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Job Summary: Drives member relationships through a consultative sales process by identifying ways to make or save the member money on their financial services needs.
Essential Functions and Responsibilities:
Provides an amazing member experience each and every time
Works with existing members to create a personalized suite of Credit Union products to meet the member’s needs
Collaborates with the Branch Manager creating a strategic plan to grow the branch’s deposit and loan volume
Develops and secures new consumer loan opportunities through member lobby engagement and outbound calling techniques
Opens deposit accounts such as CD’s, IRA’s and other credit union deposit investments
Cross sells other credit union products such as mortgages, merchant services and business lending
Adheres to regulatory and legal compliance within the Branch
May assist with branch audits and other related branch projects as directed
Bachelor’s degree in business, finance, marketing or other related discipline preferred
High school degree required
3 years of financial services member facing experience, preference given to those in previous sales roles
Proven track record of achieving/exceeding sales goals
Good understanding of Consumer and Mortgage Lending
Superb follow-through and organization techniques
We are the largest faith based credit union in Ohio. We are growing within the state of Ohio, providing opportunity for our employees to develop with our company. Our employees are truly appreciated and valued. We have been in business for over 60 years as a full-service financial institution.
Company address: 13623 Rockside Road Garfield Heights, OH 44125
Posted date: 2 months ago