Member Service & Lending Advisor II

St Mary's Bank Credit Union; Epping (NH); On-site; USD 32,000 - 33,000; Full time

Job summary

St Mary's Bank Credit Union is seeking a Member Service Associate II to deliver excellent member experiences while engaging in needs-based conversations and selling deposit and lending solutions. The role focuses on building long-term relationships, handling loans and accounts, and meeting production targets.

Responsibilities include handling inquiries, processing deposits and loans, and maintaining accurate member records.

Qualifications

• High school diploma or equivalent required.
• Minimum two years of banking or financial services experience.
• Minimum two years of loan origination and closing experience with accuracy and compliance preferred.
• Proven sales performance in deposits, lending, and product penetration.
• Professional image to members and community.

Responsibilities

• Greet and assist members via phone, email, and in-person interactions.
• Conduct needs-based conversations and recommend deposit and lending solutions.
• Open and service consumer deposit accounts within authority, ensuring accuracy and compliance.
• Originate, process, and close consumer loans per policies and regulations.
• Maintain and deepen member relationships by identifying opportunities and cross-selling.
• Perform account maintenance and teller transactions with accuracy.
• Meet sales, lending, and relationship targets through onboarding and referrals.
• Identify and resolve member issues promptly; escalate when needed.
• Maintain thorough records of member interactions and transactions.
• Collaborate with team and other departments for seamless service and sales.

Skills

Communication

Member Focus

Sales & Lending

Problem-Solving

Attention to Detail

Time Management

Teamwork

Technical Proficiency

Education

High school diploma or equivalent

Associate degree or higher preferred

Job description

St Mary's Bank Credit Union is seeking a Member Service Associate II to deliver excellent member experiences while engaging in needs-based conversations and selling deposit and lending solutions. The role focuses on building long-term relationships, handling loans and accounts, and meeting production targets.

Responsibilities include handling inquiries, processing deposits and loans, and maintaining accurate member records.