Member Experience Associate - Plymouth
About The Position
The Member Experience Associate delivers a strong member experience by identifying members’ needs and offering solutions that support their financial success. The role builds and deepens member relationships, cross-sells products and services, opens deposit accounts—including specialty and business accounts—and supports branch operations and Lake Trust goals. The associate also educates members about consumer loans and credit cards, originates, processes, and closes consumer loans, and serves as a financial coach. This position requires adaptability, teamwork, strong product knowledge, and the ability to work flexible schedules while meeting regulatory and legal requirements.
Requirements
- High school diploma or GED.
- At least 1–2 years of job-related experience demonstrating success building member or customer relationships and cross-selling products in a financial institution or retail environment.
- Proven ability to proactively interact with members, identify and uncover needs, and support a strong member or customer service culture.
- Tech-savvy, adaptable, and able to adjust quickly to changing priorities.
- Ability to work flexible schedules.
Nice To Haves
- Prior lending experience.
Responsibilities
- Proactively greet and interact with members, using active listening and open-ended questions to uncover their needs.
- Assess members’ overall financial situations and offer solutions that support their financial success and strengthen their relationships with the credit union.
- Coach and mentor peers, collaborate, and promote teamwork to help achieve Lake Trust goals.
- Maintain expert-level knowledge of products.
- Demonstrate positive 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 provide financial coaching to support members’ financial well-being.
- Perform financial transactions, including opening deposit, specialty, and business accounts.
- Pursue learning and development activities and share knowledge with teammates.
- Ensure compliance with regulatory and legal requirements.
- Perform other duties and responsibilities as required or assigned.
Benefits
- Opportunity to work with an energetic team focused on members’ success.
- Supportive coworkers who have your back.
- Opportunities to make a difference inside and outside the organization.
- Being treated as more than the work you do.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
