Under general supervision, but following established policies and procedures, provides a variety of sales and service functions such as providing information on all Credit Union services by phone, email or mail and effectively cross-selling the products and services that meet the member’s specific needs. Responds to questions and / or provides information, processes requests / transactions as appropriate and assists members and potential members in understanding and utilizing Credit Union products and services.
Requirements
High school diploma or equivalent (GED), Associate's degree preferred. Minimum of two years lending experience required. Possess strong interpersonal, sales and member service skills. Ability to communicate effectively verbally and in writing. Must be detail oriented, goal driven, and self-motivated. Must be a team player who is flexible and dependable. Functional knowledge of Microsoft Office suite of products. Ability to perform routine mathematical calculations