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Posted: Sunday, December 11, 2016 12:19 AM


Job Code : 458
Division: Branches
Location: Guilford, CT
Job Type:Full time
Career Level:Some Experience
Education: High School or Equivalent

Job Description:

The New Account Representative is responsible for helping establish and attain sales and service goals and to promote membership growth through the expansion of member relationships under the supervision of the Branch Manager.A New Account Representative must provide outstanding service to all members and identify and find solutionsfor their financial needsby utilizing Connex’s advocacy process which consists of analyzing credit reports, developing budgets, and mapping out a plan for members. The position requires professionally connecting with members in a waythat will drive business to the branch with a focus on consumer loans.In addition, the position is responsible for maintaining a professional and efficient branch, with responsibilities including but not limited to:filling in for a branch manager during an absence, following all security protocol and fostering a positive work environment with fellow staff.

Job Requirements:

Delivers high quality service to members as defined by our Advocacy statements:
We will always work in your best interest
We will work with you to identify your financial needs and provide solutions to improve your life
We will be responsive to you and make your experience simpler, faster and friendlier
Drives loan volume within the branch by recognizing member needs and getting them in appropriate product
Work with member through entire loan process from application to closing
Performs preliminary reviews of member's financial status and effectively identifies member's needs and assists with attaining the member's financial goals
Serves as member’s point of contact point in all Credit Union matters
Researches and resolves member issues and takes ownership of thoseissues by resolving them personallythen follows up to ensure member satisfaction and resolution
Maintains and continually improves upon in depth knowledge of all credit union products, services, and procedures
Conducts daily outbound calls to new and prospective members in order build and expand relationships. Scheduled call nights may require after hour attendance
Assists with the appearance and professionalism of the branch
Adheres to all credit union policies and procedures and supports the culture of the organization

Interested applicants should send resume, cover letter, and salary requirements to

Connex Credit Union
Location: Branford, CT 06405

• Location: Branford, New Haven

• Post ID: 13181089 newhaven is an interactive computer service that enables access by multiple users and should not be treated as the publisher or speaker of any information provided by another information content provider. © 2017