Universal Banker

Affinity Federal Credit Union•Bardonia, NY

6h•Onsite

About The Position

Affinity FCU is seeking an experienced, results-oriented, and service-focused individual to join their team at a branch location in Bardonia, NY. The role of a Financial Services Consultant (Universal Banker) involves delivering an exceptional member experience, building and deepening relationships, and helping consumer and small business members achieve financial success. This includes engaging members in conversation to understand their needs, determining suitable products, services, and digital options, opening new accounts, enrolling members in digital solutions, processing applications, resolving complex member issues, and following up to ensure satisfaction and improve financial well-being. The successful candidate must be technologically savvy, especially with self-service options, stay updated on evolving consumer needs and trends, adapt to new environments, and demonstrate a commitment to the community, member engagement, and Affinity’s corporate objectives.

Requirements

3 - 5 years banking experience in a platform role
Excellent communication and interpersonal skills
Previous sales experience
Technologically savvy, especially as it relates to self-service options
Keeps abreast of evolving consumer needs and trends
Adapts well to new or non-traditional environments
Display a commitment to the community, to increasing member engagement and to Affinity’s corporate objectives

Nice To Haves

Prior CRM experience, preferably Salesforce

Responsibilities

Deliver an exceptional member experience
Build and deepen relationships
Help consumer and small business members succeed financially
Engage members in conversation and ask questions to understand what’s most important to them
Determine what product, service and/or digital options align with member needs
Open new accounts
Enroll new members in digital solutions during initial consultation
Process applications
Resolve complex member issues
Follow up with members to ensure satisfaction and to improve their financial well-being