Member Experience & Sales Specialist II

Sunmark Federal Credit Union Inc.; Latham (NY); On-site; USD 30,000 - 33,000; Full time

Benefits offered by this job

Training at Latham office

Notary services (upon designation)

Job summary

Sunmark Credit Union is seeking a friendly, service-oriented professional for our Latham Financial Center to welcome members and guide them through Sunmark’s products and digital tools. You will handle complex account inquiries, offer IRA/trust/business account guidance, and resolve questions with care.

Strong sales aptitude and detail orientation are essential to meet branch goals. The role starts with training at the Latham office, with shifts that accommodate a 36–40 hour workweek and

Qualifications

• High school diploma or equivalent required.
• 1+ year sales or customer service experience preferred.
• Prior banking experience preferred and helpful for the role.

Responsibilities

• Greet and assist members with warmth and professionalism.
• Explain Sunmark products and services and assist with using CU technology (including Interactive Teller Machines).
• Provide advanced guidance on accounts (IRAs, trusts, estates, business accounts) and resolve questions/concerns.
• Support management in maintaining Sunmark’s culture while helping achieve department sales goals.

Skills

Customer service

Sales

Banking knowledge

Education

High school diploma or equivalent

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

Sunmark Credit Union is seeking a friendly, service-oriented professional for our Latham Financial Center to welcome members and guide them through Sunmark’s products and digital tools. You will handle complex account inquiries, offer IRA/trust/business account guidance, and resolve questions with care.

Strong sales aptitude and detail orientation are essential to meet branch goals. The role starts with training at the Latham office, with shifts that accommodate a 36–40 hour workweek and