Relationship Banking Specialist — Member Experience & Sales

Bellwether Community Credit Union; Pelham (NH); On-site; USD 28,929 - 31,684; Full time

Job summary

Bellwether Community Credit Union in Pelham, NH is seeking a relationship-focused Sales & Service Representative to deliver exceptional member experiences while helping members reach their financial goals. You'll balance teller transactions with consultative sales and service, proactively identifying opportunities to recommend products and services that meet members' needs.

The role requires strong communication, attention to detail, and a passion for building lasting member relationships.

Qualifications

• Minimum of 2 years of experience in a financial institution or related financial services environment.
• Working knowledge of banking products, services, regulations, and Safe Deposit Box procedures.
• Proven success in sales, referrals, or financial advising, preferably in a retail banking or credit union environment.
• Strong interpersonal and communication skills with the ability to build trust and educate members.
• Excellent problem-solving skills and the ability to resolve member concerns efficiently.
• Highly organized with the ability to manage multiple priorities in a fast-paced environment.
• Team-oriented with a commitment to achieving individual and branch goals.

Responsibilities

• Accurately process member financial transactions while maintaining strong cash handling and balancing practices.
• Provide outstanding service by answering member questions and resolving account-related concerns.
• Build and strengthen member relationships through proactive conversations, financial guidance, and outbound calling efforts.
• Recommend products and services that align with members' financial goals and contribute to membership growth.
• Meet individual and branch sales and referral goals with a focus on deposit products and member retention.
• Perform consumer loan and HELOC closings.
• Adapt to changing branch needs by supporting team operations and delivering an exceptional member experience.
• Maintain compliance with all applicable policies, procedures, and Bank Secrecy Act (BSA) regulations.

Skills

Relationship building

Sales experience

Communication skills

Financial services knowledge

Problem solving

Organization

Teamwork

Regulatory awareness

Job description

Bellwether Community Credit Union in Pelham, NH is seeking a relationship-focused Sales & Service Representative to deliver exceptional member experiences while helping members reach their financial goals. You'll balance teller transactions with consultative sales and service, proactively identifying opportunities to recommend products and services that meet members' needs.

The role requires strong communication, attention to detail, and a passion for building lasting member relationships.