Member-Focused Financial Services Advisor

Paycom - ATS; Festus (MO); On-site; USD 32,000 - 42,000; Full time

Job summary

Paycom - ATS in Festus, MO is seeking a Customer Sales Associate to proactively meet sales and production targets while supporting branch goals. You will interact with members to address account and loan needs, process documentation, and contribute to a high-quality service culture.

The role requires outbound calling, cross-sell referrals, and strict adherence to policies and confidentiality. Expect teamwork across departments and ongoing professional development.

Qualifications

• 1+ years of sales experience, preferably in a credit union.
• Ongoing professional development is expected.
• Attendance at credit union industry seminars may be required.

Responsibilities

• Meet and exceed individual sales and production goals.
• Assist members with account and loan needs and inquiries.
• Ensure all required paperwork and information in the system is completed accurately and timely.
• Participate in monthly call night activities through outbound calling efforts.
• Refer cross-sell opportunities and provide alternative solutions as needed.
• Comply with credit union policies and government regulations by securely maintaining member information and records.
• Assist the Member Care Center during times of high call volume.
• Cultivate strong, positive relationships with other areas of the credit union to create a cohesive, productive environment.
• Foster exceptional culture within the branch and organization.
• Performs other tasks as assigned.

Skills

Sales

Time management

Interpersonal skills

Communication

Dependability

Technical

Job description

Paycom - ATS in Festus, MO is seeking a Customer Sales Associate to proactively meet sales and production targets while supporting branch goals. You will interact with members to address account and loan needs, process documentation, and contribute to a high-quality service culture.

The role requires outbound calling, cross-sell referrals, and strict adherence to policies and confidentiality. Expect teamwork across departments and ongoing professional development.