Senior Member Relationship Advisor

Crossroads Community Fcu

Buffalo (NY)

On-site

USD 42,000 - 54,000

Full time

7 days ago

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Job summary

Crossroads Community FCU in Buffalo, NY is seeking a skilled Member Relationship Officer to assist members with opening new accounts, loan applications, and a range of financial transactions. This senior role emphasizes service excellence, integrity, and timely delivery.

You will advise on credit union products, cross-sell services, guide loan applications through to approval, and support members with online and mobile banking.

Qualifications

High school diploma or equivalent required; associate degree preferred.
Experience in financial services or member sales preferred.
Ability to analyze member needs and explain options clearly.
Integrity and discretion in handling confidential information.
Ability to manage multiple priorities in a fast-paced branch.

Responsibilities

Promote credit union products based on member needs.
Advise members on rates and services; cross-sell.
Assist with opening accounts and loan applications.
Process wires, account closures, and deposits.
Support online and mobile banking services.
Guide loan applications through to completion and funding.
Maintain confidentiality and adhere to security procedures.
Build and nurture member relationships; identify prospects.

Skills

Member services

Cross-selling

Financial transactions

Lending knowledge

Regulatory compliance

Customer service

Education

High school diploma

Associate degree preferred

Tools

Online banking systems

Lending platforms

Office software

Job description

You will advise on credit union products, cross-sell services, guide loan applications through to approval, and support members with online and mobile banking.

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