Member Experience Associate - Plymouth
About The Position
The Member Experience Associate delivers a strong experience for credit union members by uncovering their needs, building and deepening relationships, and offering solutions that support their financial success. The role includes greeting and assisting members, providing financial coaching, cross-selling products and services, opening deposit accounts—including specialty and business accounts—and supporting onstage operations. The associate also educates members about consumer loans and credit cards and originates, processes, and closes consumer loans. The position requires adaptability, teamwork, expert product knowledge, compliance with legal and regulatory requirements, and flexibility to work varied schedules.
Requirements
- High school diploma or GED.
- At least 1–2 years of job-related experience demonstrating success in building member or customer relationships and cross-selling products in a financial institution or retail environment.
- Demonstrated ability to proactively interact with members, identify and uncover needs, and support a strong member/customer service culture.
- Ability to work flexible schedules.
- Tech-savvy, adaptable, and able to adjust quickly to changing priorities.
Nice To Haves
- Prior lending experience.
Responsibilities
- Proactively greet and interact with members as they enter the credit union.
- Listen actively and ask open-ended questions to uncover and address members’ needs.
- Assess members’ overall financial situations and offer solutions to advance their financial success and deepen their relationships with the credit union.
- Coach and mentor peers, work collaboratively, and promote teamwork to help achieve Lake Trust goals.
- Maintain expert-level product knowledge and demonstrate behaviors that support morale, cooperation, and enthusiasm.
- Educate members about consumer loans and credit card products.
- Originate, process, and close consumer loans.
- Identify cross-selling opportunities and act as a financial coach to members.
- Perform essential financial transactions, including opening deposit, specialty, and business accounts.
- Pursue learning and development and share knowledge with teammates.
- Ensure compliance with regulatory and legal requirements.
- Perform other duties and responsibilities as required or assigned.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
