Community Banking Advocate | New Accounts & Loans

Paycom

North Haven (CT)

On-site

USD 41,000 - 62,000

Full time

8 days ago
Application generator

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Benefits offered by this job

Competitive compensation
Medical, Dental, Vision coverage
Paid time off
401(k) plan with company match
Tuition reimbursement opportunities
Community outreach opportunities

Job summary

Connex Credit Union in North Haven, CT is seeking a New Account Representative to help drive membership growth by expanding relationships and providing outstanding service. You will promote financial solutions and act as a trusted guide for members seeking to improve their financial well-being.

The role requires 1–3 years of banking or retail experience and an Associate’s Degree or equivalent. You’ll work with a collaborative team that supports growth and community impact in a local credit union

Qualifications

  • Associate’s Degree required or equivalent work experience.
  • 1–3 years retail or banking experience required.
  • Strong customer service and communication skills.

Responsibilities

  • Serve as a financial advocate/coach for members and help improve their financial standing.
  • Drive member loan volume by identifying needs and matching appropriate products.
  • Perform teller duties (cash handling, transactions) as needed.
  • Process member applications from initiation to closing with accuracy.
  • Maintain branch professionalism and security; support branch manager when needed.
  • Foster positive team environment and adhere to credit union policies and procedures.

Skills

Financial guidance
Customer service
Communication
Sales awareness

Education

Associate’s Degree or equivalent

Job description

Connex Credit Union in North Haven, CT is seeking a New Account Representative to help drive membership growth by expanding relationships and providing outstanding service. You will promote financial solutions and act as a trusted guide for members seeking to improve their financial well-being.

The role requires 1–3 years of banking or retail experience and an Associate’s Degree or equivalent. You’ll work with a collaborative team that supports growth and community impact in a local credit union

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