Member Experience Representative

Salary Range: $49,385 - $55,195

**Onsite**

Sharonview is looking for an energetic and compassionate Member Experience Representative to help meet the financial needs of members while delivering superior member service through a consultative sales approach at our Gaston location.

Essential Responsibilities:

• Determine and present the member with the best options for meeting their financial goals through our lending products, deposit products and other products and services.
• Educate members on Sharonview’s technology solutions and the various channels to conduct business with Sharonview.
• Open new membership accounts and educate new members on Sharonview’s products and services.
• Perform all branch lending functions including the application process, gathering of loan documentation, closing the loan and complete filing and follow-up.
• Performs lobby engagement activities to connect with members and position credit union products and solutions to fit their need.
• Drives internal and outbound sales conversations including outbound calling to proactively drive growth within the credit union sales culture.

Education & Experience

• Bachelor’s Degree (BA or BS) from an accredited four-year college or university and two or more years of related experience; or an equivalent combination of education and work experience.

Knowledge, Skills & Abilities

• Must have an excellent member service orientation - actively looking for ways to help people solve problems or meet financial objectives.
• Maintain a current knowledge of all deposit products plus consumer and real estate lending products. Know complete list of features and benefits of each of these products.
• Maintain a current knowledge of all products and services, changes in federal regulations and internal policies and procedures specifically related to their job.
• Maintain confidentiality and safeguard all member information.
• Possess the ability to perform active listening skills: give full attention during communication, taking time to understand, asking questions for clarification.
• Demonstrate complex problem-solving skills - identify complex problems and review related information to develop and evaluate options and implement solutions. Requires creativity, resourcefulness, strong decision-making and quick-thinking skills and abilities.

Physical Demands

• Sedentary work that primarily involves sitting/standing, verbal communications, and the use of computer and/or phone for prolonged periods.
• Light work that includes moving objects up to 20 pounds.
• Communicating with others to exchange information via voice, email, teams etc.
• Must have ability to report on-site on a daily basis.

The above statements are intended to describe the general nature and level of work being performed by individuals assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required of the position. All employees may have other duties assigned at any time.

Sharonview complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, please contact Employee Services employeeservices@sharonview.org