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This position can be located at any Affinity Credit Union location.
Job Purpose
Performs sales, generates leads, resolves member issues and provides support for consumer and business members through a variety of technology-enabled means (chat, live video, etc.). Resolves Tier I technology problems and refers more complex requests to other units. Drives product sales, cross-selling, referrals and provides warm hand-offs to Specialists. Educates members on self-serve and digital channels. As assigned, delivers outbound calling to deepen member relationships and/or to initiate sales discussions.
Working Conditions
This team serves our members needs 7 days a week. This position works a Monday to Friday.
Minimum Qualifications
- Post-secondary diploma or degree in a related field or an equivalent combination of education and experience
- Ability to provide member centric financial advice and resolutions for a broad range of financial products and services
- Intermediate knowledge of Affinity Credit Unions products and services
- Experience with using a broad range of digital channels and devices (i.e. online services, mobile applications, smartphones, tablets, etc.)
Security and Safety
- Bondable
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