Senior Branch Representative

Job Description

Job Description

As a Member Financial Specialist, you’ll help UNIFY’s credit union members safeguard their assets!

At UNIFY, you matter and are supported, because your success is integral in the overall success of the team and experience of our members.

Our members are the priority. As a Credit Union we are not driven by profit margins and stock prices (like other financial institutions…).

We are all about making sure that our members get the knowledge and assistance they need. The Member Financial Specialists work directly with members to do just that!

Daily, you will

• Listen to understand members’ needs.
• Resolve member issues regarding their existing financial products (checking, savings, credit cards, loans, etc.).
• Provide solutions based on training and available resources.
• Build upon concepts and become a trusted expert.
• Have passion to help and compassion to understand.
• Work in various platforms within the branch.

What you will get from us :

What we need from you :

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Overview :

UNIFY Financial Credit Union is one of the nation’s largest 100 credit unions with a reputation for being financially sound and growth-oriented. We’re expanding rapidly to meet the needs of a growing member base. At UNIFY, our team members work together to strive toward a common goal, “providing superior service to our members.” In doing so, we promote a culture where your ideas matter, your growth matters, and you matter. We encourage all team members to challenge and encourage themselves and their teammates to work smarter and to be more successful

Summary :

The Member Financial Specialist is a key branch team member that will perform both service and sales activities.

MFS’s will identify opportunities and take actions to expand our memberships, shares and consumer loan growth, through outbound calling, profiling members and generating internal referrals. MFS’s will also enhance existing relationships with credit union members in the branch by identifying financial needs and recommending convenient, efficient, and thoughtful financial solutions. This role will assist our members with all products, including Consumer and Real Estate loans, general inquiries, recommending self-service technologies, and processing standard credit union transactions such as deposits and check cashing as needed.

Successful candidates should have a working knowledge of sales and member service practices and procedures in a financial institution.

Essential Duties & Responsibilities :

Required Skills :

Qualifications :

See the UNIFY Difference!

At UNIFY, we believe that each team member is a valued contributor. Through a teamwork approach, we strive to provide a positive and rewarding workplace that helps our team succeed. UNIFY provides a work environment which promotes learning, growth, and the opportunity for team members to challenge themselves.

Competitive Compensation and Excellent Benefits Package

Medical (PPO / HMO), Prescription, Dental (PPO / DMO), Vision, Life, and Short- and Long-Term Disability Insurance

Dependent and Medical Care - Flexible Spending Accounts

Vacation, Sick, Personal and Holiday Pay

401(K) Plan with employer match

Education reimbursement for approved programs

UNIFY banking privileges for you and your family

An offer of employment is conditioned upon complying with UNIFY's requirements including, but not limited to, signing a consent to conduct a background investigation.

UNIFY is proud to be a drug-free, EOE including disability / vets. For more information on UNIFY, visit us at www.unifyfcu.com

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