A Membership Sales Representative recruits and sells new memberships for organizations that rely on membership fees as a primary source of income, including industry and trade associations, service organizations, non-profit organizations and private clubs. May work within a specific territory for recruiting memberships.
A Member Experience Advisor (MEA) is highly motivated, outgoing, ambitious, and a team player passionate about helping members improve their financial well-being. A MEA is a member-facing employee who educates, coaches, and supports members while meeting all sales, services, and operational expectations. As the credit union's face, this vital role is responsible for consistently delivering high-caliber service to members and employees. A MEA will spend the day interacting with members face-to-face and over the phone through a blend of routine and complex transactions, delivering high impact member experiences and demonstrating the Credit Union's Purpose, and Values. A MEA has proactive member conversations to educate on products and services, new membership accounts, and consumer loans.
Essential Functions & Responsibilities:
Proactively engage and educate current and prospective members. Resolve issues, develop and maintain member loyalty, and solicit member feedback to improve credit union performance. Interact, listen, and engage members to establish, expand, and retain consumer and business member relationships. Supports credit union initiatives and enhance the member's overall reputation. Develop member financial solutions, and apply need-based sales techniques, achieve performance goals. Partner with team and credit union leadership to identify and resolve the root-cause of problems, form creative solutions, and expand credit union opportunities. Deliver strong sales performance while practicing ethical sales behaviors following Credit Union's core values of Integrity and Honesty; always act in the member's best interest when offering additional products and services. Strictly adhere to all regulatory requirements, maintain accuracy, and apply organizational policies and procedures in all activities. Performs other duties as assigned.
Knowledge and Skills:
Experience:
One year to three years of similar or related experience.
Education:
A high school education or GED.
Interpersonal Skills:
Work involves extensive personal contact with others and is of a personal or sensitive nature. Motivating, influencing, and/or training others is key at this level. Outside contacts become important and fostering sound relationships with other entities (companies and/or individuals) becomes necessary and often requires the ability to influence and/or sell ideas or services to others.
Other Skills:
Working knowledge of established teller procedures and policies. Understanding of Credit Union operations. Communicates information and ideas in speaking so others will understand. General office equipment such as calculators, computers, photocopiers, and scanners.
