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Member Experience Specialist
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AppleOne
Lewisville, TX (In Person)
$55,120 Salary, Full-Time
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Job Description
Member Experience Specialist II -
Banking & Financial Services Sales Location:
Lewisville, TX Pay:
$24.00 - $29.00 per hourSchedule:
Full-Time | Onsite This is an opportunity to combine your financial institution expertise with your consultative sales and upselling skills to make a direct impact on both member satisfaction and branch performance. We are looking for someone who is highly motivated, goal-oriented, and passionate about creating exceptional member experiences while driving meaningful business growth. What You'll Do As a Member Experience Specialist II, you will play a key role in supporting branch success by delivering personalized financial solutions and identifying opportunities to deepen member relationships. This role is heavily focused on consultative selling, cross-selling, and upselling products and services that align with members' financial goals.Key responsibilities include:
- Deliver exceptional service while building strong, long-term member relationships
- Identify opportunities to upsell and cross-sell financial products and services through meaningful conversations
- Meet and exceed branch sales and performance goals
- Open new consumer and business accounts while educating members on available solutions
- Conduct local outreach and business development activities to grow community partnerships
- Support and strengthen relationships with Select Employer Groups (SEGs)
- Lead by example in promoting a high-performance, member-first culture
- Coach and encourage team members through collaboration and effective communication
- Maintain compliance with all credit union policies, procedures, and regulatory requirements
- Utilize the organization's service and sales model to create seamless member experiences What We're Looking For We are seeking candidates with a strong background in both banking/financial services and performance-based sales.
- Minimum 1 year of financial institution experience required
- Minimum 1 year of proven sales, upselling, cross-selling, or performance-based experience required
- Demonstrated success meeting or exceeding sales goals and KPIs
- Strong consultative selling and relationship-building skills
- Ability to confidently recommend and promote financial products and services
- Excellent verbal, written, and phone communication skills
- Strong coaching, mentoring, and interpersonal skills
- Working knowledge of banking and financial products/services
- Proficient in Microsoft Office, internet navigation, 10-key, and typing skills
- Professional demeanor with strong discretion and confidentiality
- Dependable, goal-oriented, and adaptable in a fast-paced environment
- High level of professionalism and ability to handle sensitive information appropriately If you are a banking professional with strong upselling and relationship management experience who enjoys helping members while driving results, we encourage you to apply today.