Member Development Specialist Sunmark Credit Union - 2.8 Latham, NY Job Details $70,000 - $77,000 a year 3 hours ago Benefits Opportunities for advancement Qualifications Opening bank accounts Financial sales Financial services customer support Customer relationship building Computer literacy Promoting bank products Account development Client relationship development High school diploma or GED Cross-selling Customer engagement Financial product expertise Phone canvassing Credit history review Credit report review Meeting or exceeding sales goals Computer skills Outbound calling Customer support for financial loans Credit report analysis Account management Customer interaction during outreach Conducting sales calls Entry level Financial compliance 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 making a big difference in our community. We strive to build financial futures through our "Good Vibes" culture. As a team member, you will find satisfaction in your career by assisting with our members finances, volunteering through our foundation team, and career growth opportunities. As a Member Development Specialist, you will enhance member relationships by offering Sunmark's products and services, via outbound calling, to members and non-members. Typical hours are Monday-Friday, 8:30-5pm with occasional Saturday, as needed. This position is eligible for a hybrid schedule after training period, up to 2 days/week, upon management approval. Starting pay for this position is $70-77k based on experience. Cultivate, develop, and maintain relationships with members by offering information regarding credit union services and programs, to increase product penetration and loan portfolio. Seeks to attain established goals on key products as assigned. Consult with applicants on the various credit union products and services. Assist the applicant to choose the products and services best suited for them. Interviews member and loan applicants informing them of current rates, policy requirements, and the lending services offered by the credit union. Ensures account and loan applications are properly completed. Identify and solicit opportunities to build relationships. Leverage these opportunities with a goal of increasing products per member within your book of business. Use credit bureau reports and other types of reports with the intent of maximizing member relationships and cross sell opportunities. Coordinate with the call center staff to ensure proper loan and account funding and documentation, and resolve any member service issues while ensuring compliance guidelines. Assist Credit Manager in creating and maintaining a sales culture. Provides Wow! Service in each interaction. Opens various types of accounts; accepts applications for membership and ensures all necessary signatures are obtained. Maintains records and reports to supervisor as requested. Candidates should have a high school diploma/GED equivalent or higher with a minimum of 1-year banking or demonstrated sales and relationship ability experience. Ability to have a professional and positive attitude. Strong attention to detail, computer proficiency to multitask within a busy lending center. 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.