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Jobs at Orion Financial (Now Hiring) — 8 open

Orion Financial logoOrion Financial

Universal Banker - Kate Bond

Memphis, Tennessee, United States · On-site

Mid level$2M raised

POSITION PURPOSE To assist members with all financial needs. To provide excellent service to members while promoting CU product features and benefits to potential and current membership. To assist branch leader with reac…

Skills: Communication Skills, Organization Skills, Attention To Detail, Multitasking, Financial Sales

Orion Financial logoOrion Financial

Branch Manager - Southaven

On-site

Senior$2M raised

POSITION PURPOSE Guide and manage branch office in providing quality service to members in account transactions, loan applications, and new account. Exhibit proficient and service oriented problem solving skills within e…

Skills: Leadership, Supervisory Skills, Financial Sales, Branch Operations, Relationship Building

Orion Financial logoOrion Financial

Universal Banker - Southaven

On-site

Mid level$2M raised

POSITION PURPOSE To assist members with all of their financial needs while delivering an exceptional member experience. This role serves as a trusted financial resource by promoting Credit Union products and services, bu…

Skills: Relationship Building, Financial Needs Analysis, Loan Processing, Community Outreach, Customer Service

Orion Financial logoOrion Financial

Universal Banker - White Station

Memphis, Tennessee, United States · On-site

Mid level$2M raised

POSITION PURPOSE To assist members with all financial needs. To provide excellent service to members while promoting CU product features and benefits to potential and current membership. To assist branch leader with reac…

Skills: Customer Service, Loan Processing, Sales, Financial Analysis, Communication

Orion Financial logoOrion Financial

Universal Banker - Collierville

Collierville, Tennessee, United States · On-site

Mid level$2M raised

POSITION PURPOSE To assist members with all financial needs. To provide excellent service to members while promoting CU product features and benefits to potential and current membership. To assist branch leader with reac…

Skills: Communication Skills, Organization Skills, Attention To Detail, Multitasking, Financial Sales

Orion Financial logoOrion Financial

Bilingual Revenue Assurance Agent II

Memphis, Tennessee, United States · On-site

Mid level$2M raised

POSITION PURPOSE Responsible for performing collection activities associated with various delinquent accounts. Reviews delinquent accounts, determines probable reasons for account status, and contacts clients to resolve …

Skills: Collections, Debt Recovery, Skip Tracing, Credit Bureau Reporting, Bankruptcy Knowledge

Orion Financial logoOrion Financial

Operations Manager - Medical District

Memphis, Tennessee, United States · On-site

Mid level$2M raised

POSITION PURPOSE Under the direction of the Branch Manager, lead and manage branch office in providing quality service to members in account transactions, loan applications, and new accounts. Effectively manage and coach…

Skills: Leadership, Sales, Supervisory Skills, Cash Handling, Loan Processing

Orion Financial logoOrion Financial

Member Service Representative I - Member Connect

Memphis, Tennessee, United States · Hybrid

Mid level$2M raised

POSITION PURPOSE Provide excellent member service by effectively and accurately resolving issues, providing information on member accounts and/or credit union products and services through phone channels. Consistently de…

Skills: Customer Service, Verbal Communication, Written Communication, Problem Solving, Attention To Detail

Orion Financial logo

Universal Banker - Kate Bond

Orion Financial

Memphis, Tennessee, United States • On-site

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Mid level

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  • Full-time
  • high school
  • Posted 10d ago
  • ~40 hrs/week

Responsibilities

Assist members with financial needs by providing excellent service and promoting credit union products and services. Support branch leadership in achieving sales goals and perform teller duties as needed.

Requirements

Requires a high school diploma or equivalent, with some college preferred. Candidates must have three years of experience in a financial institution, lending, or sales environment.

Full job description

POSITION PURPOSE

 

To assist members with all financial needs. To provide excellent service to members while promoting CU product features and benefits to potential and current membership. To assist branch leader with reaching all sales goals set for the branch. To be a sales leader flexible to move among branches as needed.

 

 

ESSENTIAL FUNCTIONS AND BASIC DUTIES

 

1. Greet and welcome members to the credit union in a courteous, professional and timely manner, providing prompt, excellent service and accurate member transactions.

 

2. Interviews potential loan and new member applicants to collect and enter loan information and uncover any additional needs.

