Universal Banker - Hacks Cross

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

Benefits offered by this job

Drug screening

Equal opportunity employer

Job summary

Orion Financial in Memphis, TN is seeking a member service professional to greet members, process transactions, and promote credit union products. The role combines customer service with sales support and requires accurate teller duties and adherence to policies.

You'll interview loan applicants, assist with marketing campaigns, and help reach branch sales goals while remaining flexible to move among branches as needed. Equal opportunity employer and drug screening as part of the process.

Qualifications

• High school diploma or equivalent; some college preferred.
• Three years experience in financial institution/lending and/or sales environment.
• Knowledge of Credit Union policies and services.

Responsibilities

• Greet and welcome members to the credit union, provide courteous service and accurate transactions.
• Interviews loan and new member applicants to collect and enter information.
• Assist with marketing campaigns and sales promotions within the branch to increase sales.
• Seek opportunities to service each member's financial needs during interactions.
• Upsell credit union products during account openings and loan processes.
• Assist in tracking teller referrals for sales accuracy.
• Promote CU services such as IRAs, CDs, credit cards, and safe deposit boxes.
• Cross train in Assistant Branch Manager role.
• Assist in teller area with deposits, withdrawals, transfers, money orders, cashiers’ checks, and loan payments.
• All other duties as assigned.

Skills

Strong communication

Organization

Multitasking & deadlines

Education

High school diploma or equivalent; some college preferred

Job description

Position Purpose

To assist members with all financial needs. To provide excellent service to members while promoting CU product features and benefits to potential and current membership. To assist branch leader with reaching all sales goals set for the branch. To be a sales leader flexible to move among branches as needed.

Position Purpose

To assist members with all financial needs. To provide excellent service to members while promoting CU product features and benefits to potential and current membership. To assist branch leader with reaching all sales goals set for the branch. To be a sales leader flexible to move among branches as needed.

Essential Functions And Basic Duties

• 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.

Qualifications

EDUCATION/CERTIFICATION: High school graduate or equivalent. Some college preferred.
REQUIRED KNOWLEDGE: Knowledge of Credit Union policies and procedures. Thorough knowledge of Credit Union products and services.
REQUIRED EXPERIENCE: Three years experience in financial institution/lending and/or sales environment.

Skills/Abilities

Strong communication skills
Organization skills
Ability to operate related computer applications and related business equipment
Strong attention to detail
Ability to multitask & meet deadlines

WORKING CONDITIONS:

Typical office environment

Successful candidates must pass pre-employment credit checks, background checks, and drug screens.

Orion Financial is an equal opportunity at will employer and does not discriminate against any employee or applicant for employment because of age, race, religion, color, disability, sex, sexual orientation, national origin or any other federal or state protected class. We maintain a drug-free workplace and perform pre-employment substance abuse testing. If you are unable to complete this application due to a disability, contact us to ask for an accommodation or an alternative application process.