Universal Service Representative Float
About The Position
As a Universal Service Representative, you will act as a "jack of all trades" with the vast amount of financial knowledge that you bring to the table. You will not only represent the heart of NuMark Credit Union by offering products and services that meet our member's (customer's) financial needs, but you will also perform supervised lending activities, becoming a trusted partner in making dreams a reality. The schedule for this position is Monday-Saturday, requiring availability for Saturday. Employees are required to work Monday-Saturday with one day off during the week. The Credit Union is always closed on Sundays.
Requirements
- Ability to effectively upsell and cross-sell products and services.
- A minimum of three years of credit union or banking teller experience is preferred.
- Consumer lending experience preferred.
- Ability to obtain NMLS number.
- Desire to develop sales skills.
- Desire for continual professional development.
- Effective communication skills.
- High school diploma.
- Cash handling experience.
- Willingness and ability to substitute at other local branches if necessary.
Responsibilities
- Build member relationships by providing exceptional service and using open-ended questions to determine where they are in their financial life-cycle.
- Achieve sales goals by understanding member situations/aspirations, offer products to meet needs, and continually strive to exceed member expectations.
- Open various types of accounts and communicate with other departments to cross-sell products, such as loans.
- Process loan applications and handle disbursals & closings for various types of loans, including consumer and home equity.
- Accurately handle cash and non-cash transactions and balance cash drawers.
- Ensure confidentiality of member information in every situation.
- Contact prospective and existing members to solicit new business by email or phone to meet specific goals.
- Routinely maintain accounts according to member requests.
Benefits
- Blue Cross Blue Shield (HMO, Options or PPO)
- Dental
- Vision
- 3 weeks of Paid Time Off
- Paid Holidays Off
- Company Lunches and Parties
- Birthday Holidays
- Life Insurance (Company Paid)
- Short and Long Term Disability (Company Reimbursed)
- 401(k) Savings Plan with Company Match & Profit Sharing
- Flex Spending Account
- Accident Insurance Plans
- Education Reimbursement for Bachelor or Master's Degrees
- Employee Assistance Program
- Paid Community Volunteer Time
- Career Advancement Opportunities
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
