Member Sales and Service Representative

Bridgeway Credit Union•Phenix City, AL

2d•$16 - $18

About The Position

Bridgeway Credit Union is seeking an enthusiastic, service-focused Member Sales & Service Representative to support members and contribute to a sales-driven branch environment. The representative is a key point of contact for members, providing personalized support, identifying financial needs, and connecting members with relevant credit union products and services. The role combines relationship-building and product recommendations with account assistance, teller transactions, digital-service guidance, and collaboration toward branch goals.

Requirements

High school diploma or GED.
At least 1 year of cash handling experience.
Excellent communication skills.
Strong attention to detail.
Comfort using computers and Microsoft Office tools.
A genuine passion for helping people and delivering high-quality service.

Nice To Haves

Builds genuine connections and identifies opportunities to match members with suitable financial products.
Comfortably uses and promotes digital tools, virtual services, and technology-driven solutions.
Learns new systems quickly and keeps up with evolving credit union technologies.
Enjoys problem-solving and approaches challenges proactively and positively.
Thrives in a structured, goals-driven environment and contributes to individual and branch-wide success.
Brings energy, professionalism, and a member-first mindset to every interaction.

Responsibilities

Treat member interactions as opportunities to understand financial needs and recommend relevant products, including loans, savings accounts, certificates, and promotional offers.
Identify sales leads through daily interactions, referrals, outreach, and account reviews.
Use member data to target and promote relevant financial products.
Participate in marketing initiatives, support branch-wide sales goals, and contribute ideas to improve member engagement and product adoption.
Service existing accounts and build member relationships while identifying relevant cross-selling opportunities.
Assist members with account openings, virtual branch referrals, and product setup.
Process teller transactions, including deposits, transfers, withdrawals, loan payments, and cash advances, accurately and efficiently.
Respond to member questions and concerns in person, by phone or text, and by email.
Guide members through online banking, virtual branch options, digital transactions, paperless processes, and self-service tools.
Collaborate with other departments and support team goals in a sales-driven environment.