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About the Role
Perform duties related to member services and sales production, conducting member conversations; Select Employer Groups development and business expansion. Complete standard teller transactions accurately and provide information on all products and services to members in a timely, courteous, and efficient manner.
Responsibilities
- Conduct member conversations
- Select Employer Groups development and business expansion
- Complete standard teller transactions accurately
- Provide information on all products and services to members
Requirements
- Minimum of 1 year of retail sales and service experience
- Successful completion of Kinecta Internal certification programs (Level I and Level II)
- One year of relevant professional-level work experience may be substituted for one year of required education
Skills
- Knowledge of features and benefits of Credit Union products and services
- Ability to solicit, explain, and discuss products and services with members
- Ability to execute corporate sales training programs to fulfill member needs
- Ability to train members of the sales team
- Strong communication skills (written and orally)
- Basic computer skills for data entry and correspondence
- Effective interpersonal skills
- Strong cash handling/customer/member service skills
- Ability to analyze members’ financial needs
- Ability to provide information and/or data to demonstrate product and service benefits
- Ability to listen, observe and interpret people and situations
- Ability to analyze and solve problems
- Ability to interact with staff, members and others
- Ability to learn and apply new information or skills
- Ability to perform highly detailed work on multiple, concurrent tasks
- Ability to use math and apply mathematical reasoning and abstract statistical concepts
Experience Level
- 1 year of retail sales and service experience