About this role
• Embody the Credit Union's core values of Trust, Integrity, Teamwork and Making a Difference and model these values in all daily activity. • Using consultative selling techniques, analyzes and provides solutions for members' financial needs and makes sales referrals to specialized areas of the credit union based on perceived and unperceived needs. • Meet and/or exceed sales goals as established by the branch management. • Open new membership accounts and business accounts. Make member directed modifications to accounts. • Stay abreast of all products and services features and benefits and the compliance and regulatory requirements of each so as have informed, professional discussions with members and potential members. • Keep up to date on all consumer lending products (including home equity) including experience with reading, understanding, and interpreting credit reports. • Process member paying and receiving transactions. • Proactively makes outbound sales calls to inform members about a wide variety of financial services solutions that will meet their needs and deepen the member experience and relationship. • When needed, represent the credit union at community events and be available to local businesses within the community when asked to do so. • Present a professional image in dress, speech, behavior, and attitude to create a positive first impression. • Complete other projects and/or responsibilities as added at manager's discretion. • Comply with applicable laws and regulations, including but not limited to: OSHA, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.
SKILLS AND COMPETENCIES Able to cross-sell members and potential members on credit union products and services Excellent communication, customer service, and interpersonal skills Professional demeanor Strong attention to detail Effective follow-up to common inquiries and issues Ability to work with mathematical concepts in practical situations Intermediate level of data base systems along with WORD products