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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: 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
Salary estimate
$94,000 – $126,000/yr
Provided by the employer.
Skills for this role
SalesCommunication
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About Orion FCU
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