Inbound Member Sales Specialist

Sunmark Federal Credit Union Inc.; Latham (NY); Hybrid; USD 36,000 - 39,000; Full time

Benefits offered by this job

Hybrid work option

Competitive pay

Job summary

Sunmark Credit Union is seeking a results-driven team member to handle inbound, needs-based sales—helping members identify financial solutions, open deposits, and assist with loan requests. You’ll educate members on suitable options, grow relationships, and promote digital banking tools.

The role emphasizes consultative selling, member-first service, and collaboration across departments. After training, a hybrid schedule is available, with hours aligned to member needs.

Qualifications

• At least 3 years of 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 ability to uncover needs and tailor solutions.

Responsibilities

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

Skills

Relationship management

Consultative sales

Customer service

Communication skills

Job description

Latham (Headquarters)
1187 Troy Schenectady Road
NY01
Latham, NY 12110, USA

Description

People Helping People, that is what Sunmark Credit Union is all about!

Why join the Sunmark Squad? Sunmark is a local credit union with 89 years of history helping members build brighter financial futures. Our "Good Vibes" culture is built on meaningful relationships, community impact, and teamwork.

Starting pay is $26-28/hour, based on experience.

Business hours: Monday-Wednesday, 8-5pm; Thursday-Friday, 8-6pm; and Saturday, 9-1pm. Saturdays rotate based on department needs. Eligible for a hybrid schedule after training period, up to 2 days per week.

This role focuses on inbound, needs-based sales by helping members who reach out to us for support. You'll identify member needs, recommend tailored financial solutions, assist with consumer loan requests, open deposit accounts, and educate members on options that fit their goals.

• 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.

What we're looking for:

• A 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.
• A relationship-driven, member-first approach with the ability to uncover needs and recommend tailored solutions.
• Excellent communication, virtual presentation, and digital service skills.
• Confidence managing complex conversations, multiple priorities, and performance goals with professionalism.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
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