Member Experience Banker & Financial Services Pro

Affinity Federal Credit Union; Edison (NJ); In loco; USD 57.000 - 60.000; Tempo pieno

Descrizione del lavoro

Affinity Federal Credit Union in Edison, NJ is hiring a Financial Services Consultant to deliver an exceptional member experience and deepen relationships. You will open new accounts, enroll members in digital solutions, and process applications while resolving complex issues to improve members’ financial wellbeing.

Requires 3–5 years of banking experience in a platform role, CRM experience (Salesforce preferred), strong communication and sales skills; bilingual Spanish helps but is not

Competenze

• 3 - 5 years banking experience in a platform role is required.
• Prior CRM experience, preferably Salesforce, is desired.
• Excellent communication and interpersonal skills.
• Previous sales experience is essential.
• Bilingual, Spanish-speaking is helpful, but not required.

Mansioni

• Deliver an exceptional member experience and deepen relationships.
• Help consumer and small business members succeed financially.
• Engage members to determine products and digital options.
• Open new accounts and enroll members in digital solutions.
• Process applications and resolve complex member issues.
• Follow up to ensure satisfaction and financial well-being.

Conoscenze

Banking experience

CRM experience

Communication skills

Sales experience

Bilingual Spanish (optional)

Strumenti

Salesforce

Descrizione del lavoro

Affinity Federal Credit Union in Edison, NJ is hiring a Financial Services Consultant to deliver an exceptional member experience and deepen relationships. You will open new accounts, enroll members in digital solutions, and process applications while resolving complex issues to improve members’ financial wellbeing.

Requires 3–5 years of banking experience in a platform role, CRM experience (Salesforce preferred), strong communication and sales skills; bilingual Spanish helps but is not