Member Relationship Representative

Beginnings-Credit-Union; City of Cortland (NY); On-site; USD 42,000 - 68,000; Full time

Job summary

Beginnings Credit Union in Cortland, NY seeks an experienced Member Relationship Representative to deepen relationships with members by delivering exemplary service and proactively identifying financial needs. You will promote Beginnings deposit products and cross-sell appropriate services.

The role requires strong sales ability, excellent verbal and written communication, and the capacity to work independently or in a team.

Qualifications

• One year to three 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 related to credit union products.

Responsibilities

• Assist members with financial needs by promoting Beginnings deposit products and services.
• Identify cross-sell opportunities and refer to Wealth Management, Mortgage and Business Lending.
• Support and fill in on the teller line as needed.
• Educate members on products and services to improve their financial position.
• Aim to achieve or exceed branch sales goals and participate in the Sales Incentive Program.

Skills

Sales ability

Communication skills

Teamwork

Independent work

Regulatory knowledge

Tools

Windows software

ShoreTel phone system

Email

Scanner

Fax / Copy machines

Job description

Description

Beginnings Credit Union (Beginnings) is in search of an experienced Member Relationship Representative. This individual will develop and deepen relationships with new and existing members by providing exemplary service and will proactively determine member needs with delivering transactional, educational, and cross-sale solutions. The ideal candidate will understand and accurately execute policies and procedures related to, but not limited to, consumer, business, and special accounts.

Responsibilities

• Assist members and potential members with their financial needs by promoting and selling 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.

Requirements

• One year to three years of similar or related experience.
• Proven sales ability.
• Strong verbal and written communication skills. Courtesy, tact, and diplomacy are essential elements of the job.
• Ability to work independently as well as successfully in a team environment.
• Working knowledge of regulations relating to all Credit Union products and services (Reg E, Reg CC, Reg D, Reg DD).
• Ability to use windows software, computer keyboard and mouse, email, ShoreTel phone system, calculator, scanner, fax and copy machine.

Equal Employment Opportunity

Equal employment opportunity has been and will continue to be a basic principle at the Credit Union. Beginnings provides equal employment opportunities, without discrimination because of race, color, religion, creed, sex, sexual orientation, gender identity or expression, pregnancy, marital status, age, national origin, citizenship, handicap or disability, veteran or military status, political beliefs, victim of domestic violence status, familial status, or predisposing genetic characteristics or status, or any other status protected by federal, state, local or other law. This policy includes, but is not limited to recruitment, hiring, compensation, training, and apprenticeship, promotion, upgrading, demotion, downgrading, transfer, lay-off and termination, and all other terms and conditions of employment.

Note: There are 3 progression levels to Member Relationship Representative position. If a candidate possesses other skills than what's listed above, they will be considered for other levels and the new pay ranges will be disclosed.

Applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.

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