Sales-Driven Financial Services Advisor

NuMark Credit Union; Warrenville (IL); On-site; USD 65,904,000 - 68,770,000; Full time

Job summary

NuMark Credit Union is seeking a Universal Service Representative to help members meet their financial goals through empathetic service and a broad product offering. You will act as a versatile advisor, performing supervised lending activities and guiding members to solutions that fit their needs.

The role requires Monday-Saturday availability with one weekday off, and a focus on building relationships, cross-selling loans and accounts while maintaining accuracy and confidentiality in daily

Qualifications

• Ability to upsell and cross-sell products and services.
• Minimum three years of credit union or banking teller experience.
• Consumer lending experience preferred.
• Ability to obtain NMLS number.
• Desire to develop sales skills.
• Desire for continual professional development.
• Effective communication skills.
• Cash handling experience.
• Willingness and ability to substitute at other local branches if necessary.

Responsibilities

• Build member relationships with exceptional service and using open-ended questions to determine where they are in their financial life-cycle.
• With full knowledge of NuMark products, achieve sales goals by understanding member situations/aspirations, offer products to meet needs, and continually strive to exceed member expectations.
• Open various types of accounts and communicate with other departments to cross-sell products, such as loans.
• Process loan applications and handle disbursals & closings for various types of loans, including consumer and home equity.
• Accurately handle cash and non-cash transactions and balance cash drawers.
• Ensure confidentiality of member information in every situation.
• Contact prospective and existing members to solicit new business by email or phone to meet specific goals.
• Routinely maintain accounts according to member requests.

Skills

Upsell & cross-sell

Teller experience

Lending experience

NMLS eligibility

Dev. mindset

Communication

Cash handling

Branch subs

Education

High school diploma

Job description

NuMark Credit Union is seeking a Universal Service Representative to help members meet their financial goals through empathetic service and a broad product offering. You will act as a versatile advisor, performing supervised lending activities and guiding members to solutions that fit their needs.

The role requires Monday-Saturday availability with one weekday off, and a focus on building relationships, cross-selling loans and accounts while maintaining accuracy and confidentiality in daily