Universal Banker II: Grow Relationships & Sell Solutions

Align Credit Union; Lowell (MA); On-site; USD 30,000 - 36,000; Full time

Benefits offered by this job

Pay transparency

Competitive hourly pay

Job summary

Align Credit Union is seeking a Universal Banker II to serve as a seasoned sales and service professional. You will cultivate, maintain and enhance relationships with existing and prospective members by delivering exceptional service and addressing financial needs through tailored product recommendations and seamless transactions.

You will handle a wide range of member requests, open accounts, process loans and deposits, and support branch operations while upholding security and compliance

Qualifications

• Must be able to engage members in needs-based conversations.
• Ability to build and deepen member relationships.
• Strong focus on achieving sales and service goals.

Responsibilities

• Deliver exceptional member experiences by understanding financial needs and offering appropriate solutions.
• Proactively connect with members to deepen relationships through conversations.
• Process member requests including account openings, loans, and transactions with accuracy.
• Promote Align CU products and services and coordinate with product specialists as needed.
• Support branch operations and maintain compliance with security policies.

Skills

Needs-based conversations

Relationship building

Sales goal achievement

Job description

Align Credit Union is seeking a Universal Banker II to serve as a seasoned sales and service professional. You will cultivate, maintain and enhance relationships with existing and prospective members by delivering exceptional service and addressing financial needs through tailored product recommendations and seamless transactions.

You will handle a wide range of member requests, open accounts, process loans and deposits, and support branch operations while upholding security and compliance