Digital Member Experience Sales

Digital Member Experience Specialist

Location: Lewisville, TX

Schedule: Full-Time, Onsite

Pay Range: $21.65 - $27.00 per hour

About the Opportunity

We are seeking a customer-focused and sales-driven Digital Member Experience Specialist to join our team in Lewisville, TX. This role is ideal for professionals with experience in both financial services and sales who enjoy helping customers achieve their financial goals through digital channels.

In this position, you will build and strengthen member relationships through email, live chat, video chat, social media, secure messaging, and phone interactions. You will assist members with account maintenance, transactions, new account openings, loan applications, and financial solutions while identifying opportunities to recommend products and services that meet their needs.

Key Responsibilities

• Deliver exceptional service through digital channels including email, live chat, video chat, secure messaging, and social media.

• Process member transactions accurately and efficiently.

• Open new accounts and assist members with account maintenance requests.

• Accept and process consumer loan applications.

• Identify opportunities to cross-sell financial products and services.

• Generate new memberships, deposits, and lending opportunities.

• Meet or exceed individual and team sales and service goals.

• Maintain knowledge of financial products, services, policies, and procedures.

• Provide backup support to the call center by handling inbound member calls.

• Ensure compliance with all company policies, procedures, and regulatory requirements.

• Participate in community and local business development events as needed.

Required Qualifications

• Minimum experience working in a sales-focused role with proven success meeting goals and objectives.

• Previous experience within the financial services industry (credit union, bank, mortgage, lending, financial institution, or related environment).

• Strong customer service and relationship-building skills.

• Excellent verbal and written communication abilities.

• Proficiency with Microsoft Windows, Word, Excel, and internet-based applications.

• Strong typing and 10-key skills.

• Comfortable using digital communication platforms including live chat, video conferencing, chatbots, and social media.

• Ability to analyze member needs and recommend appropriate financial solutions.

• Strong attention to detail and organizational skills.

• Ability to work effectively in a fast-paced, team-oriented call center environment.

Preferred Skills

• Experience opening accounts and processing loan applications.

• Knowledge of consumer banking, credit union, or lending products.

• Experience working toward sales, referral, or production goals.

Why Join Us?

• Competitive hourly pay: $21.65 - $27.00 per hour

• Stable, full-time opportunity

• Professional growth within the financial services industry

• Collaborative and member-focused culture

• Opportunity to make a meaningful impact on members' financial well-being

Apply today if you have a background in financial services and sales and are passionate about delivering outstanding member experiences through digital channels.

Equal Opportunity Employer / Disabled / Protected Veterans

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For temporary assignments lasting 13 weeks or longer, AppleOne is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.

We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.

AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.

We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.

Additional Skills

Digital Member Experience Specialist

Location: Lewisville, TX

Schedule: Full-Time, Onsite

Pay Range: $21.65 - $27.00 per hour

About the Opportunity

We are seeking a customer-focused and sales-driven Digital Member Experience Specialist to join our team in Lewisville, TX. This role is ideal for professionals with experience in both financial services and sales who enjoy helping customers achieve their financial goals through digital channels.

In this position, you will build and strengthen member relationships through email, live chat, video chat, social media, secure messaging, and phone interactions. You will assist members with account maintenance, transactions, new account openings, loan applications, and financial solutions while identifying opportunities to recommend products and services that meet their needs.

Key Responsibilities

• Deliver exceptional service through digital channels including email, live chat, video chat, secure messaging, and social media.

• Process member transactions accurately and efficiently.

• Open new accounts and assist members with account maintenance requests.

• Accept and process consumer loan applications.

• Identify opportunities to cross-sell financial products and services.

• Generate new memberships, deposits, and lending opportunities.

• Meet or exceed individual and team sales and service goals.

• Maintain knowledge of financial products, services, policies, and procedures.

• Provide backup support to the call center by handling inbound member calls.

• Ensure compliance with all company policies, procedures, and regulatory requirements.

• Participate in community and local business development events as needed.

Required Qualifications

• Minimum experience working in a sales-focused role with proven success meeting goals and objectives.

• Previous experience within the financial services industry (credit union, bank, mortgage, lending, financial institution, or related environment).

• Strong customer service and relationship-building skills.

• Excellent verbal and written communication abilities.

• Proficiency with Microsoft Windows, Word, Excel, and internet-based applications.

• Strong typing and 10-key skills.

• Comfortable using digital communication platforms including live chat, video conferencing, chatbots, and social media.

• Ability to analyze member needs and recommend appropriate financial solutions.

• Strong attention to detail and organizational skills.

• Ability to work effectively in a fast-paced, team-oriented call center environment.

Preferred Skills

• Experience opening accounts and processing loan applications.

• Knowledge of consumer banking, credit union, or lending products.

• Experience working toward sales, referral, or production goals.

Why Join Us?

• Competitive hourly pay: $21.65 - $27.00 per hour

• Stable, full-time opportunity

• Professional growth within the financial services industry

• Collaborative and member-focused culture

• Opportunity to make a meaningful impact on members' financial well-being

Apply today if you have a background in financial services and sales and are passionate about delivering outstanding member experiences through digital channels.