Inbound Personal Banker (Express Service Associate)

Space Coast Credit Union

8d • 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 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.

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.

Nice To Haves

• Bilingual English/Creole/Spanish 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

• Medical, dental, and vision insurance, plus an Employee Assistance Program.
• 401(k) match (5%)
• HSA match
• SCCU-paid insurance (short/long-term disability, life insurance).
• Tuition reimbursement after one year of service.
• 20+ days of PTO
• birthday PTO
• 11 federal holidays.
• 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