Universal Banker

Affinity Federal Credit Union; Bardonia (NY); On-site; USD 57,000 - 60,000; Full time

Benefits offered by this job

Competitive pay and target incentive

Full medical, dental, prescription, and vision coverage

Comprehensive wellness program

401(k) plan with company match

Paid time off for volunteering

Educational/developmental opportunities

Job summary

Affinity Federal Credit Union is seeking an experienced Financial Services Consultant for the Bardonia, NY branch. Candidates should have 3-5 years of banking experience, CRM proficiency, and excellent communication skills. The role focuses on delivering an exceptional member experience by understanding needs, resolving issues, and promoting financial success. Benefits include competitive pay, full medical coverage, a 401(k) plan, and generous paid time off.

Qualifications

• 3-5 years of banking experience in a platform role.
• Prior CRM experience, preferably Salesforce.
• Excellent communication and interpersonal skills.
• Previous sales experience is essential.
• Technology proficiency and ability to adapt to changing environments.

Responsibilities

• Deliver an exceptional member experience and help members succeed financially.
• Engage members to understand their needs and align products to those needs.
• Open new accounts and resolve complex member issues.
• Follow up with members to ensure satisfaction.
• Stay technologically savvy regarding self-service options.

Skills

Banking experience

CRM experience

Communication skills

Sales experience

Technology proficiency

Tools

Salesforce

Job description

Position Overview

Affinity Federal Credit Union (Affinity FCU) is looking for an experienced, results‑oriented and service‑focused Financial Services Consultant to join our team at the Bardonia, NY branch. Branch operating days are Monday‑Friday.

Compensation

The starting salary range for this role is $57,000 - $60,000. Actual wage/salary will depend on factors such as years of relevant experience, industry experience, education, and other qualifications.

Responsibilities

• Deliver an exceptional member experience, build and deepen relationships, and help consumer and small‑business members succeed financially.
• Engage members in conversation and ask questions to understand their most important needs, determining which products, services, and digital options best align with those needs.
• Open new accounts, enroll new members in digital solutions during initial consultation, process applications, and resolve complex member issues.
• Follow up with members to ensure satisfaction and improve their financial well‑being.
• Stay technologically savvy, particularly regarding self‑service options, and keep abreast of evolving consumer needs and trends.
• Adapt well to new or non‑traditional environments and demonstrate commitment to the community, member engagement, and Affinity’s corporate objectives.

Qualifications

• 3‑5 years of banking experience in a platform role.
• Prior CRM experience, preferably Salesforce.
• Excellent communication and interpersonal skills.
• Previous sales experience is essential.
• Technology proficiency and ability to adapt to changing environments.

Benefits

• Competitive pay and target incentive.
• Full medical, dental, prescription, and vision coverage.
• Comprehensive wellness program and mental well‑being support.
• Reproductive/family building benefits for both men and women.
• 401(k) plan with company match.
• Basic term life insurance coverage.
• Flexible spending accounts and identity protection.
• Profit sharing and generous paid time off.
• Employee discounts, paid time off for volunteering, and educational/developmental opportunities, including the formal Education Assistance Program.

Equal Opportunity Employer

Affinity Federal Credit Union is an Equal Opportunity Employer.