Universal Banker

Connex Credit Union Inc; Monroe (CT); On-site; USD 25,000 - 39,000; Full time

Benefits offered by this job

Competitive compensation

Medical, Dental and Vision coverage

Paid time off

401K with company match

Community outreach

Job summary

Connex Credit Union in Monroe, CT is seeking a New Account Representative to promote membership growth by expanding member relationships and delivering outstanding service. The role involves professional member engagement, securing solutions that meet financial needs, and maintaining an efficient branch environment.

Responsibilities include handling teller duties, guiding members through loan processes, and driving branch goals under supervision.

Qualifications

• Associate’s Degree required or equivalent work experience.
• 1 to 3 years retail or banking experience required.

Responsibilities

• Serves as a financial advocate/coach for members and helps expand member relationships.
• Drives loan volume within the branch by recognizing member needs and guiding them to appropriate products.
• Perform teller duties (approximately 30% of time) and provide excellent customer service at the teller line.
• Guide members through the loan process from application to closing.
• Identify member needs and assist in attaining financial goals.
• Serve as the primary contact for members in Credit Union matters.
• Research and resolve member issues and ensure satisfaction.
• Maintain up-to-date knowledge of Credit Union products, services, and procedures.
• Conduct daily outbound calls to new and prospective members to build relationships.

Skills

Retail banking experience

Customer service

Education

Associate’s Degree required or equivalent work experience

Job description

Job DetailsJob Location: Monroe Branch - Monroe, CT 06468Position Type: Full TimeSalary Range: $18.32 - $27.48 HourlyJob Category: BankingAre you looking to have a positive impact on people in your community? Connex Credit Union is looking for diverse talent who are motivated to improve the financial well-being of others. We’re a company with a long and successful history where trust is important and exceptional customer service is the standard. We are committed to our employees, our members and the communities we serve. If you want to make a difference and be part of a growing, inclusive organization, join us in our mission.

Benefits:

• Competitive compensation.
• Medical, Dental and Vision coverage.
• Paid time off.
• 401K contributory plan with company match.
• The opportunity to become involved in community outreach.

Description

The New Account Representative is responsible for helping establish and attain sales and service goals and to promote membership growth through the expansion of member relationships under the supervision of the Assistant Branch Manager. A New Account Representative must provide outstanding service to all members and identify and find solutions for their financial needs to better their financial lives. The position requires professionally connecting with members in a way that will drive business to the branch. In addition, the position is responsible for maintaining a professional and efficient branch, with responsibilities including but not limited to; filling in for a branch manager during an absence, following all security protocols, and fostering a positive work environment with fellow staff. Connex has a right to transfer you to other locations to perform the same or other duties, if Connex believes such a transfer is in its best interest. This transfer may be temporary or permanent and you will be notified in advance if that is to occur, except for temporary, emergency transfers to cover due to shortage or other problem.

Essential Functions and Responsibilities:

• Serves as a financial advocate/coach for members of the CU. Works with members to explore their financial priorities, and determines helpful and achievable solutions using the CU’s products and services in order to improve our member financial standing.
• Drives loan volume within the branch by recognizing member needs and getting them in appropriate product.
• Spends30% of the time performing teller duties, including handling transactions, cash management, and providing customer service at the teller line.
• Work with member through entire loan process from application to closing.
• Performs preliminary reviews of member's financial status and effectively identifies member's needs and assists with attaining the member's financial goals.
• Serves as member’s primary point of contact in all Credit Union matters.
• Researches and resolves member issues and takes ownership of those issues by resolving them personally. Follows up to ensure member satisfaction and resolution.
• Mantains and continually improves upon in depth knowledge of all credit union products, services, and procedures.
• Conducts daily outbound calls to new and prospective members in order build and expand relationships. Scheduled call nights may require after hour attendance.
• Assists with the appearance and professionalism of the branch.
• Adheres to all credit union policies and procedures and supports the culture of the organization.

Qualifications and Requirements:

• Associate’s Degree required or equivalent work experience
• 1 to 3 years retail or banking experience required