Branch Banking: Financial Services Consultant

Affinity Federal Credit Union; Bardonia (NY); On-site; USD 57,000 - 60,000; Full time

Benefits offered by this job

Competitive pay and target incentive

Full medical, dental, prescription, and vision coverage

Comprehensive wellness program

401(k) plan with company match

Paid time off for volunteering

Educational/developmental opportunities

Job summary

Affinity Federal Credit Union is seeking an experienced Financial Services Consultant for the Bardonia, NY branch. Candidates should have 3-5 years of banking experience, CRM proficiency, and excellent communication skills. The role focuses on delivering an exceptional member experience by understanding needs, resolving issues, and promoting financial success. Benefits include competitive pay, full medical coverage, a 401(k) plan, and generous paid time off.

Qualifications

• 3-5 years of banking experience in a platform role.
• Prior CRM experience, preferably Salesforce.
• Excellent communication and interpersonal skills.
• Previous sales experience is essential.
• Technology proficiency and ability to adapt to changing environments.

Responsibilities

• Deliver an exceptional member experience and help members succeed financially.
• Engage members to understand their needs and align products to those needs.
• Open new accounts and resolve complex member issues.
• Follow up with members to ensure satisfaction.
• Stay technologically savvy regarding self-service options.

Skills

Banking experience

CRM experience

Communication skills

Sales experience

Technology proficiency

Tools

Salesforce

Job description

Affinity Federal Credit Union is seeking an experienced Financial Services Consultant for the Bardonia, NY branch. Candidates should have 3-5 years of banking experience, CRM proficiency, and excellent communication skills. The role focuses on delivering an exceptional member experience by understanding needs, resolving issues, and promoting financial success. Benefits include competitive pay, full medical coverage, a 401(k) plan, and generous paid time off.