Universal Banker

Affinity Federal Credit Union•New Haven, CT

6d•$57,000 - $60,000•Onsite

About The Position

In order to continually provide our members with the highest level of service, Affinity FCU is seeking an experienced, results oriented and service focused individual to join our team of professionals at our branch location in New Haven, CT. Financial Services Consultants are responsible for delivering an exceptional member experience, build and deepening relationships, and helping consumer and small business members succeed financially. Successful candidate will engage members in conversation and ask questions to understand what’s most important to them to determine what product, service and/or digital options align with their needs making banking easier for them while helping to improve their overall wellbeing. Position will also be responsible for opening new accounts, enrolling new members in digital solutions during initial consultation, processing applications, resolving complex member issues and following up with members to ensure satisfaction and to improve their financial well-being. Successful candidate must be technologically savvy, especially as it relates to self-service options and keeps abreast of evolving consumer needs and trends. Additionally, candidate must adapt well to new or non-traditional environments and display a commitment to the community, to increasing member engagement and to Affinity’s corporate objectives.

Requirements

3 - 5 years banking experience in a platform role is required.
Successful candidate must possess excellent communication and interpersonal skills.
Previous sales experience is essential.

Nice To Haves

Prior CRM experience, preferably Salesforce, is desired.
Technologically savvy, especially as it relates to self-service options
Keeps abreast of evolving consumer needs and trends
Adapt well to new or non-traditional environments
Display a commitment to the community
Display a commitment to increasing member engagement
Display a commitment to Affinity’s corporate objectives

Responsibilities

Delivering an exceptional member experience
Building and deepening relationships
Helping consumer and small business members succeed financially
Engaging members in conversation and asking questions to understand their needs
Determining product, service, and/or digital options that align with member needs
Making banking easier for members
Helping to improve members' overall wellbeing
Opening new accounts
Enrolling new members in digital solutions during initial consultation
Processing applications
Resolving complex member issues
Following up with members to ensure satisfaction and to improve their financial well-being