Floating Member Experience Representative

Sharonview Federal Credit UnionSimpsonville, SC
Hybrid

About The Position

Are you passionate about helping others achieve financial success? Do you thrive in a fast-paced, team-oriented environment where your talents can make a real impact? If so, Sharonview Federal Credit Union is looking for you! We’re seeking a Floating Member Experience Representative to join our team in Simpsonville, SC. In this member-facing role, you’ll provide outstanding service, support, and communication to help our members reach their financial goals across multiple branches within the Upstate SC Region. You won’t just process transactions—you’ll build meaningful relationships, guide members toward smart financial decisions, and serve as a trusted advisor every step of the way. You’ll be responsible for opening new accounts, processing consumer loan applications, and performing a variety of account transactions using cutting-edge technology, all while delivering exceptional member experience. This is an excellent opportunity to grow your career in financial services with a supportive, mission-driven organization.

Requirements

  • A friendly, approachable personality with a passion for service and sales.
  • Strong communication and problem-solving skills.
  • Attention to detail and the ability to multitask in a busy environment.
  • Experience in financial services, retail, or customer service is a plus.

Nice To Haves

  • Bilingual (English/Spanish) skills are preferred but not required.

Responsibilities

  • Build relationships with members and recommend the best products and services to meet their financial needs.
  • Open new accounts, process loans from application to closing, and complete various financial transactions.
  • Educate members about Sharonview’s digital tools, mobile banking, and other self-service options.
  • Make outbound calls and engage members in-branch to identify opportunities proactively.
  • Ensure accuracy and compliance with all policies, procedures, and regulations.
  • Serve as a brand ambassador for Sharonview, both inside and outside the branch.

Benefits

  • Health, dental, 401(k) match, PTO, and more.
  • Opportunities for training, mentoring, and development.
  • Performance-based rewards.
  • Respect for your time and personal life.
  • Use of up-to-date technology that supports your success.
  • Community involvement opportunities.
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