Sr Spec, Member Service

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

Job summary

BCU, a not-for-profit, member-owned Credit Union, is seeking a sales-oriented professional to establish long-term member relationships. You will perform needs analyses, deliver world-class service, and support onboarding for new members in a fast-paced environment.

Based in the United States, the role emphasizes credit evaluation, cross-selling opportunities, and maintaining high customer satisfaction while collaborating with a team of sales professionals and managers.

Qualifications

• Must have strong data collection and analysis skills.
• Ability to manage multiple tasks simultaneously.
• Excellent written and verbal communication skills.
• Proven ability to deliver a balanced sales approach across products.
• Demonstrated world-class customer service experience.
• Experience working with teams and leading others when needed.

Responsibilities

• Serve 30-50 new member interactions daily via dedicated phone queue and outbound calls.
• Identify member needs and cross-sell BCU products and services.
• Assist with onboarding and engage new members during first 90 days.
• Manage a shared inbox for new member requests.
• Explain next steps and required documents to referred members.
• Understand credit reports to assess standing and needs; spot buyout opportunities.
• Provide foundational credit counseling when appropriate.
• Complete registrations and certifications as required.
• Act as a leader within the sales team when needed.

Skills

Data analysis

Multitasking

Interpersonal skills

Sales orientation

Customer service

Team collaboration

Education

High School diploma or equivalent

College degree preferred

Job description

We want to invest in YOU!

At BCU, we believe our success starts with our people, and we're committed to creating an environment where you can thrive through career growth opportunities, competitive benefits, workplace flexibility, and a collaborative culture.

BCU is a not-for-profit, member-owned Credit Union with nearly $6 billion in assets and more than 370,000 members. We provide easy, secure banking solutions that help people achieve financial freedom while serving employees and families of major Fortune 100 organizations and communities across northern Illinois, southern Wisconsin, Minnesota, and Puerto Rico.

We're proud to be Certified™ by Great Place to Work® from March 2026 through March 2027, reflecting our commitment to an inclusive culture where employees feel valued, supported, and empowered.

SALARY

This position has a base salary range of $51,200 - 76,800. This range represents the expected base salary range for this position. The actual salary may vary based upon several factors including, but not limited to, relevant skills/experience and time in the role.

Summary

Establish long-term relationships by performing a comprehensive needs analysis of BCU products and services, while also building member loyalty through delivering a world-class service experience.

Role And Responsibilities

• Service 30-50 BR01 New Member interactions each day through a dedicated phone queue and outbound calling while providing a high level of service to both new and potential members.
• Identify member needs and cross-sell of all BCU products and services.
• Assist with onboarding and engagement our 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 a working knowledge of credit reports to evaluate credit standing, perform needs assessment and to identify competitor buyout opportunities.
• Provide fundamental credit counseling to members where appropriate and necessary.
• Successfully complete all required registrations and certifications as needed.
• Seen as a leader among the sales rep team. Can serve as a player-coach for the team when needed.

Qualifications And Education Requirements

• 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 the Windows operating system, 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.

Our WHY is the reason we exist:

To Empower People to Discover Financial Freedom. What do you celebrate as your purpose? At BCU we celebrate what makes you authentically YOU! #bYOU

BCU Shared Values

• We foster an environment of INCLUSION. All individuals are treated fairly and respectfully, have equal access to opportunities and resources, and can contribute fully to the organization's success.
• We act with INTEGRITY. We follow the golden rule without exception.
• We display COURAGE in our convictions. We drive innovation, reaching beyond boundaries and thoughtfully explore new horizons.
• We excel through COLLABORATION. By working as one, sharing information and seeking solutions, we deliver exceptional outcomes.
• We WOW our members. We focus intensely on putting the member first, delivering extraordinary experiences that create lasting relationships inside and outside the organization.