Online Account Growth Specialist

Neighborhood-Credit-Union; Dallas (TX); On-site; USD 42,000 - 68,000; Full time

Job summary

Neighborhood Credit Union in Dallas is seeking an Online Account Sales Officer to drive new member growth through online and mobile channels. You will process applications for savings, checking, CDs, and clubs while aiming to meet monthly production goals.

You will cultivate relationships, cross-sell products, and respond to inquiries via chat, email, and phone, delivering friendly, secure service while upholding the credit union’s standards.

Qualifications

• High school diploma or equivalent required.
• 1–3 years of related experience.
• Knowledge of credit union products and services.

Responsibilities

• Open new savings, checking, CDs, and club accounts online.
• Audit and process accounts per policies when opening.
• Proactively solicit online via chat, email, and phone.
• Cross-sell products and educate members online.
• Maintain monthly production goal attainment and member relations.

Skills

Communication skills

Public relations

Attention to detail

Multi-tasking

Team assistance

10-key data entry

Education

High school diploma or equivalent

Tools

10-key

PC

Telephone

Job description

Neighborhood Credit Union in Dallas is seeking an Online Account Sales Officer to drive new member growth through online and mobile channels. You will process applications for savings, checking, CDs, and clubs while aiming to meet monthly production goals.

You will cultivate relationships, cross-sell products, and respond to inquiries via chat, email, and phone, delivering friendly, secure service while upholding the credit union’s standards.