Member Experience & Solutions Advisor II

Member Experience Specialist II – Banking & Financial Services Sales Location: Lewisville, TX Pay: $24.00 - $29.00 per hour Schedule: Full-Time | Onsite This is an opportunity to combine your financial institution expertise with your consultative sales and upselling skills to make a direct impact on both member satisfaction and branch performance. What You’ll Do As a Member Experience Specialist II, you will play a key role in supporting branch success by delivering personalized financial solutions and identifying opportunities to deepen member relationships. This role is heavily focused on consultative selling, cross-selling, and upselling products and services that align with members’ financial goals. Key responsibilities include: Deliver exceptional service while building strong, long-term member relationships Identify opportunities to upsell and cross-sell financial products and services through meaningful conversations Meet and exceed branch sales and performance goals Open new consumer and business accounts while educating members on available solutions Conduct local outreach and business development activities to grow community partnerships Support and strengthen relationships with Select Employer Groups (SEGs) Lead by example in promoting a high-performance, member-first culture Coach and encourage team members through collaboration and effective communication Maintain compliance with all credit union policies, procedures, and regulatory requirements Utilize the organization’s service and sales model to create seamless member experiences What We’re Looking For We are seeking candidates with a strong background in both banking/financial services and performance-based sales. The ideal candidate is confident in consultative conversations, comfortable recommending additional products and services, and motivated by achieving results. Qualifications Minimum 1 year of financial institution experience required Minimum 1 year of proven sales, upselling, cross-selling, or performance-based experience required Demonstrated success meeting or exceeding sales goals and KPIs Strong consultative selling and relationship-building skills Ability to confidently recommend and promote financial products and services Excellent verbal, written, and phone communication skills Strong coaching, mentoring, and interpersonal skills Working knowledge of banking and financial products/services Proficient in Microsoft Office, internet navigation, 10-key, and typing skills Professional demeanor with strong discretion and confidentiality Dependable, goal-oriented, and adaptable in a fast-paced environment High level of professionalism and ability to handle sensitive information appropriately Why Join Us? Competitive hourly pay: $24.00 - $29.00/hr Opportunity for career growth and advancement Collaborative and supportive team environment Performance-driven culture that recognizes success Meaningful opportunity to impact member Equal Opportunity Employer / Disabled / Protected Veterans The Know Your Rights poster is available here: The pay transparency policy is available here: 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. #J-18808-Ljbffr AppleOne Employment Services