Rep, Member Service
Listed on 2026-07-15
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Finance & Banking
Banking & Finance, Financial Sales -
Sales
Banking & Finance, Financial Sales
Job Description
Golden Valley, MN, 650 Douglas Drive, Golden Valley, Minnesota, United States of America
This position has a base salary range of $38,400 - $57,600 USD Annual. This range represents the expected base salary range for this position. The actual salary may vary based upon several factors including, but not limited to, relevant skills/experience and time in the role.
SummaryPerform all member service-related functions in a timely and accurate manner. Effectively consult with members and prospective members on credit union products and services, while providing financial well‑being solutions tailored to individual needs.
Role and Responsibilities- Proficiently process consumer loans from application to close, including ancillary product sales.
- Interview members/prospective members to identify, consult and fulfill their present and future financial and lending needs.
- Provide financial coaching and product recommendations aligned with member goals.
- Build and maintain favorable member relationships.
- Assist members with loan servicing and credit guidance.
- Meet or exceed individual sales goals to align with and support branch PMO’s.
- Represent the credit union professionally at branch and external business development events.
- Support daily branch operations and assist in training new staff as needed.
- Conduct all member service transactions including deposits, withdrawals, transfers, payments, and account maintenance.
- Ensure accuracy and timeliness in all financial transactions.
- Maintain accurate member records and documentation.
- Comply with internal policies and external regulations.
- Successfully complete all required registrations or certifications as needed.
- Utilize digital tools to enhance member experience and streamline operations.
- High School Diploma or equivalent.
- Minimum 2 years’ experience in Financial Institution, cash handling, and/or retail sales is preferred.
- Excellent verbal and written communication skills.
- Strong attention to detail and organizational abilities.
- Ability to consistently represent the credit union, in a positive and professional manner at branch and outside business development events.
- Ability to multi-task, and to work well under pressure.
- Team-oriented with the ability to work independently.
- Demonstrate intermediate proficiency in Windows PC applications and BCU systems.
- Willingness to pursue ongoing professional development and financial coaching certifications.
- If work location is in Puerto Rico:
Fully Bilingual (English & Spanish) and has the ability to travel to other island areas if necessary.
We encourage a culture of inclusion, integrity, courage, collaboration, and delivering exceptional member experiences. The credit union is an equal opportunity employer.
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