member interactions via a dedicated phone queue and outbound calls, identify needs, cross-sell products, assist with onboarding in the first 90 days, and manage a shared inbox and application workflow.

Excellent communication, data analysis, and teamwork are essential to succeed in this role.

Qualifications

• High School diploma or equivalent required, college degree a plus.
• Minimum of 5 years business experience.
• Ability to collect and analyze data.
• Ability to perform multiple tasks simultaneously.
• Proficient in basic use of Windows OS, email, and the Internet.
• Excellent written and verbal interpersonal skills.
• Ability to effectively deliver a balanced sales approach of all BCU products and services.
• Demonstrated ability and experience in providing world-class customer service.
• Demonstrated experience working with teams.

Responsibilities

• Service 30-50 BR01 New Member interactions daily through a dedicated phone queue and outbound calling.
• Identify member needs and cross-sell of all BCU products and services.
• Assist with onboarding and engagement of New Members during first 90 days of membership.
• Manage a shared inbox with potential new member requests.
• Work within our New Member Application system to communicate next steps and documents needed to our referred members.
• Maintain knowledge of credit reports to evaluate credit standing and needs.
• Provide fundamental credit counseling to members when needed.
• Complete all required registrations and certifications as needed.
• Seen as a leader among the sales rep team; serve as player-coach when needed.

Skills

Communication

Needs analysis

Data analysis

Multitasking

Customer service

Education

High school diploma

Tools

Windows

Email

Internet

Job description

BCU is seeking a results-driven Member Service & Sales Associate to analyze member needs and promote BCU products while delivering world-class service and building loyalty.

You will handle 30–50 daily member interactions via a dedicated phone queue and outbound calls, identify needs, cross-sell products, assist with onboarding in the first 90 days, and manage a shared inbox and application workflow.

Excellent communication, data analysis, and teamwork are essential to succeed in this role.