NuMark Credit Union ยท 2 days ago
Universal Service Representative
NuMark Credit Union is dedicated to enriching the financial lives of its members, and they are seeking a Universal Service Representative to provide exceptional service and support to customers. This role involves building member relationships, achieving sales goals, processing loan applications, and ensuring confidentiality of member information.
CreditFinanceFinancial ServicesNon Profit
Responsibilities
Build member relationships by providing exceptional service and using open-ended questions to determine where they are in their financial life-cycle
With full knowledge of NuMark products, achieve sales goals by understanding member situations/aspirations, offer products to meet needs, and continually strive to exceed member expectations
Open various types of accounts and communicate with other departments to cross-sell products, such as loans
Process loan applications and handle disbursals & closings for various types of loans, including consumer and home equity
Accurately handle cash and non-cash transactions and balance cash drawers
Ensure confidentiality of member information in every situation
Contact prospective and existing members to solicit new business by email or phone to meet specific goals
Routinely maintain accounts according to member requests
Qualification
Required
Ability to effectively upsell and cross-sell products and services
Ability to obtain NMLS number
Desire to develop sales skills
Desire for continual professional development
Effective communication skills
High school diploma
Cash handling experience
Willingness and ability to substitute at other local branches if necessary
Preferred
A minimum of three years of credit union or banking teller experience is preferred
Consumer lending experience preferred
Benefits
Several plans from Blue Cross Blue Shield (HMO, Options or PPO)
Dental
Vision
3 weeks of Paid Time Off
Paid Holidays Off
Company Lunches and Parties
Birthday Holidays
Life Insurance (Company Paid)
Short and Long Term Disability (Company Reimbursed)
401(k) Savings Plan with Company Match & Profit Sharing
Flex Spending Account
Accident Insurance Plans
Education Reimbursement for Bachelor or Master's Degrees
Employee Assistance Program
Paid Community Volunteer Time
Career Advancement Opportunities
Company
NuMark Credit Union
NuMark Credit Union is a full-service not-for-profit financial institution.
Funding
Current Stage
Growth StageRecent News
2025-04-28
2025-04-24
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