Universal Banker

Affinity Federal Credit Union; New Haven (CT); On-site; USD 57,000 - 60,000; Full time

Job summary

Affinity FCU in New Haven, CT is seeking an experienced Financial Services Consultant to deliver an exceptional member experience and deepen relationships.

The role includes opening new accounts, enrolling members in digital solutions, processing applications, resolving complex member issues, and following up to ensure satisfaction and financial wellbeing. 3-5 years of banking experience and CRM familiarity (Salesforce) are preferred.

Qualifications

• 3 - 5 years banking experience in a platform role is required.
• Prior CRM experience, preferably Salesforce, is desired.
• Excellent communication and interpersonal skills are essential.
• Previous sales experience is essential.

Responsibilities

• Deliver an exceptional member experience and deepen relationships.
• Open new accounts and enroll members in digital solutions during initial consultation.
• Process applications and resolve complex member issues.
• Follow up with members to ensure satisfaction and improve financial wellbeing.
• Promote self-service options and stay abreast of evolving consumer needs.

Skills

Banking experience

CRM experience

Communication skills

Sales experience

Tools

Salesforce

Job description

In order to continually provide our members with the highest level of service, Affinity FCU is seeking an experienced, results oriented and service focused individual to join our team of professionals at our branch location in New Haven, CT.

The starting salary range for a new hire in this role is $57k-$60k. The wage/salary offered to a successful candidate will be dependent on several qualifying factors, including but not limited to: years of relevant experience, years of industry experience, education, etc.

Financial Services Consultants are responsible for delivering an exceptional member experience, build and deepening relationships, and helping consumer and small business members succeed financially. Successful candidate will engage members in conversation and ask questions to understand what’s most important to them to determine what product, service and/or digital options align with their needs making banking easier for them while helping to improve their overall wellbeing. Position will also be responsible foropening new accounts, enrolling new members in digital solutions during initial consultation, processing applications, resolving complex member issues and following up with members to ensure satisfaction and to improve their financial well-being.

Successful candidate must be technologically savvy, especially as it relates to self-service options and keeps abreast of evolving consumer needs and trends. Additionally, candidate must adapt well to new or non-traditional environments and display a commitment to the community, to increasing member engagement and to Affinity’s corporate objectives.

General Requirements:

• 3 - 5 years banking experience in a platform role is required.
• Prior CRM experience, preferably Salesforce, is desired.
• Successful candidate must possess excellent communication and interpersonal skills.
• Previous sales experience is essential.

Affinity strives to maintain balance between our employees’ personal and professional responsibilities. All full-time employees are eligible to participate in our multi-faceted Total Rewards package including competitive pay, target incentive, full medical/dental/prescription/vision coverage, comprehensive wellness program, mental wellbeing support, reproductive/family building benefits for both men and women, 401(k) plan with company match, basic term life insurance coverage, flexible spending accounts, identity protection, profit sharing, and generous paid time off. As an Affinity employee you are eligible for discounts on our products and services, earn paid time off for volunteering and much more. In addition to these benefits, Affinity provides extensive educational and developmental opportunities as well as access to our formal Education Assistance Program.

Affinity Federal Credit Union is an Equal Opportunity Employer.

Affinity FCU is committed to creating an inclusive culture and an employment experience that values diversity. Our culture is built on respect - one that recognizes and values the unique talents of everyone on the team. With a genuine commitment to diversity, we’ve created an environment where employees feel comfortable regardless of race, gender, religion, background, physical ability or sexual orientation.

Explore career opportunities with Affinity and "Belong to something better."

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