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CUNA Mutual
- Poughkeepsie, NY / Albany, NY / Kingston, NY / 1 more...
Serve as the key point of contact with assigned credit unions, continually enhancing and building upon overall business relationship with assigned credit unions as measured through new sales, retention, account growth, and increased product penetration, in addition to non financial metrics Gather detailed information about accounts, analyze and prioritize information resulting in the development o
Posted 12 days ago
Serve Your Clients Cultivate strong relationships with members by consistently using the prescribed sales process. Cultivate strong working relationships and trust among credit union staff by conducting regular staff training, attendance/participation at credit union staff meetings and functions and sending referrals back to the Credit Union. Meet or exceed credit union cross selling goals as esta
Posted 23 days ago
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