Member Advisor - Mortgage & Banking Solutions

Cornerstone-Community-Financial-Credit-Union-; Royal Oak (MI); In loco; USD 29.000 - 30.000; Tempo pieno

Vantaggi offerti da questo lavoro

Health Insurance

PTO

Wellness Time

401(k) Matching

Descrizione del lavoro

Cornerstone-Community-Financial-Credit-Union- in Royal Oak, MI is seeking a Relationship Banker to build trusted member relationships through consultative sales and service. You will promote and educate on financial products, process transactions, and support members’ financial goals.

This full-time role requires strong communication, attention to detail, and the ability to work with cross-functional teams to ensure excellent member experiences.

Competenze

• Six months to two years of similar or related experience, including time spent in preparatory positions.
• Minimum 2 years of experience in a proactive sales position and an additional year minimum in a banking/credit union environment opening accounts and taking loan applications.
• A high school degree or GED is required.
• Proficiency with Microsoft Word and Outlook.
• Familiarity with financial products preferred.
• Ability to perform basic mathematical calculations including addition, subtraction, division, multiplication, rates, and percentages.
• Strong attention to detail.
• Demonstrated strong customer service skills that include proven ability to handle difficult member interactions.
• Strong communication skills must be demonstrated through oral and written means.
• Proven sales aptitude.
• Ability to be bonded.
• Ability to obtain and maintain notary designation.

Mansioni

• Utilizes a consultative interview process to identify opportunities and deliver financial solutions.
• Processes financial transactions, updates account information, and documents member interviews.
• Research issues and collaborates with internal departments to resolve concerns.
• Fosters cooperation and communication with Centralized Lending and Loan Processing staff.
• Performs department related support duties including scanning, faxes, and reporting.
• Complies with company policies and applicable laws and regulations.

Conoscenze

Proactive sales

Customer service

Microsoft Office

Strong communication

Bondable

Formazione

High school diploma or GED

Strumenti

Microsoft Office

Descrizione del lavoro

Cornerstone-Community-Financial-Credit-Union- in Royal Oak, MI is seeking a Relationship Banker to build trusted member relationships through consultative sales and service. You will promote and educate on financial products, process transactions, and support members’ financial goals.

This full-time role requires strong communication, attention to detail, and the ability to work with cross-functional teams to ensure excellent member experiences.