Inbound Member Sales Specialist

Sunmark Credit Union • Latham, NY

5d • Hybrid

About The Position

Sunmark Credit Union is hiring an Inbound Member Sales Specialist to help members who contact the credit union for support. The role uses consultative, needs-based conversations to identify members’ needs, recommend tailored financial solutions, assist with consumer loan requests, open deposit accounts, and explain options that align with members’ goals. The specialist also develops member relationships through referrals to wealth management, insurance, business services, and commercial lending; promotes digital banking and self-service tools; and works with branches, lending, marketing, business services, and digital partners to provide seamless member support. The position requires adherence to policies, procedures, regulatory requirements, and accurate documentation practices.

Starting pay is $26–$28 per hour, based on experience. Business hours are Monday–Wednesday, 8 a.m.–5 p.m.; Thursday–Friday, 8 a.m.–6 p.m.; and Saturday, 9 a.m.–1 p.m. Saturday shifts rotate based on department needs. After the training period, the role is eligible for a hybrid schedule of up to two days per week.

Requirements

• At least 3 years of experience in financial services, lending, relationship management, or consultative sales.
• Strong knowledge of consumer lending products, including auto and personal loans.
• Relationship-driven, member-first approach and ability to uncover needs and recommend tailored solutions.
• Excellent communication, virtual presentation, and digital service skills.
• Confidence managing complex conversations, multiple priorities, and performance goals professionally.

Responsibilities

• Identify members’ needs and recommend tailored financial solutions through inbound, needs-based sales conversations.
• Assist with consumer loan requests and open deposit accounts.
• Educate members about options that fit their financial goals.
• Develop member relationships and make referrals to wealth management, insurance, business services, and commercial lending.
• Promote digital banking tools, self-service options, and a consistent virtual experience.
• Collaborate with branches, lending, marketing, business services, and digital partners to provide seamless member support.
• Follow policies, procedures, and regulatory requirements, and maintain accurate documentation.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed