Member Experience Representative

Alabama Credit Union•Fairhope, AL
•Onsite

About The Position

The Member Experience Representative is a frontline role serving members at the Fairhope Branch in Fairhope, Alabama. The position onboards members by opening new accounts and building relationships, assists with loan requests and financial transactions involving cash and negotiable instruments, and helps members make use of Alabama Credit Union’s products and services. The role provides accurate, efficient assistance with deposits, withdrawals, credit card payments, balance transfers, debit card and check orders, and other basic financial transactions. Representatives also explain products and services to help meet members’ financial needs. The work calls for strong attention to detail, comfort discussing and selling products to members, and the ability to manage multiple priorities in a fast-paced environment. Alabama Credit Union describes its workplace as offering learning and advancement opportunities, community support activities, and opportunities for employees to provide input on company initiatives.

Requirements

  • High school diploma or equivalent.
  • Customer service skills.
  • Cash-handling experience or ability.
  • Good computer skills, including the ability to use Microsoft Office products and web-based applications.
  • Ability to follow lengthy account-opening procedures.
  • Ability to describe and sell products and services to members.
  • Ability to shift focus efficiently in a fast-paced environment.
  • Desire to help others in the community.
  • Strong attention to detail.
  • Interpersonal skills for relationship-building, first-level conflict resolution, and soliciting cooperation; discussions require confidentiality, discretion, diplomacy, and tact.

Nice To Haves

  • One to three years of similar or related experience.
  • Bilingual Spanish skills.

Responsibilities

  • Open new accounts and onboard members while building relationships.
  • Assist members with loan requests.
  • Conduct financial transactions, including giving and receiving cash and other negotiable instruments.
  • Process deposits, withdrawals, credit card payments, balance transfers, and debit card and check orders accurately and efficiently.
  • Provide members with information about products and services and help them identify offerings suited to their financial needs.
  • Follow detailed procedures for account opening.
  • Provide service to members and help others in the workplace and community.
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