Member Growth Banker: New Accounts & Loans Expert

Connex Credit Union, Inc.; North Haven (CT); Vor Ort; USD 27.000 - 41.000; Vollzeit

Zusammenfassung

Connex Credit Union, Inc. in North Haven, CT is seeking a New Account Representative to help members grow their relationships and financial well-being.

You will provide outstanding service, promote membership growth, and work under the Assistant Branch Manager to connect with members and tailor solutions. The role blends sales and service: drive loan volume, perform teller duties part of the time, guide members through the loan process from application to closing, and maintain a professional

Qualifikationen

• Associate’s Degree required or equivalent work experience.
• 1 to 3 years retail or banking experience required.

Aufgaben

• Serve as a financial advocate/coach for members and promote membership growth.
• Drive loan volume by identifying member needs and presenting suitable products.
• Spends 30% of time performing teller duties and providing customer service.
• Guide members through the loan process from application to closing.
• Maintain a professional branch, follow security protocols, and support team.
• Conduct daily outbound calls to new and prospective members to build relationships.

Kenntnisse

Customer service

Sales & product knowledge

Communication

Ausbildung

Associate’s degree

Jobbeschreibung

Connex Credit Union, Inc. in North Haven, CT is seeking a New Account Representative to help members grow their relationships and financial well-being.

You will provide outstanding service, promote membership growth, and work under the Assistant Branch Manager to connect with members and tailor solutions. The role blends sales and service: drive loan volume, perform teller duties part of the time, guide members through the loan process from application to closing, and maintain a professional