Member Banking Advisor & Relationship Builder

Cobalt-Credit-Union; Papillion (NE); On-site; USD 33,000 - 51,000; Full time

Job summary

Cobalt Credit Union – Headquarters in Papillion, NE seeks an Universal Banker to advise members on financial goals and to answer questions while opening Credit Union products and services. You will make lending decisions and aim to build long-term relationships with members to meet sales and service targets.

Qualified candidates have a high school diploma or GED and at least two years in cash handling, sales, and customer service within a financial institution.

Qualifications

• 2 years of cash handling and customer service experience.
• 2 years of sales experience in financial services.
• Ability to interview members to assess financial needs.

Responsibilities

• Advise members on how to achieve their financial goals.
• Answer member questions and open Credit Union products and services.
• Make credit decisions on lending for members.
• Build long-term relationships to meet established goals.

Skills

Cash handling

Customer service

Sales

Education

High School diploma or GED

Job description

Cobalt Credit Union – Headquarters in Papillion, NE seeks an Universal Banker to advise members on financial goals and to answer questions while opening Credit Union products and services. You will make lending decisions and aim to build long-term relationships with members to meet sales and service targets.

Qualified candidates have a high school diploma or GED and at least two years in cash handling, sales, and customer service within a financial institution.