Financial Services Consultant — Banking & Relationships

Affinity Federal Credit Union; Basking Ridge (NJ); Presencial; USD 57.000 - 60.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Competitive pay

Full medical/dental coverage

401(k) plan with company match

Paid time off

Discounts on products and services

Descripción de la vacante

A financial institution in Basking Ridge, NJ, is seeking a Financial Services Consultant to provide exceptional member service, open accounts, and assist with digital solutions. The successful candidate will possess 3-5 years of banking experience and previous sales experience. This role offers a starting salary of $57k-$60k and includes benefits like medical coverage and a 401(k) plan. A commitment to community and inclusiveness is also essential.

Formación

• 3 - 5 years banking experience in a platform role is required.
• Prior CRM experience, preferably Salesforce, is desired.
• Successful candidate must possess excellent communication and interpersonal skills.
• Previous sales experience is essential.

Responsabilidades

• Deliver exceptional member experience by engaging members in conversation.
• Open new accounts and enroll members in digital solutions during consultations.
• Process applications and resolve complex member issues.

Conocimientos

Excellent communication skills

Interpersonal skills

Sales experience

Technologically savvy

Herramientas

Salesforce

Descripción del empleo

A financial institution in Basking Ridge, NJ, is seeking a Financial Services Consultant to provide exceptional member service, open accounts, and assist with digital solutions. The successful candidate will possess 3-5 years of banking experience and previous sales experience. This role offers a starting salary of $57k-$60k and includes benefits like medical coverage and a 401(k) plan. A commitment to community and inclusiveness is also essential.