Multi-Branch Member Experience & Lending Specialist

St. Mary's Bank

Manchester (NH)

On-site

USD 32,000 - 33,000

Full time

14 days+
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Job summary

St. Mary’s Bank seeks a Float Member Service Associate II to deliver exceptional service across multiple branches.

You will greet members, conduct needs-based conversations, open deposit accounts, and originate consumer loans while achieving sales and relationship goals. As a float, you will adapt to different branch teams and workflows, maintain brand standards, and collaborate with the Float Supervisor to manage assignments and pipeline.

Qualifications

  • High school diploma or equivalent required; Associate’s degree preferred.
  • Minimum two years in banking or financial services.
  • Minimum two years of loan origination and closing experience, with accuracy and compliance.
  • Proven track record of meeting deposit growth, lending, and product penetration goals.
  • Ability to build and maintain strong member relationships.
  • Flexible schedule and ability to travel between St. Mary’s Bank branch locations.

Responsibilities

  • Provide coverage for staffing shortages across multiple branches as needed.
  • Greet and assist members with inquiries and financial needs via phone, email, and in-person interactions.
  • Support a consistent member experience by modeling St. Mary’s Bank service behaviors and adapting communication style to branch needs.
  • Conduct needs-based conversations to understand member goals and recommend deposit and lending solutions.
  • Open and service consumer deposit accounts within assigned authority, ensuring accuracy and compliance.
  • Originate, process, and close consumer loans in accordance with policies and regulatory requirements.
  • Maintain and deepen member relationships by identifying opportunities to add value and offering additional products.
  • Perform account maintenance and servicing on deposit and loan accounts; process teller transactions accurately.
  • Meet established sales, lending, and member relationship management standards through onboarding, calls, and referrals.
  • Identify and resolve member issues promptly and escalate when necessary.
  • Maintain thorough records of member interactions, applications, approvals/denials, and transactions.

Skills

Communication
Member Focus
Sales & Lending
Problem-Solving
Attention to Detail
Time Management
Teamwork
Technical Proficiency
Adaptability

Education

High school diploma or equivalent
Associate degree preferred

Tools

Microsoft Office Suite
Banking software

Job description

St. Mary’s Bank seeks a Float Member Service Associate II to deliver exceptional service across multiple branches.

You will greet members, conduct needs-based conversations, open deposit accounts, and originate consumer loans while achieving sales and relationship goals. As a float, you will adapt to different branch teams and workflows, maintain brand standards, and collaborate with the Float Supervisor to manage assignments and pipeline.

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