Universal Banker

About the role

Affinity FCU is seeking an experienced, results-oriented, and service-focused individual to join our team at our branch location in Cedar Knolls, NJ. The role focuses on delivering exceptional member experiences, building relationships, and helping consumer and small business members succeed financially.

Responsibilities

• Engage members in conversation to understand their financial needs and recommend appropriate products, services, and digital solutions.
• Open new accounts and enroll members in digital solutions during initial consultations.
• Process applications and resolve complex member issues.
• Follow up with members to ensure satisfaction and improve their financial well-being.
• Stay current with evolving consumer needs, trends, and self-service banking technologies.
• Adapt to new or non-traditional environments and demonstrate commitment to community and corporate objectives.

Requirements

• 3–5 years of banking experience in a platform role.
• Excellent communication and interpersonal skills.
• Prior sales experience is essential.
• Bilingual (Spanish-speaking) is helpful but not required.

Preferred Qualifications

• Prior CRM experience, preferably Salesforce.

Pay

The starting salary range is $57,000–$60,000. Compensation will be determined based on years of relevant experience, industry experience, education, and other qualifying factors.

Benefits

• Competitive pay and target incentive.
• Full medical, dental, prescription, and vision coverage.
• Comprehensive wellness program and mental well-being support.
• Reproductive/family-building benefits for men and women.
• 401(k) plan with company match and profit sharing.
• Basic term life insurance coverage and flexible spending accounts.
• Identity protection and generous paid time off.
• Discounts on Affinity products and services.
• Paid time off for volunteering.
• Access to educational and developmental opportunities, including the Education Assistance Program.