Position Summary


Reports To: VP of Sales

An Account Specialist is responsible for exceptional service through interactions with members by resolving problems, enhancing the member relationship, and answering questions covering the entire spectrum of Simplicity Credit Union’s products and services. This position is part of our Sales team and always projects a positive and friendly image for the credit union through interactions with members and co-workers. 

This is a full-time position working with members face to face at our Hoover Branch in Stevens Point. This position will work M-F during business hours.

Essential Functions

  • Issuing new accounts for existing members and adding joint members with the additional competencies of HSAs, IRAs, trusts, death accounts, member complaints, assisting with lending servicing inquiries, closing loans and online loan applications (when necessary). 
  • Primary responsibilities are onboarding new members and increasing Simplicity’s relationship with members by offering additional products and services. 
  • Reviewing member credit reports to recognize lending opportunities to best fit the member’s needs.
  • Conducting follow up contact with members via phone, email, or text based on the member’s preferred communication method.
  • Process credit card and flex line applications.
  • Outbound sales calls as assigned.
  • Seeks out opportunities to enhance the members’ experience by recognizing and presenting additional loan opportunities or offering products and services that would improve the members’ financial lives.  
  • Reinforce continuous collaboration and respectful communication between all departments by promoting strong, positive, and productive working relationships through the commitment to the company’s core values, vision and mission statements. 


  • High school education or GED and one to three years of similar or related experience.
  • Sales experience, preferred.
  • Excellent decision-making skills. 
  • Excellent communication skills. 
  • A high degree of mental concentration to interpret and act upon a wide range of situations, even under pressure.
  • Exceptional analytical skills with a strong attention to detail, ability to plan, prioritize and organize work effectively and efficiently. 
  • Must be friendly and able to represent the Credit Union in a professional and positive manner. 


  • Believes in own capabilities and knowledge to affect positive outcomes and even succeed where others may not and demonstrates that attitude in performing day-to-day activities. 
  • Self-motivated by the desire to accomplish goals and have exceptional performance; very open to receiving constructive feedback.
  • Understands that change is necessary to evolve as a person and an organization, and reflects that in the context of daily work, handling change without becoming disengaged.
  • Displays an on-going commitment to learning and self-improvement in areas that are job and/or organization relevant.