Universal Banker - Raleigh

Orion Federal Credit Union; Memphis (TN); Sur place; USD 42 000 - 54 000; Plein temps

Résumé du poste

Orion Federal Credit Union in Memphis, TN seeks a customer-focused professional to assist members with financial needs and promote CU products. The role supports branch sales goals and may move between branches as needed.

The ideal candidate will have strong communication and organizational skills, experience in financial services, and the ability to upsell products during member interactions. A high school diploma is required, with some college preferred.

Qualifications

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

Responsabilités

• Greet and welcome members with courteous, professional service and handle transactions accurately.
• Interview loan and new member applicants to collect and enter information and uncover additional needs.
• Assist with ongoing marketing campaigns and sales promotions to increase branch sales.
• Upsell CU products during account openings and loan applications.
• Assist management with tracking teller referrals for sales accuracy.
• Promote and explain 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.

Connaissances

Strong communication skills

Organizational skills

Computer applications

Attention to detail

Multitasking

Formation

High school diploma or equivalent; some college preferred

Outils

Computer applications

Description du poste

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