Member Relationship Representative

Beginnings Credit Union • Cortland, NY

15h • Onsite

About The Position

Beginnings Credit Union is seeking an experienced Member Relationship Representative to develop and deepen relationships with new and existing members. This role involves providing exemplary service, proactively identifying member needs, and delivering transactional, educational, and cross-sale solutions. The ideal candidate will possess a strong understanding of and ability to execute policies and procedures related to consumer, business, and special accounts.

Requirements

• One year to three years of similar or related experience.
• Proven sales ability.
• Strong verbal and written communication skills.
• Courtesy, tact, and diplomacy are essential elements of the job.
• Ability to work independently as well as successfully in a team environment.
• Working knowledge of regulations relating to all Credit Union products and services (Reg E, Reg CC, Reg D, Reg DD).
• Ability to use windows software, computer keyboard and mouse, email, ShoreTel phone system, calculator, scanner, fax and copy machine.
• Applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.

Nice To Haves

• There are 3 progression levels to Member Relationship Representative position. If a candidate possesses other skills than what's listed above, they will be considered for other levels and the new pay ranges will be disclosed.

Responsibilities

• Assist members and potential members with their financial needs by promoting and selling Beginnings deposit products and services.
• Identify cross-sell opportunities and cross-sell Beginnings deposit and lending products and services to members through various communication channels (in person, telephone, email).
• Make qualified referrals to Wealth Management, Mortgage, and Business Lending as appropriate.
• Support and fill in on the teller line as needed.
• Identify and act on opportunities to educate members on products and services that can improve their financial position.
• Achieve or exceed individual and branch sales goals as assigned.
• Actively participate in the Sales Incentive Program, contributing to team and organizational sales goals.
• Perform other related duties as assigned.

What This Job Offers

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