 

3. Assist with ongoing marketing campaigns and sales promotions within the branch to increase sales volume.

 

4. Seek additional opportunities to service each member financial during the member interaction.

 

5. Up sell additional credit union products to members during account opening.

 

6. Up sell additional credit union products to members during loan application process.

 

7. Assist management with tracking of teller referrals for sales accuracy.

 

8. Promote and explain other CU services such as IRAs, certificates of deposits, credit cards, ancillary products, and safe deposit boxes.

 

9. Cross train in Assistant Branch Manager role.

 

10. Assist in teller area as needed, processing member transactions including but not limited to deposits, withdrawals, transfers, money orders, cashiers’ checks and loan payments.

 

11. All other duties as assigned.

 

QUALIFICATIONS

 

EDUCATION/CERTIFICATION: High school graduate or equivalent. Some college preferred.

 

REQUIRED KNOWLEDGE: Knowledge of Credit Union policies and procedures. Thorough knowledge of Credit Union products and services.

 

REQUIRED EXPERIENCE: Three years experience in financial institution/lending and/or sales environment.

 

SKILLS/ABILITIES:

Strong communication skills

Organization skills

Ability to operate related computer applications and related business equipment

Strong attention to detail

Ability to multitask & meet deadlines

 

WORKING CONDITIONS: Typical office environment

Successful candidates must pass pre-employment credit checks, background checks, and drug screens.
 
Orion Financial is an equal opportunity at will employer and does not discriminate against any employee or applicant for employment because of age, race, religion, color, disability, sex, sexual orientation, national origin or any other federal or state protected class. We maintain a drug-free workplace and perform pre-employment substance abuse testing. If you are unable to complete this application due to a disability, contact us to ask for an accommodation or an alternative application process. 

Related keywords

Credit UnionUniversal BankerLendingFinancial ServicesLoan ApplicationIRACertificates Of DepositCredit CardsTeller OperationsSales PromotionsMember ServicesFinancial Institution

About Orion Financial

LinkedInVisit site

Founded in Memphis in 1957, Orion Financial is one of the largest credit unions in the Mid-South.

Industry
Banking
Company size
51-200 employees
Founded
1957
Headquarters
Memphis, Tennessee
LinkedIn followers
3,443
Total funding
$2M

Founded in 1957, Orion Financial is the largest credit union in the Mid-South, serving 70,000 customers with over $1.2 billion in assets. Orion Financial guides customers toward financial independence, security, and growth with banking options in consumer and small business, as well as commercial real estate lending. As a member-owned financial institution, Orion Financial's profits are passed along to members through higher deposit rates, lower loan rates, and affordable financial services that help pave the way to financial freedom. Orion Financial is an equal housing lender and insured by the NCUA.

Offices: 400 Monroe Ave, Memphis, Tennessee 38103, US · 4805 American Way, Memphis, Tennessee 38118, US · 310 New Byhalia Rd, Collierville, Tennessee 38017, US · 335 South Walnut Bend Road, Cordova, TN 38018, US · 7960 Lowrance Rd, Memphis, Tennessee 38125, US

Auto LoansFree CheckingHome LoansCheckingCommercial LoansPersonal LoansHome Equity Lines of CreditCredit CardsOnline BankingMobile Banking
View all jobs at Orion Financial

About Orion Financial

LinkedInVisit site

Founded in Memphis in 1957, Orion Financial is one of the largest credit unions in the Mid-South.

Industry
Banking
Company size
51-200 employees
Founded
1957
Headquarters
Memphis, Tennessee
LinkedIn followers
3,443
Total funding
$2M

Founded in 1957, Orion Financial is the largest credit union in the Mid-South, serving 70,000 customers with over $1.2 billion in assets. Orion Financial guides customers toward financial independence, security, and growth with banking options in consumer and small business, as well as commercial real estate lending. As a member-owned financial institution, Orion Financial's profits are passed along to members through higher deposit rates, lower loan rates, and affordable financial services that help pave the way to financial freedom. Orion Financial is an equal housing lender and insured by the NCUA.

Offices: 400 Monroe Ave, Memphis, Tennessee 38103, US · 4805 American Way, Memphis, Tennessee 38118, US · 310 New Byhalia Rd, Collierville, Tennessee 38017, US · 335 South Walnut Bend Road, Cordova, TN 38018, US · 7960 Lowrance Rd, Memphis, Tennessee 38125, US

Auto LoansFree CheckingHome LoansCheckingCommercial LoansPersonal LoansHome Equity Lines of CreditCredit CardsOnline BankingMobile Banking
View all jobs at Orion Financial

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