Branch Sales & Member Experience Specialist

Orion Financial; Memphis (TN); On-site; USD 28,000 - 36,000; Full time

Job summary

Orion Financial in Memphis, TN seeks an energetic member services professional to assist members with financial needs and to support branch sales goals. You will greet members, interview loan applicants, and promote CU services while handling teller transactions and supporting marketing campaigns.

The role offers cross-training toward an Assistant Branch Manager track, with emphasis on service quality, accuracy, and sales growth across branches as needed.

Qualifications

• Three years experience in financial institution/lending and/or sales environment.
• Knowledge of Credit Union policies and procedures.
• Thorough knowledge of Credit Union products and services.
• High school graduate or equivalent; some college preferred.

Responsibilities

• Greet and welcome members with courteous, professional service and accurate transactions.
• Interview loan and new member applicants to collect loan information and uncover needs.
• Assist with branch marketing campaigns and sales promotions to increase sales volume.
• Seek opportunities to service members’ financial needs during interactions.
• Upsell CU products during account openings and loan applications.
• Assist management with tracking teller referrals for sales accuracy.
• Promote CU services such as IRAs, CDs, credit cards, and safe deposit boxes.
• Cross-train in the Assistant Branch Manager role.
• Assist in teller area with deposits, withdrawals, transfers, money orders, cashier’s checks and loan payments.
• All other duties as assigned.

Skills

Strong communication

Organization

Computer applications

Attention to detail

Multitask and meet deadlines

Education

High school diploma or equivalent

Job description

Orion Financial in Memphis, TN seeks an energetic member services professional to assist members with financial needs and to support branch sales goals. You will greet members, interview loan applicants, and promote CU services while handling teller transactions and supporting marketing campaigns.

The role offers cross-training toward an Assistant Branch Manager track, with emphasis on service quality, accuracy, and sales growth across branches as needed.