Member Experience Banker & Tech-Savvy Sales

Beginnings Credit Union; Town of Waterloo (NY); Presencial; USD 42 000 - 66 000; Tempo integral

Resumo da oferta

Beginnings Credit Union is seeking a Universal Banker to engage members in person, by phone, and by email in a branch setting. You will partner with the member experience team to deliver innovative technology solutions and help members meet their financial needs.

The role emphasizes cross-selling credit cards, personal loans, lines of credit, and home equity products while promoting self-service options and high-quality service. A Notary license and banking experience are preferred.

Qualificações

• High school education or equivalent.
• 1–2 years of experience at a financial institution preferred.
• Notary License is required.
• Proven customer service experience and strong communication skills.
• Proficient with smartphones/tablets and digital banking tools.

Responsabilidades

• Responsible for member satisfaction by addressing all financial needs of a member related to products, services, technologies, transactions, and education.
• Utilizes sales techniques to onboard potential members and recommend appropriate products and services.
• Encourages members to use self-service solutions to enhance their service experience.
• Provides friendly, accurate completion of all member requests including account openings, servicing requests, and transactions.
• Ability to learn Beginnings products and services to create cross selling opportunities.
• Adheres to policies, procedures, and trainings to meet regulatory, operational and security requirements.
• Service through multiple devices and media (email, messaging, video conferencing).
• Active participation in the Sales Incentive Program and branch goals.
• Support branch events and educational marketing programs.
• Engage in community activities for new member leads.

Conhecimentos

Customer service

Sales

Technology aptitude

Formação académica

High school diploma

Notary license

Ferramentas

Smartphone proficiency

Teller machines

Descrição da oferta de emprego

Beginnings Credit Union is seeking a Universal Banker to engage members in person, by phone, and by email in a branch setting. You will partner with the member experience team to deliver innovative technology solutions and help members meet their financial needs.

The role emphasizes cross-selling credit cards, personal loans, lines of credit, and home equity products while promoting self-service options and high-quality service. A Notary license and banking experience are preferred.