Rep, Member Service
Listed on 2026-07-16
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Finance & Banking
Financial Sales -
Sales
Financial Sales
Gurnee, IL, 6411 Grand Avenue, Gurnee, Illinois, United States of America
Posted Tuesday, June 23, 2026 at 5:00 AM
Job OverviewThis position has a base salary range of $38,400 to $57,600 USD Annual. The actual salary may vary based on relevant skills/experience and time in the role.
Perform 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- Process consumer loans from application to close, including ancillary product sales.
- Interview members or 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 PMOs.
- 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 a 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 work well under pressure.
- Team-oriented with the ability to work independently.
- Inclusion – All individuals are treated fairly and respectfully, with equal access to opportunities and resources.
- Integrity – We follow the golden rule without exception.
- Courage – We drive innovation, reaching beyond boundaries and thoughtfully exploring new horizons.
- Collaboration – We work as one, sharing information and seeking solutions, delivering exceptional outcomes.
- WOW – We focus intensely on putting the member first, delivering extraordinary experiences that create lasting relationships.
We value relationships and referrals and are committed to creating the best work environment possible. From our casual dress code to flexible work arrangements, we’ve created a unique and inclusive culture that supports a healthy work/life balance.
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