Account Executive

Overview

When you join the Members 1st team, you become part of something much bigger than a credit union. You become part of our faM1ly—a tight-knit bunch with big dreams and even bigger values. It is an exciting time for us as we continue to grow, and we hope that you will choose to grow along with us. Wanting the absolute best for our associates means more than just competitive pay. It means fantastic healthcare, paid benefits, opportunities for professional advancement and work-life balance - and best of all, a place where you are accepted and respected for your individuality.

Responsibilities

The primary role of the Account Executive is to support Relationship Managers by facilitating relationship onboarding, development, and retention within a designated region. This position serves as a key partner to the Relationship Management team, helping identify, cultivate, and expand opportunities within assigned client and member portfolios to drive growth, engagement, and long-term value for the credit union.

Through proactive phone and email outreach, on-site meetings, and participation in local events, the Account Executive builds strong relationships and ensures members are informed of relevant financial products and services. Using a consultative approach, the Account Executive assesses member needs, connects them with appropriate solutions, and acts as the primary point of contact when needed to advance relationships and support revenue growth. Additionally, the Account Executive provides feedback to management to support ongoing improvements in process and product efficiency and participates in various projects and initiatives within the department. The Account Executive also provides valuable feedback to management to support ongoing improvements in process and product efficiency and actively participates in a wide variety of projects.

Key Responsibilities Include But Are Not Limited To

• Partner closely with Relationship Managers to support onboarding, portfolio development, and retention of business and consumer members
• Proactively identify opportunities within assigned portfolios through data analysis, relationship insights, and regular member engagement
• Conduct outbound calls, emails, on-site visits, and follow-up activities to deepen member relationships and uncover financial needs
• Apply a consultative approach to understand short- and long-term member goals and connect members to appropriate credit union products and services
• Serve as a trusted extension of the Relationship Management team, stepping in as a primary contact when appropriate
• Participate in networking opportunities, local events, and community engagement activities to strengthen the credit union’s visibility and relationships
• Promote credit union products and services to individuals and businesses while operating with limited budgetary authority and supervision
• Monitor portfolio activity, track outcomes, and provide meaningful insights and feedback to Relationship Managers and leadership
• Share observations and recommendations with management to support continuous improvement in processes, tools, and product efficiency

Skills

• Strong relationship-building and communication skills
• Ability to think creatively and solve problems to meet member needs
• Confidence using data and insights to identify opportunities and guide conversations
• High level of organization, accountability, and follow-through
• Comfort working independently while remaining closely aligned with Relationship Managers and leadership
• Commitment to community involvement and representing the credit union professionally in the market

COMPETENCIES

• Accountability and self-management
• Communication
• Effective knowledge
• Innovation and problem-solving
• Teamwork and leadership

WORKING CONDITIONS/PHYSICAL DEMANDS

• Ability to communicate effectively in English, both orally and in writing
• Visually able to perform activities such as preparing and analyzing data and figures, viewing a computer terminal, and extensive reading
• Ability to sit for extended time periods
• Sufficient manual skill for operation of PC keyboard and other standard office equipment
• Ability to travel, including occasional overnight travel
• Ability to exert minimum amounts of force occasionally to lift, carry, push, pull or move objects

Qualifications

0-1 years of related experience

Does this position require a valid Drivers License?

No

Education Level

General and business knowledge equivalent to a bachelor's degree

Certifications

None

About Us

At Members 1st, we look for individuals who will show up as their whole self because we value diversity, inclusion, and belonging, as well as people who believe in the philosophy of, WE>me. To be sure you align with our company mission, vision, values and culture reference the information below.

Company Culture is at Our Core

If there is one concept, we want you to understand about us, it is this. WE. It is a simple little word but means everything here. We think as one. One faM1ly. One community. One place where everyone belongings. Everything we do is in the best interest of all of us.

What WE Believe

Our Missions: WE serve our members, associates, and communities through support, empowerment, and meaningful relationships.

Our Vision: WE are growing our faM1ly by delivering everything they need to live well financially, through all life’s moments and milestones.

Our Values: WE deliver unparalleled experiences through a culture of WE. WE > me. WE are servant leaders- at work and in the communities we serve. WE are financially safe and sound stewards of members dollars. WE are faM1ly.

Join a company that grows with you - personally and professionally

Equal Opportunity Employer

Members 1st provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Compensation Overview

We are excited to offer a competitive salary for this position. This figure serves as the entry point in our salary range, and there is potential for the actual salary to be higher based on a variety of factors, such as your experience, skills, education, and location. We believe in recognizing and rewarding talent, so our compensation packages are thoughtfully designed to reflect the unique qualifications and contributions of each candidate.

The Minimum Salary For This Position Is

$52,000+/yr

Certifications

None