Member Relationship & Financial Solutions Specialist

Beginnings-Credit-Union; Town of Ithaca (NY); On-site; USD 42,000 - 62,000; Full time

Job summary

Beginnings Credit Union is seeking a driven Member Relationship Representative to deepen member relationships by providing exemplary service and proactive needs assessment. You will promote deposit products, identify cross-sell opportunities, and refer to Wealth Management, Mortgage, and Business Lending as appropriate.

You will also support teller duties, educate members on financial solutions, and strive to meet branch sales goals while participating in the Sales Incentive Program.

Qualifications

• 1–3 years of similar or related experience.
• Proven sales ability.
• Strong verbal and written communication skills.
• Ability to work independently as well as in a team.
• Working knowledge of regulations relating to all Credit Union products and services.
• Working knowledge of Windows software and common office equipment.

Responsibilities

• Assist members with financial needs by promoting Beginnings deposit products and services.
• Identify cross-sell opportunities and cross-sell Beginnings deposit and lending products and services to our members through various means of communication (in person, telephone, email).
• Make qualified referrals to Wealth Management, Mortgage and Business Lending as appropriate.
• Support and fill in on the teller line as needed.
• Identify and act on opportunities to educate the member on products and services that can improve their financial position.
• Achieve or exceed individual and branch sales goals as assigned.
• To actively participate in the Sales Incentive Program, contributing to team and organizational sales goals.
• Performs other related duties as assigned.

Skills

Sales ability

Verbal communication

Written communication

Customer service

Teamwork

Independent work

Tools

Windows

Email

ShoreTel

Calculator

Scanner

Fax

Copy machine

Job description

Beginnings Credit Union is seeking a driven Member Relationship Representative to deepen member relationships by providing exemplary service and proactive needs assessment. You will promote deposit products, identify cross-sell opportunities, and refer to Wealth Management, Mortgage, and Business Lending as appropriate.

You will also support teller duties, educate members on financial solutions, and strive to meet branch sales goals while participating in the Sales Incentive Program.