Member Experience & Loan Sales Banker

Orion Federal Credit Union; Memphis (TN); On-site; USD 42,000 - 54,000; Full time

Job summary

Orion Federal Credit Union in Memphis, TN seeks a customer-focused professional to assist members with financial needs and promote CU products. The role supports branch sales goals and may move between branches as needed.

The ideal candidate will have strong communication and organizational skills, experience in financial services, and the ability to upsell products during member interactions. A high school diploma is required, with some college preferred.

Qualifications

• High school graduated or equivalent; some college preferred.
• Knowledge of Credit Union policies and procedures.
• Three years experience in financial institution/lending and/or sales environment.

Responsibilities

• Greet and welcome members with courteous, professional service and handle transactions accurately.
• Interview loan and new member applicants to collect and enter information and uncover additional needs.
• Assist with ongoing marketing campaigns and sales promotions to increase branch sales.
• Upsell CU products during account openings and loan applications.
• Assist management with tracking teller referrals for sales accuracy.
• Promote and explain CU services such as IRAs, CDs, credit cards, and safe deposit boxes.
• Cross-train in Assistant Branch Manager role.
• Assist in teller area with deposits, withdrawals, transfers, money orders, cashiers’ checks and loan payments.
• All other duties as assigned.

Skills

Strong communication skills

Organizational skills

Computer applications

Attention to detail

Multitasking

Education

High school diploma or equivalent; some college preferred

Tools

Computer applications

Job description

Orion Federal Credit Union in Memphis, TN seeks a customer-focused professional to assist members with financial needs and promote CU products. The role supports branch sales goals and may move between branches as needed.

The ideal candidate will have strong communication and organizational skills, experience in financial services, and the ability to upsell products during member interactions. A high school diploma is required, with some college preferred.