Member Relationship Representative II

Sunmark Credit Union; Latham (NY); On-site; USD 30,000 - 33,000; Full time

Benefits offered by this job

Training at Latham office

Notary services (upon designation)

Job summary

Sunmark Credit Union is seeking a friendly, service-oriented professional for our Latham Financial Center to welcome members and guide them through Sunmark’s products and digital tools. You will handle complex account inquiries, offer IRA/trust/business account guidance, and resolve questions with care.

Strong sales aptitude and detail orientation are essential to meet branch goals. The role starts with training at the Latham office, with shifts that accommodate a 36–40 hour workweek and

Qualifications

• High school diploma or equivalent required.
• 1+ year sales or customer service experience preferred.
• Prior banking experience preferred and helpful for the role.

Responsibilities

• Greet and assist members with warmth and professionalism.
• Explain Sunmark products and services and assist with using CU technology (including Interactive Teller Machines).
• Provide advanced guidance on accounts (IRAs, trusts, estates, business accounts) and resolve questions/concerns.
• Support management in maintaining Sunmark’s culture while helping achieve department sales goals.

Skills

Customer service

Sales

Banking knowledge

Education

High school diploma or equivalent

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

Latham Financial Center
1187 Troy Schenectady Road
NYLTM01
Latham, NY 12110, USA

• Full-Time
• Requisition #: MEMBE001163

Description

People Helping People, that is what Sunmark Credit Union is all about!

Why join the Sunmark Squad? We are a local credit union with 89 years of history helping members build brighter financial futures. Our “Good Vibes” culture is built on meaningful relationships, community impact, and teamwork.

Our Latham, NY financial center is hiring!

Business Hours:Monday & Tuesday 9am – 4:30pm, Wednesday 8am to 4:30pm, Thursday & Friday 9am to 6pm, Saturday 9am to 1pm. Employees are scheduled 36-40 hours per week with rotating Saturdays off.Actual shift may vary based on opening/closing/balancing needs.

* Training for this position will be at our Latham office.

Starting pay, $22-24/hr based on experience.

Deliver legendary service by warmly welcoming members to the financial center, sharing information about Sunmark’s products and services, and helping members confidently use available credit union technology, including Interactive Teller Machines. You will provide advanced guidance on consumer accounts, including IRAs, trusts, estates, and business accounts; research and resolve member questions, concerns, and complaints; and support management in maintaining Sunmark’s culture while achieving department sales goals.

Candidates should have a high school graduate/equivalent or higher with a minimum of one year sales/customer service experience. Prior banking experience preferred. Ability to meet sales goals, strong attention to detail and communicate effectively. Computer proficiencywithin Microsoft Word, Excel and Outlook.

*Must be able to obtain and maintain NMLS registration within the required training period. Achieve and maintain designation as a Notary Public to provide notary services as requested.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.