Inbound Personal Banker; Express Service Associate

Job Category: Team Member

Requisition Number: INBOU
003938

• Full-Time
• Hybrid

Showing 1 location

BAYTREE HEADQUARTERS
8045 North Wickham Road
Melbourne, FL 32940, USA

At
Space Coast Credit Union (SCCU), our members are at the heart of everything we do. Since 1951, we’ve been committed to delivering financial services founded on integrity and a people-first philosophy.

As the Express Service Associate at our Baytree Headquarters, you will promote SCCU’s financial products by converting incoming and outbound calls from new and existing members into closed sales by providing outstanding service, product and service information, addressing concerns and guiding members to the right fit product.

Why Join SCCU?

• Member-Focused Mission
  :
  Be part of a not-for-profit organization that reinvests in its members.
• Hybrid & Flexible Schedule Options
• Career Growth
  :
  We prioritize internal promotions and offer on-the-job training.

• Handle outgoing and incoming member phone calls, conduct loan interviews, assesses member needs, and cross sells other SCCU products and services. Provide fast, friendly, effective service to the members.
• Opens new memberships and looks for opportunities to add-on deposit products for existing members to ensure the retention and profitability of members.
• Analyzes loan applications, credit bureau reports and member account data to match the member to the appropriate product or service and maximize loan and add-on.
• Enters the loan or new account application in the loan origination system in accordance with required data entry procedures to meet established quality standards. Monitors pipeline to follow up on pending applications, collects required documentation, and keeps members informed throughout the loan/account process.
• Meets established productivity standards to ensure efficiency.
• Participates in regular product, system, and compliance training to maintain knowledge of changes in policies, procedures, and product offerings.

Minimum 1 to 3 years prior experience in sales and customer service or consumer loan processing/interviewing. Telephone sales preferred.

• High School plus additional course work gained through attendance at vocational, technical or business school or equivalent experience.
• This position requires federal registration with the Nationwide Multistate Licensing System and Registry (NMLS) if the Team Member performs mortgage loan originator activities, including taking residential mortgage loan applications or offering/negotiating residential mortgage loan terms. The Team Member must obtain and maintain active NMLS registration and a unique identifier before performing MLO activities. Continued eligibility to perform MLO duties is subject to satisfactory completion of applicable NMLS registration requirements, including required background check review, fingerprinting, renewal, and ongoing compliance obligations.
  
  Failure to obtain or maintain required NMLS registration may result in removal from MLO duties and may lead to further employment action, consistent with SCCU policy and applicable law.

You must have the ability to obtain CUNA Mutual licensing within the first eight weeks of initial employment. The CUNA Mutual License is required for this position.

• Starting Salary: $24.74 - $26.20/hour or $51,450 - $54,505/year plus monthly commission
• Bonus Opportunity: Eligible for ONE SCCU Annual Bonus.

• Monday – Friday: 8:00 a.m.
  
  - 7:00 p.m.
• Rotating Saturdays: 9:00 a.m.
  
  - 3:00 p.m.
• Health & Wellness: Medical, dental, and vision insurance, plus an Employee Assistance Program.
• Financial Perks: 40…