Sales-Driven Banking Specialist (Member Focus)

Vantage Credit Union; Ballwin (MO); On-site; USD 28,000 - 32,000; Full time

Job summary

Vantage Credit Union in Ballwin, MO is seeking a Financial Services Representative to proactively meet sales and production goals while assisting members with account and loan needs.

You will reference cross-sell opportunities, maintain accurate paperwork, and participate in outbound call night activities, contributing to a positive team culture and compliant service. This role requires strong communication, time management, and confidentiality in a fast-paced branch environment.

Qualifications

• 1+ years of sales experience, preferably in a credit union.
• Knowledge of credit union operations and loan/deposit products.
• Able to meet individual sales and production goals.

Responsibilities

• Proactively meet sales and production goals and refer cross-sell opportunities.
• Assist members with account and loan needs, ensuring accurate paperwork.
• Join monthly call night activities and outbound calling efforts.
• Maintain confidentiality and comply with policies and regulations.

Skills

Sales

Time Management

Interpersonal Skills

Communication

Dependability

Technical

Education

Sales experience

Job description

Vantage Credit Union in Ballwin, MO is seeking a Financial Services Representative to proactively meet sales and production goals while assisting members with account and loan needs.

You will reference cross-sell opportunities, maintain accurate paperwork, and participate in outbound call night activities, contributing to a positive team culture and compliant service. This role requires strong communication, time management, and confidentiality in a fast-paced branch environment.