Financial Services Representative

7 days ago


Bronx, New York, United States USALLIANCE Financial Full time
About Us:

USALLIANCE Financial is a leading provider of innovative financial solutions, dedicated to making a positive impact on the lives of our members and community. Our team is passionate about delivering exceptional member experiences and forming lasting relationships with our members and partners.

We are seeking a skilled Relationship Banker I to join our team, responsible for delivering exceptional member experiences, implementing our sales and service standards by offering products and services to improve our members' financial position. As a key member of our team, you will represent USALLIANCE in the community and form lasting relationships with our members and partners.

Key Responsibilities:
  • Promptly and accurately perform member transactions and requests, via in person and on the phone, including but not limited to balance inquiries, deposits, withdrawals, funds transfers, loan payments and setting up online and mobile banking, and submitting new membership and loan applications.
  • Demonstrate a knowledge of Credit Union products, services, policies, and procedures, including promotions and special offers, during member and employee interactions.
  • Offer additional support to our Call Center when needed.
  • Demonstrate working knowledge and understanding of the Credit Union's sales and service standards, and cross-sell Credit Union products and services during every eligible member interaction.
  • Maintain the privacy and confidentiality of Credit Union members and employee account and business information. Identify and communicate areas for continual improvement of business processes to support efficiency.
  • Participate in branch outreach events and be an ambassador of USALLIANCE by participating in local community and SEG events.
  • Travel to other branch locations as needed.
  • Assist with vault / ATM custodian role.
  • Saturdays are required.


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