Inbound Member Sales Specialist

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

Benefits offered by this job

Hybrid schedule after training

Full-Time role

Job summary

Sunmark Credit Union in Latham, NY is seeking an experienced professional for an inbound, needs-based sales role focused on helping members with financial solutions. The position offers a hybrid schedule after training, requiring up to 2 days on-site per week, and is full-time.

The role involves identifying member needs, recommending consumer lending products (auto and personal loans), opening deposit accounts, and educating members on suitable options.

Qualifications

• 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 the ability to uncover needs and tailor solutions.
• Excellent communication, virtual presentation, and digital service skills.
• Ability to manage multiple priorities and complex conversations with professionalism.

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

Inbound sales

Relationship management

Consultative sales

Job description

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

• Full-Time
• Requisition #: INBOU001159

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

This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.