Member Experience Representative Position Available In Gaston, North Carolina

Member Experience Representative Sharonview

FCU – 3.5

Gastonia, NC Job Details Full-time $47,500 – $54,648 a year 20 hours ago Qualifications Microsoft Word Spanish Customer service English Analysis skills Bachelor’s degree Organizational skills 1 year Communication skills Entry level Full Job Description Are you passionate about helping others succeed financially? Sharonview is looking for an enthusiastic and detail-driven Member Experience Representative to join our dynamic team in Gastonia, NC ! In this exciting role, you’ll have the opportunity to make a real impact by providing outstanding service and support to our members. If you’re ready to deliver exceptional service and help our members achieve their financial goals, we want to hear from you! Apply now and be part of something great!

Salary Range:

$47,500 – $54,648

Essential Responsibilities:

Identify and present the most suitable options for members to achieve their financial goals using Sharonview’s deposit products and lending services. Accurately process various member financial transactions, including opening and closing accounts, deposits, withdrawals, and issuing checks, certificates, IRAs, HSAs, and other negotiable instruments. Account Management. Open new membership accounts and guide new members in understanding Sharonview’s offerings. Member Engagement. Actively engage with members in the branch lobby, understand their financial needs, and recommend appropriate products and services that best fit their needs, focusing on deposit growth, new member acquisition, business services, and referrals.

Sales & Growth:

Initiate outbound calls and internal sales conversations to drive growth within the credit union’s sales culture. Calculate and explain deposit rates and APRs/APYs. Education & Experience Bachelor’s degree is preferred. One year of customer service experience is required, focusing on interacting with people and delivering high-quality service. Fluency in English and Spanish preferred Knowledge, Skills & Abilities Proficient with various computer software applications, including MS Word and MS Outlook, with the ability to quickly learn in-house application software. Strong service orientation, continually seeking ways to help members meet their financial needs and solve problems. Loan Rate Knowledge. Understand how to calculate loan rates for various products and clearly explain APRs to members. Excellent analytical and organizational skills, with a keen attention to detail. Outstanding written and verbal communication skills and a friendly and approachable demeanor. Ability to collaborate effectively with others and work independently in a self-motivated environment. Must be able to obtain an NMLS license within the first 45 days in the role. Physical Demands Primarily sedentary work that involves extended periods of sitting/standing, with extensive computer use. Repetitive motions involving the wrists, hands, and fingers. Light physical tasks, including lifting and moving objects up to 20 pounds. Requires consistent verbal communication and active listening. Regular interaction with others through various means, including voice, email, and messaging platforms (e.g., Teams). Occasional movement to complete tasks or transition between worksites. Additional Information 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 @ 800.462.4421 or via email Human Resources at Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.