Description
The role creates and manages customer experience by determining account and service needs, driving sales through service, and assisting customers with routine and complex financial transactions such as account openings, deposits, withdrawals, and loan applications. The incumbent also cross-sells credit union products, handles cash, uses multiple banking systems, maintains compliance and confidentiality, and develops customer and business-partner relationships. The position requires at least two years of sales and face-to-face customer service experience, a high school diploma or equivalency, and the ability to work Saturdays.
