Inbound Member Solutions Advisor - Hybrid Schedule

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

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.