Find & Apply For Financial Services Sales Agent Jobs in Glenmont, New York

Member Relationship Representative II Sunmark Credit Union - 2.8 Glenmont, NY Job Details Full-time $22 - $24 an hour 10 hours ago Qualifications Opening bank accounts Retirement account customer support Financial sales Financial services customer support Microsoft Excel Customer relationship building Microsoft Outlook Account maintenance Financial transaction processing Computer literacy Store closing procedures Greeting customers Promoting bank products Research High school diploma or GED Activity sales targets Certified Notary Public Assisting with digital banking services Handling account queries 1 year Promoting bank services Entry level Documentation reviews Full Job Description People Helping People, that is what Sunmark Credit Union is all about! Why join the Sunmark Squad? Sunmark is a local credit union with 89 years of history helping members build brighter financial futures. Our "Good Vibes" culture is built on meaningful relationships, community impact, and teamwork. When you join Sunmark, you will have the opportunity to support members with their financial needs, volunteer through our foundation team, and grow your career in a supportive environment. Our Glenmont, NY financial center is hiring!

Business Hours:

Monday & Tuesday 9am - 4:30pm, Wednesday 8am to 4:30pm, Thursday & Friday 9am to 6pm, Saturday 9am to 1pm. Employees are scheduled 36-40 hours per week with rotating Saturdays off. Actual shift may vary based on branch opening/closing/balancing needs. Training for this position will be at our Latham office. Starting pay, $22-24/hr based on experience. The primary purpose of this position is to provide legendary service to members by welcoming them to the financial center while providing information regarding our credit union services. Acts as a member liaison, supporting member convenience with all credit union technology available. Supports member transactions through use of Interactive Teller Machines as needed. Serves members by providing advanced consumer account information including IRA, Trust, Estate and Business accounts. Researches and solves member questions, problems, and complaints. Assist Management in maintaining our culture while achieving department sales goals. Conducts consumer account openings, secures required identification, explains all legal documents, and reviews documentation for accuracy. Achieves and maintains designation as Notary Public and provides notary services as requested. Candidates should have a high school graduate/equivalent or higher with a minimum of one year sales/customer service experience. Prior banking experience preferred. Ability to meet sales goals, strong attention to detail and communicate effectively. Computer proficiency within Microsoft Word, Excel and Outlook. NMLS license obtained within training period. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.