Member Experience & Sales Banker

Orion Financial

Memphis (TN)

On-site

USD 38,000 - 52,000

Full time

6 days ago
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Job summary

Orion Financial in Memphis seeks an energetic banking professional to assist members with financial needs and promote CU products. You will welcome customers, interview loan applicants, and help ensure sales goals are met across branches as needed.

The role emphasizes cross-training for an Assistant Branch Manager path, strong communication, and precise handling of transactions in a typical office environment.

Qualifications

  • High school diploma or equivalent; some college preferred.
  • 3 years experience in financial institution or sales environment.
  • Knowledge of Credit Union policies and services.

Responsibilities

  • Greet and welcome members with courteous, professional service and accurate transactions.
  • Interview loan and new member applicants; collect and enter information.
  • Assist with branch marketing campaigns and promotions to increase sales.
  • Upsell CU products during account openings and loan applications.
  • Support teller referrals tracking for sales accuracy.
  • Cross-train for Assistant Branch Manager role and assist in teller area as needed.

Skills

Strong communication skills
Organization skills
Computer/applications proficiency
Attention to detail
Multitasking & deadlines

Education

High school graduate or equivalent; some college preferred

Job description

Orion Financial in Memphis seeks an energetic banking professional to assist members with financial needs and promote CU products. You will welcome customers, interview loan applicants, and help ensure sales goals are met across branches as needed.

The role emphasizes cross-training for an Assistant Branch Manager path, strong communication, and precise handling of transactions in a typical office environment.

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