Member Experience Representative

Alabama Credit Union • Orange Beach, AL

5d • Onsite

About The Position

The Member Experience Representative serves members at Alabama Credit Union’s Orange Beach Branch in Orange Beach, Alabama. This frontline role welcomes and onboards members by opening accounts and creating relationship-building experiences. The representative assists with loan requests and financial transactions involving cash and other negotiable instruments, while identifying opportunities for members to use additional credit union products and services.

The role includes accurately and efficiently opening accounts and helping members with routine transactions such as deposits, withdrawals, credit card payments, balance transfers, and debit card and check orders. Representatives also explain products and services to help meet members’ financial needs. Success requires comfort discussing credit union offerings with members, working in a fast-paced environment with multiple priorities, and maintaining attention to detail. The position offers an opportunity to provide service, develop sales skills, and support people in the workplace and community.

Requirements

• High school diploma or equivalent.
• Customer service skills.
• Cash-handling 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 change focus efficiently in a fast-paced environment with multiple priorities.
• Attention to detail.
• Desire to help others in the community.
• Interpersonal skills for relationship-building, soliciting cooperation, and first-level conflict resolution; discussions require confidentiality, discretion, diplomacy, and tact.
• Ability to sit, stand, walk, see, hear, reach, and use gross and fine motor coordination for standard office machines and paper-related tasks; occasionally lift and carry incidental items such as supplies.

Nice To Haves

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

Responsibilities

• Open new accounts and onboard members.
• Assist members with loan requests.
• Conduct financial transactions, including deposits and withdrawals, and handle cash and other negotiable instruments.
• Post credit card payments and balance transfers.
• Receive debit card and check orders.
• Provide information about products and services and describe and sell offerings that meet members’ financial needs.
• Follow account-opening procedures accurately and efficiently.
• Build relationships with members and provide first-level conflict resolution.

What This Job Offers

• Job Type: Full-time
• Education Level: High school or GED