Job Description

Job Description

Job Description

At Ashland Credit Union (ACU), we look for people who are ready to Own Their Journey! Whether you are just beginning your career or looking to achieve more along your professional journey, ACU is a great place to get you on the path that best serves you and our members. If you have a passion to serve, a desire to work in a fast-paced environment and are willing to bring enthusiasm to work with you each day, then you may just find that ACU is the right fit for you.

Do you have a desire to reach higher and empower those around you? Then your journey brought you to the right place and we would like to meet you.

Life is a journey…Own it!

About Us:

Ashland Credit Union is a non-profit and member-owned credit union that has been providing exceptional service to members for over 80 years. Continued growth and adaptability are what has allowed ACU to always be a trustworthy answer for staff and members along whatever journey in life they are on. At Ashland Credit Union, we embolden our members to achieve their financial goals. Along life's journey, it is our mission that staff, members, and the community we serve can count on ACU for guidance as they strive to achieve more in life.

Position Summary:

The Member Relationship Growth Specialist is responsible for re-engaging dormant or inactive members through proactive outreach and personalized financial solutions. This role focuses on driving organic sales growth, deepening member relationships, and aligning with ACU’s mission to empower members to reach higher, achieve more, and take control of their financial future.

Job Responsibilities:

• Conduct outbound sales calls to members with dormant, inactive, or never-onboarded accounts to re-establish and grow member relationships through personalized outreach via phone, text messaging, and video banking.
• By utilizing a full financial wellness conversation, cross-sell a full suite of financial products including:
  • Checking and savings accounts and other deposit products
  • Mortgages and HELOCs
  • Consumer loans and Visa credit cards
  • Other ancillary services offered by ACU
• Provide support for service-related questions and resolve member issues with professionalism and care.
• Manage a personal book of business and maintain consistent engagement to foster long-term relationships.
• Meet or exceed defined sales goals and performance metrics in a proactive, results-driven environment.
• Demonstrate operational integrity by ensuring processes are completed accurately while maintaining accurate records of member interactions and sales activities.
• Collaborate with internal teams to ensure seamless member experiences and follow-through.
• Uphold and promote ACU’s mission and values in every member interaction.

Education & Experience Requirements:

• Proven experience in outbound sales, financial services, or relationship management.
• Familiarity with banking products and services is preferred.

Required Skills & Abilities:

• Strong communication and interpersonal skills with a member-first mindset.
• Ability to work independently and manage time effectively in a goal-oriented environment.
• Comfortable using digital communication tools including video banking platforms.
• High level of integrity, professionalism, and commitment to member success.
• Ability to work Monday thru Thursday 8am to 5pm EST, Friday 8am to 6pm, and occasional Saturdays 9am to 1pm

Ashland Credit Union is committed to building a team that represents a variety of backgrounds, perspectives, and skills. We are committed to diversity and inclusion in the workplace and do not discriminate on the basis of race, sex, age, handicap, religion, natural origin or any other basis of protected class or where prohibited by law.

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