Registered Member Experience Representative
More Than A Job!
Why do you work each day? To us, our jobs are not just something we do to make a living, it's a way to live. We work to support our members; whether celebrating moments of joy, finding a solution to an obstacle, or offering encouragement through a time of struggle. The worth of our work isn't measured in dollars and cents, it's seen in our communities and felt by the people who believe in us.
Benefits Include
• Financial wellbeing services
• 401(K) matching with up to 5% match
• Reduced health insurance
• Employee wellbeing services
• DE&I initiatives
• Work-life integration
What You'll Do
The Registered Member Experience Representative is a critical member experience role responsible for delivering a collaborative member experience and generating revenue for LTCU through interviewing members, analyzing their needs and recommending and selling appropriate credit union, investment and/or insurance products and services. Maintains required license and education/training to become proficient in all aspects of Registered Representative position. Work and foster a positive, team-oriented environment within CU, developing productive working relationships cross-departmentally. Assist Financial Advisors in the areas of customer service, referrals, problem resolution, marketing and staff training, to increase member satisfaction and the productivity and efficiency of the Financial Life Planning Program. Schedule initial and follow-up reviews/appointments with members within a branch or call center environment.
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