Member Relationship & Solutions Advisor

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

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.