Inbound Personal Banker (Express Service Associate)

SCCU Career • Melbourne, FL

3d • Hybrid

About The Position

At Space Coast Credit Union (SCCU) , our members are at the heart of everything we do. Since 1951, we’ve been committed to delivering financial services founded on integrity and a people-first philosophy. As the Express Service Associate at our Baytree Headquarters or Miramar Operations Center, you will promote SCCU’s financial products by converting inbound and outbound member calls into successful sales, providing exceptional service, delivering accurate product information, addressing inquiries, and guiding members to the most suitable solutions. Why Join SCCU? Member-Focused Mission : Be part of a not-for-profit organization that reinvests in its members. Hybrid & Flexible Schedule Options Career Growth : We prioritize internal promotions and offer on-the-job training.

Requirements

• Minimum 1 to 3 years prior experience in sales and customer service or consumer loan processing/interviewing.
• Telephone sales preferred.
• High School plus additional course work gained through attendance at vocational, technical or business school or equivalent experience.
• Bilingual English/Spanish Required

Nice To Haves

• Telephone sales preferred.

Responsibilities

• Handle outgoing and incoming member phone calls, conduct loan interviews, assesses member needs, and cross sells other SCCU products and services.
• Provide fast, friendly, effective service to the members.
• Opens new memberships and looks for opportunities to add-on deposit products for existing members to ensure the retention and profitability of members.
• Analyzes loan applications, credit bureau reports and member account data to match the member to the appropriate product or service and maximize loan and add-on.
• Enters the loan or new account application in the loan origination system in accordance with required data entry procedures to meet established quality standards.
• Monitors pipeline to follow up on pending applications, collects required documentation, and keeps members informed throughout the loan/account process.
• Meets established productivity standards to ensure efficiency.
• Participates in regular product, system, and compliance training to maintain knowledge of changes in policies, procedures, and product offerings.

Benefits

• Health & Wellness: Medical, dental, and vision insurance, plus an Employee Assistance Program.
• Financial Perks: 401(k) match (5%), HSA match, and SCCU-paid insurance (short/long-term disability, life insurance).
• Education Support: Tuition reimbursement after one year of service.
• Generous Time Off: 20+ days of PTO, birthday PTO, and 11 federal holidays.
• Exclusive Discounts: Lower rates on loans, credit cards, and no fee SCCU accounts!

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED