Posted: Nov 20, 2024

Delivers exceptional member service that builds trust through expertise, responsive service, and support to deliver what is right for every member, while balancing the interest of the credit union. Supports the achievement of annual branch goals and objectives through proactive promotion of CFCU’s products and services, participation in branch campaigns, and actively seeking potential cross-sell and/or referral opportunities during interaction with members or non-members. Conducts interviews with members and provides information on the full range of loan, and deposit products and services to recommend tailored solutions to meet their needs and further relationships. Actively seeks sales opportunities to achieve individual sales and profitability goals with current members, new member prospects, or through obtaining referrals from existing relationships to assist in building the existing book of business.

Requirements:

• 3 - 4 years experience in a customer service or administrative role.
• 1 - 2 years experience in retail banking with a demonstrated strong ability to build member relationships.
• 2 – 4 years in retail lending/credit.
• Basic lending experience.

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