Sales & Service Leader — Universal Banker

Orion Financial; Memphis (TN); On-site; USD 32,000 - 42,000; Full time

Job summary

Orion Financial in Memphis is seeking a Branch Associate to assist members with all financial needs and provide excellent service. You will interview loan and new member applicants, support branch sales goals, and move flexibly among branches as needed.

Expected duties include welcoming members, processing transactions, supporting marketing campaigns, cross-selling services like IRAs and CDs, and training for Assistant Branch Manager responsibilities.

Qualifications

• Three years experience in financial institution/lending and/or sales environment.
• Knowledge of Credit Union policies and procedures.
• Thorough knowledge of Credit Union products and services.

Responsibilities

• Greet and welcome members to the credit union in a courteous, professional and timely manner, providing prompt, excellent service and accurate member transactions.
• Interviews potential loan and new member applicants to collect and enter loan information and uncover any additional needs.
• Assist with ongoing marketing campaigns and sales promotions within the branch to increase sales volume.
• Seek additional opportunities to service each member financial during the member interaction.
• Up sell additional credit union products to members during account opening.
• Up sell additional credit union products to members during loan application process.
• Assist management with tracking of teller referrals for sales accuracy.
• Promote and explain other CU services such as IRAs, certificates of deposits, credit cards, ancillary products, and safe deposit boxes.
• Cross train in Assistant Branch Manager role.
• Assist in teller area as needed, processing member transactions including but not limited to deposits, withdrawals, transfers, money orders, cashiers’ checks and loan payments.
• All other duties as assigned.

Skills

Communication

Organization

Computer skills

Attention to detail

Multitasking

Education

High school diploma or equivalent

Some college

Job description

Orion Financial in Memphis is seeking a Branch Associate to assist members with all financial needs and provide excellent service. You will interview loan and new member applicants, support branch sales goals, and move flexibly among branches as needed.

Expected duties include welcoming members, processing transactions, supporting marketing campaigns, cross-selling services like IRAs and CDs, and training for Assistant Branch Manager responsibilities.