Consultative Member Solutions Advisor

Sunmark Federal Credit Union Inc.; Latham (NY); Hybrid; USD 33,000 - 36,000; Full time

Job summary

Sunmark Federal Credit Union Inc. in Latham, NY is seeking a member-focused, inbound sales specialist to help members find financial solutions.

You will identify needs, recommend consumer loan options, open deposit accounts, and educate on digital tools, with a goal of building lasting member relationships. Starting pay is $24.25-26.25/hour, and the role offers a hybrid schedule after training, up to two days per week.

Qualifications

• Minimum of 3 years experience in financial services, lending, relationship management, or consultative sales.
• Strong knowledge of consumer lending products, including auto and personal loans.
• Relationship-driven, member-first approach with the ability to uncover needs and tailor solutions.
• Excellent communication, virtual presentation, and digital service skills.
• Confidence managing complex conversations, multiple priorities, and performance goals.

Responsibilities

• Grow member relationships through consultative, needs-based conversations and referrals to wealth management, insurance, business services, and commercial lending.
• Champion digital engagement by promoting digital banking tools, self-service options, and a polished, consistent virtual experience.
• Collaborate across teams with branches, lending, marketing, business services, and digital partners to deliver seamless member support.
• Maintain strong standards by following policies, procedures, regulatory requirements, and accurate documentation practices.

Skills

Sales

Customer service

Communication

Relationship building

Job description

Sunmark Federal Credit Union Inc. in Latham, NY is seeking a member-focused, inbound sales specialist to help members find financial solutions.

You will identify needs, recommend consumer loan options, open deposit accounts, and educate on digital tools, with a goal of building lasting member relationships. Starting pay is $24.25-26.25/hour, and the role offers a hybrid schedule after training, up to two days per week.