Loan and New Account Sales Professional
7 days ago
We are seeking a highly motivated and detail-oriented Loan and New Account Sales Assistant to join our team at First Northern Credit Union. As a key member of our Financial Services Department, you will provide exceptional member service, support internal sales efforts, and contribute to the growth and success of our organization.
Key Responsibilities- Provide internal sales support to the Financial Services Department, ensuring seamless communication and collaboration with team members.
- Deliver outstanding member service, responding to inquiries, resolving issues, and exceeding customer expectations.
- Multi-task and manage various channels, including online, phone, in-person, mail, fax, and other communication methods.
- Analyze and report on lending applications, new account openings, and onboarding processes, ensuring accuracy and timeliness.
- Audit, input, and process new member welcome packets, onboarding campaigns, loan applications, and other critical documents.
- Prepare and deliver Truth-in-Lending initial disclosures, Adverse Action Notices, and other essential documents.
- Assist with internet sales channel coordination, monitoring application queues, assigning applications, reviewing third-party reports, and processing applications.
- Stay up-to-date on First Northern's consumer/personal banking deposit and loan products and services, providing expert knowledge to members.
- Refer members to personal bankers for new products and services, fostering a culture of cross-selling and upselling.
- Perform administrative, clerical, and data entry tasks, including filing, mailing, scanning, and other duties as assigned.
- High school diploma or equivalent required; banking/financial services experience preferred.
- Excellent communication and interpersonal skills, with the ability to work effectively with diverse groups.
- Proficient in Microsoft Office, including Outlook, Excel, Word, and other essential software.
- Bilingual (English/Spanish) a plus, but not required.
First Northern Credit Union is a dynamic organization with a strong commitment to growth, innovation, and member satisfaction. We offer a competitive compensation package, including a salary of $40,000 per year, and a comprehensive benefits program. If you are a motivated and customer-focused individual looking for a challenging and rewarding career opportunity, we encourage you to apply.
EOE. Drug-free environment. M/F/D/V.
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