Inbound Personal Banker (Express Service Associate)

Space Coast Credit Union • Melbourne, FL

21d • $51,450 - $54,505 • Hybrid

About The Position

As the Express Service Associate at SCCU’s Baytree Headquarters, you will promote SCCU financial products by converting incoming and outbound calls from new and existing members into sales. You will provide outstanding service, explain products and services, address concerns, and guide members to appropriate solutions. The position offers hybrid and flexible schedule options, on-the-job training, and opportunities for internal career growth.

Requirements

• At least 1 to 3 years of experience in sales and customer service or consumer loan processing/interviewing.
• High school education plus additional coursework through vocational, technical, or business school, or equivalent experience.
• Obtain and maintain active NMLS registration and a unique identifier before performing mortgage loan originator activities, if those activities are performed; ongoing eligibility is subject to applicable registration and compliance requirements.
• Ability to obtain the required CUNA Mutual License within the first eight weeks of initial employment.

Nice To Haves

• Telephone sales experience preferred.
• Bilingual English/Spanish preferred.

Responsibilities

• Handle incoming and outgoing member calls, conduct loan interviews, assess member needs, and cross-sell SCCU products and services.
• Provide fast, friendly, effective service to members.
• Open new memberships and identify opportunities to add deposit products for existing members to support member retention and profitability.
• Analyze loan applications, credit bureau reports, and member account data to match members with appropriate products or services and maximize loans and add-on products.
• Enter loan or new-account applications in the loan origination system according to data-entry procedures and quality standards.
• Monitor pending applications, follow up, collect required documentation, and keep members informed during the loan or account process.
• Meet established productivity standards.
• Participate in regular product, system, and compliance training to maintain knowledge of policies, procedures, and product offerings.

Benefits

• Hybrid and flexible schedule options.
• On-the-job training and opportunities for internal promotions.
• Medical, dental, and vision insurance.
• Employee Assistance Program.
• 401(k) match (5%).
• HSA match.
• Employer-paid short- and long-term disability insurance and life insurance.
• Tuition reimbursement after one year of service.
• 20+ days of PTO, birthday PTO, and 11 federal holidays.
• Discounts on loans and credit cards, and no-fee SCCU accounts.
• Eligible for one SCCU annual bonus.
• Monthly commission.

What This Job Offers

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