Inbound Personal Banker ( 2nd Shift Express Service Associate)

Space Coast Credit Union•Melbourne, FL

1d•Hybrid

About The Position

As the Express Service Associate at our Baytree Headquarters, 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.
Bilingual English/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.