Regional Member Services Specialist — Travel Ready

Sunmark Federal Credit Union Inc.; New York (NY); Hybrid; USD 48,000 - 52,000; Full time

Job summary

Sunmark Credit Union in Delmar, NY is seeking a Regional Member Relationship Representative II to serve members across Delmar, Glenmont, and Brunswick locations. You will welcome members, assist with transactions, and promote Sunmark's services, building relationships while achieving branch goals.

The role requires a high school diploma with at least one year of sales or customer service, with prior banking experience preferred.

Qualifications

• High school graduate or equivalent; minimum 1 year sales or customer service experience.
• Prior banking experience preferred.
• Ability to meet sales goals, strong attention to detail and communicate effectively.
• Proficiency with Microsoft Word, Excel and Outlook.

Responsibilities

• Provide legendary service to members by welcoming them to the financial center.
• Acts as a member liaison, supporting member convenience with all credit union technology and transactions.
• Provides advanced consumer account information including IRA, Trust, Estate and Business accounts.
• Research and solve member questions, problems, and complaints.
• Conducts consumer loan closings and account openings, secures IDs, explains documents, and reviews for accuracy.
• Notary Public designation to provide notary services.

Skills

Customer service

Sales

Communication

Attention to detail

Notary

Word

Excel

Outlook

Education

High School Diploma or GED

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

Sunmark Credit Union in Delmar, NY is seeking a Regional Member Relationship Representative II to serve members across Delmar, Glenmont, and Brunswick locations. You will welcome members, assist with transactions, and promote Sunmark's services, building relationships while achieving branch goals.

The role requires a high school diploma with at least one year of sales or customer service, with prior banking experience preferred.