Job Description

Member Onboarding Banking Specialist CUNJ

Join to apply for the Member Onboarding Banking Specialist CUNJ role at CrossState Credit Union Association .

About the Role

The Member Onboarding Banking Specialist is responsible for managing the onboarding process for new members, including opening accounts, processing loans, and providing excellent member service. The role involves active marketing of products, supporting the loan department, and participating in community outreach activities.

Location

Ewing, NJ

Responsibilities Include, But Not Limited To

• Operate computer systems to open accounts, access account information, and update member records.
• Market and cross-sell credit union products and services to members.
• Follow up on referral leads to generate new business.
• Assist in preparing credit information for establishing credit limits.
• Support loan department activities, including online application approvals.
• Participate in outreach events and manage onboarding communications.
• Utilize onboarding tools and processes to complete scheduled onboarding events.
• Upsell Payment Protection products and track product pipeline in CRM.
• Participate in regulatory and credit union training programs.
• Assist with branch coverage and other duties as assigned.

Minimum Requirements

• High school diploma or GED, or equivalent experience.
• Strong analytical, organizational, and interpersonal skills.
• Outbound sales calling experience.
• FICEP Certification, Notary Public, and NMLS licensing.

Benefits

Our benefits package includes medical, dental, vision insurance, 401(k) with company match, life and disability insurance, flexible spending accounts, paid time off, holidays, continuous training, credit union membership, employee discounts, and community outreach opportunities.

Additional Details

This position requires availability during Credit Union operating hours and may be transferred to another office within the region as needed. Staffing is periodically adjusted based on business needs.

Employment Details

• Seniority level: Entry level
• Type: Full-time
• Job function: Management and Manufacturing
• Industry: Non-profit Organizations

Job Tags

Similar Jobs