Member Experience Banker II: Lending & Deposits

St. Mary's Bank Credit Union; Manchester (NH); On-site; USD 32,000 - 33,000; Full time

Job summary

St. Mary's Bank Credit Union is seeking a Member Service Associate II to deliver exceptional member service while driving sales, lending activity, and deposit growth. You will handle inquiries, open accounts, and guide members through the loan origination and closing process.

You will rely on strong banking experience, build relationships, and work with teammates to meet production and service goals while ensuring accuracy and compliance in every transaction.

Qualifications

• High school diploma or equivalent is required; associate’s degree or higher is preferred.
• Minimum two years of experience in banking or a financial services environment.
• Minimum two years of loan origination and closing experience, with a proven record of accuracy and compliance preferred.
• Demonstrated strong sales performance, including meeting or exceeding goals in deposit growth, lending, and/or product penetration.
• Proven ability to build and maintain strong member relationships.
• Present a professional image to the membership and community.

Responsibilities

• Greet and assist members with their inquiries and financial needs via phone, email, and in-person interactions.
• Conduct needs-based conversations to understand member goals and recommend appropriate deposit and lending solutions.
• Open and service consumer deposit accounts within assigned authority, ensuring accuracy, compliance, and a positive member experience.
• Originate, process, and close consumer loans (such as auto, personal, credit cards, and other unsecured or secured lending products) in accordance with credit union policies and regulatory requirements.
• Maintain and deepen member relationships by proactively identifying opportunities to add value and offering additional products and services based on member needs.
• Perform account maintenance and servicing on deposit and loan accounts as needed. Process teller transactions accurately and efficiently.
• Meet established sales, lending, and member relationship management standards through onboarding activities, outbound sales calls, and referrals to other business lines.
• Identify and resolve member issues promptly and effectively, escalating when necessary.
• Maintain thorough and accurate records of member interactions, applications, approvals/denials, and transactions.
• Work closely with team members and other departments to ensure a seamless end-to-end member service and sales experience.
• Support lobby engagement by assisting members who require account opening, lending, or more complex conversations referred by MSA I or other team members.

Skills

Communication

Sales & Lending

Member Focus

Problem-solving

Attention to Detail

Time Management

Teamwork

Technical Proficiency

Education

High school diploma or equivalent

Associate degree or higher preferred

Tools

Banking software

Microsoft Office Suite

Job description

St. Mary's Bank Credit Union is seeking a Member Service Associate II to deliver exceptional member service while driving sales, lending activity, and deposit growth. You will handle inquiries, open accounts, and guide members through the loan origination and closing process.

You will rely on strong banking experience, build relationships, and work with teammates to meet production and service goals while ensuring accuracy and compliance in every transaction.