Universal Banker - Whitehaven

Orion Federal Credit Union; Memphis (TN); On-site; USD 30,000 - 50,000; Full time

Job summary

An established industry player is seeking a dedicated member service representative to assist clients with their financial needs. This role involves providing excellent customer service, promoting credit union products, and supporting branch sales goals. The ideal candidate will have experience in a financial institution and possess strong sales skills. Join a team that values customer satisfaction and offers opportunities for growth within the organization. If you have a passion for finance and helping others, this is the perfect opportunity for you.

Qualifications

• High school graduate or equivalent; some college preferred.
• Three years experience in financial institution/lending and/or sales environment.

Responsibilities

• Assist members with financial needs and promote CU products.
• Process member transactions and up sell credit union products.
• Support branch leader in achieving sales goals.

Skills

Customer Service

Sales Skills

Attention to Detail

Multitasking

Education

High School Diploma

Some College

Tools

Computer Applications

Job description

3155 Millbranch Rd, Memphis, TN 38116, USA Req #801

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

1. Greet and welcome members to the credit union in a courteous, professional and timely manner, providing prompt, excellent service and accurate member transactions.

2. Interviews potential loan and new member applicants to collect and enter loan information and uncover any additional needs.

3. Assist with ongoing marketing campaigns and sales promotions within the branch to increase sales volume.

4. Seek additional opportunities to service each member financial during the member interaction.

5. Up sell additional credit union products to members during account opening.

6. Up sell additional credit union products to members during loan application process.

7. Assist management with tracking of teller referrals for sales accuracy.

8. Promote and explain other CU services such as IRAs, certificates of deposits, credit cards, ancillary products, and safe deposit boxes.

9. Cross train in Assistant Branch Manager role.

10. Assist in teller area as needed, processing member transactions including but not limited to deposits, withdrawals, transfers, money orders, cashiers’ checks and loan payments.

11. 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:

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 FCU 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.

• 3155 Millbranch Rd, Memphis, TN 38116, USA