Member Relationship Representative (Universal Banker)

About the role

A Member Relationship Representative (Universal Banker) delivers exceptional service by resolving problems, deepening member relationships, and answering questions about all Simplicity Credit Union products and services. The primary focus is onboarding new members and expanding relationships with existing members. This role is part of a dedicated sales team working toward sales and overall growth goals, and is based in the Neenah branch.

Responsibilities

• Open new accounts for existing members and add joint members, including HSAs, IRAs, trusts, death accounts, and handle member complaints.
• Assist with lending servicing inquiries, close loans, and process online loan applications when necessary.
• Onboard new members and increase Simplicity’s relationship with members by offering additional products and services.
• Review member credit reports to identify lending opportunities tailored to member needs.
• Conduct follow-up contact with members via phone, email, or text based on their preferred communication method.
• Process credit card and flex line applications.
• Make outbound sales calls as assigned.
• Seek opportunities to enhance members’ experiences by presenting additional loan opportunities or products that improve their financial lives.
• Promote collaboration and respectful communication across departments to uphold the company’s core values, vision, and mission.

Requirements

• High school education or GED.
• One to three years of similar or related experience.
• Sales experience preferred.
• Excellent decision-making and communication skills.
• Ability to interpret and act on a wide range of situations under pressure.
• Strong analytical skills with attention to detail, and ability to plan, prioritize, and organize work efficiently.
• Friendly demeanor and ability to represent the Credit Union professionally.

Professional Attributes

• Confidence in own capabilities and knowledge to achieve positive outcomes.
• Self-motivated with a drive to accomplish goals and perform exceptionally; open to constructive feedback.
• Embraces change as necessary for personal and organizational growth.
• Commitment to continuous learning and self-improvement in job-relevant areas.

Pay

Starting base pay of $18.63 per hour based on experience, with earning potential of up to $27.95 per hour. The final offer will consider experience, skills, internal equity, and market data. This position is also eligible for a yearly company performance bonus payout.

Benefits

• 401(k) with matching.
• Dental, health, and vision insurance.
• Health savings account (HSA).
• Disability insurance (short-term and long-term, employer-paid).
• Life & AD&D insurance (employer-paid).
• Floating and paid holidays.
• Paid time off (PTO) and mental health time off.
• Profit sharing.

Schedule

• Day shift.
• Monday to Friday.