Member Experience Representative

Sharonview Federal Credit Union•Tar Heel, NC

11d•Onsite

About The Position

Sharonview Federal Credit Union is seeking a Member Experience Representative to join their team in Bladen, NC (Tar Heel). This member-facing role involves providing outstanding service, support, and communication to help members reach their financial goals. Responsibilities include opening new accounts, processing consumer loan applications, and performing various account transactions using technology, all while building meaningful relationships and serving as a trusted advisor. This role offers the chance to grow in financial services with a supportive, mission-driven organization, with opportunities for additional compensation through sales incentives and performance recognition.

Requirements

One year of customer service experience is required, focusing on interacting with people and delivering high-quality service.
Proficient with various computer software applications, including MS Word and MS Outlook, with the ability to quickly learn in-house application software.
Possess the ability to read, write, and speak in both English and Spanish proficiently to effectively communicate with members.
Strong service orientation, continually seeking ways to help members meet their financial needs and solve problems.
Understand how to calculate loan rates for various products and clearly explain APRs to members.
Excellent analytical and organizational skills, with a keen attention to detail.
Outstanding written and verbal communication skills and a friendly and approachable demeanor.
Ability to collaborate effectively with others and work independently in a self-motivated environment.
Must be able to obtain an NMLS license within the first 45 days in the role.

Nice To Haves

A bachelor’s degree is preferred.
Bilingual (English/Spanish) skills are preferred but not required.
Experience in financial services, retail, or customer service is a plus.

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.