Loyalty Representative

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Full Time Jackson, TN, US

3 days ago Requisition

Thank you for taking the time to review our Loyalty Representative position. At Leaders Credit Union, our mission is to “Power your passion and make lives better.” We are very intentional about the hiring and interview process, which means we take our time. We want to make sure that you find the perfect career path! We truly appreciate your interest in Leaders Credit Union.

Who is Leaders Credit Union?We are a member‑owned financial cooperative. This means that we exist to serve the needs of the consumers who own accounts at Leaders Credit Union. They are owners, and their financial well‑being is at the heart of every decision we make. We are one of the largest credit unions in West Tennessee, and one of the most stable.

Our purpose is simple: to provide a sound, convenient alternative to traditional banking.

What are our core values? As a team member of Leaders Credit Union, you would be asked to adhere to a specific set of core values. These values should govern all decisions that are made when serving our members’ needs. These values are:

• Member Focused
• Team Oriented
• Community Minded
• Forward Thinking

Why Leaders? Leaders Credit Union has been ranked one of the Best Credit Unions to Work for four years in a row. So, what makes Leaders such a great place to work?

• Great benefits! We offer healthcare, vacation time, sick time, 401k options, and a profit‑sharing plan (just to name a few!) Our Human Resources team is always looking to ensure that our benefit packages are competitive.
• Work with a mission! Our mission statement isn’t just something written on a billboard, we truly look to “power your passion and make lives better.” That mission is lived out by member‑facing personnel as well as our back‑office employees.
• Extensive training! We go to great lengths to make sure you know your job responsibilities and are comfortable through a very thorough training process. But our training goes beyond that. We offer monthly classes on everything from mortgage products to conflict resolution. We give you the tools you need to succeed.
• Room for growth! At Leaders, you are only limited by your own ambition. Being part of a quickly growing financial institution leaves room for personal growth, and we do our best to promote from within whenever possible.

A Loyalty Representative's responsibilities include, but are not limited to:

• Engages with members and seeks to understand their financial needs while actively sharing options using plain language, building rapport, and handling objections. Refers ancillary products that would benefit each member.
• Administers our onboarding program to welcome and establish relationships with new credit union members. Pulls daily reports of new members and reaches out using various channels including but not limited to calls, texts, and emails.
• This position has aggressive goals and targets. Must be able to manage time effectively and process applications efficiently in order to meet goals.
• Provides prompt, accurate, courteous, and professional service at all times.
• Identify cross‑sell opportunities for all credit union products that can best fit the member’s needs.
• Accurately maintain member account information.

Our hours for this position are 8:00 am to 5:00 pm Monday through Friday. We are also open on Saturdays from 9:00 am to 1:00 pm. Saturdays are covered on a rotating basis. Sometimes giving top‑notch member service may require a little overtime, but we value work‑life‑balance and do our best to limit this.
* This is not a remote position.

For this role, we are looking for someone who:

• Has 3 to 5 years of sales or banking experience
• A two‑year college degree or applicable specialized training
• Proficiency in Microsoft Suite of Products (Excel, Outlook, Word, etc.)
• Must maintain a professional, courteous, and friendly atmosphere for members and…