• Member Relationship Agent

    Posted Date 2 weeks ago(6/5/2018 2:08 PM)
    Job ID
    4400 Central Way
    # of Openings
    Member Relationship
    Postal Code
  • Overview

    • Do you spontaneously enjoy helping others?
    • Do you have an upbeat, positive attitude?
    • Are you an effective listener that can comprehend the needs of your customers?
    • Do you have a passion for sales, knowing that you are adding value to customers financial portfolios?


    If you can answer yes to these questions, Idaho Central Credit Union may have an opportunity ideally suited for you as a Member Relationship Agent.


    As a Member Relationship Agent your primary function is to help build relationships and increase products per household to single service members. You are expected to promote and cross-sell additional Credit Union products and services.



    1. Welcome indirect members by making on-boarding calls.
    2. Contact Indirect Lending pre-approved applicants who were approved but not captured 90 days after application to obtain an Enterprise loan with Idaho Central Credit Union.
    3. Inform members of additional products and services that may be of value to them: auto refinance, credit card, or insurance.
    4. Verify our contact information is correct and obtain email addresses
    5. Offer Ez Pay or Auto Pay.
    6. Help market loan and deposit promotions.
    7. Cross-sell all Credit Union products and services when possible.
    8. Strong follow up and member communication.



    Bachelors degree or equivalent experience. Must possess strong interpersonal skills, have the ability to determine member needs and promote Credit Union services, ensure accuracy in all areas of work, possess excellent verbal and written communication skills and have the ability to maintain the confidentiality of Credit Union records.


    Must be willing to comply with the Bank Secrecy Act and USA Patriot Act as implemented by Idaho Central Credit Union. Perform tasks requiring manual dexterity (processing paperwork, filing, stapling, sorting, collating, typing, etc.)  Sit for extended periods of time.  Lift 20-40 pounds of office supplies (copy paper, computer paper, mail, etc).  Repetitive motion using wrists, hands, and fingers.  Reach keyboards.  Ability to operate basic office machines (calculator, computer, telephone, copy machine, fax machine, etc).


    (Keywords: Bank, Banking, Finance, Member Relationship)


    Must be eligible for membership at Idaho Central Credit Union to obtain employment. 



    Idaho Central Credit Union is a dynamic financial institution that is focused on helping our members achieve financial success.  Established in 1940 we have become the largest and fastest growing financial institution in the state of Idaho. ICCU was voted for large companies the Best Place to work in Idaho.  We have also been named by S&P Global Marketing Intelligence as the top performing credit union in the nation.  We are a talent based organization looking for talented individuals to help our members achieve financial success. 


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