Member Relationship Banker — Consultative Sales & Service

Align Credit Union; Lowell (MA); On-site; USD 29,000 - 32,000; Full time

Job summary

Align Credit Union is seeking a Universal Banker I in Lowell, MA to deliver exceptional member service and cultivate lasting relationships. You will process transactions, assist with account openings, debit cards, and routine banking tasks while meeting sales targets.

Adhere to security and compliance policies and continuously expand product knowledge through training. The role requires strong communication, cash handling, and a consultative sales approach to help members address financial needs

Qualifications

• Strong customer service mindset and ability to build relationships.
• Ability to meet sales and service goals in a branch setting.
• Solid communication skills and attention to detail in financial transactions.
• Experience handling cash, cards, and routine banking operations.
• Understanding of banking products and regulatory requirements.

Responsibilities

• Process sales, servicing, banking transactions and operational tasks.
• Follow security and compliance policies and the Employee Accuracy Policy.
• Handle member requests: account opening, servicing, debit cards, deposits, withdrawals, etc.

Skills

Customer service

Sales

Communication

Cash handling

Banking knowledge

Compliance

Job description

Align Credit Union is seeking a Universal Banker I in Lowell, MA to deliver exceptional member service and cultivate lasting relationships. You will process transactions, assist with account openings, debit cards, and routine banking tasks while meeting sales targets.

Adhere to security and compliance policies and continuously expand product knowledge through training. The role requires strong communication, cash handling, and a consultative sales approach to help members address financial needs