Universal Service Representative jobs in United States
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NuMark Credit Union · 22 hours ago

Universal Service Representative

NuMark Credit Union is dedicated to enriching the financial lives of its members and is seeking a Universal Service Representative. In this role, you will build member relationships, provide exceptional service, and offer financial products to meet their needs while achieving sales goals.

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

UpsellingCross-sellingConsumer lendingCash handlingSales skills developmentNMLS numberEffective communication

Required

Ability to effectively upsell and cross-sell products and services
High school diploma
Effective communication skills
Cash handling experience
Willingness and ability to substitute at other local branches if necessary
Ability to obtain NMLS number

Preferred

A minimum of three years of credit union or banking teller experience is preferred
Consumer lending experience preferred
Desire to develop sales skills
Desire for continual professional development

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

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NuMark Credit Union is a full-service not-for-profit financial institution.

Funding

Current Stage
Growth Stage

Leadership Team

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Jessica Mellen
Chief Operations Officer
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Company data provided by crunchbase