deposits, loans, Investments, insurance products, first mortgages and Autoland. This position is expected to represent the Credit Union in a positive and professional manner at all times and required at a minimum to meet or exceed assigned members service and/or sales goals.
This position adds value by presenting a professional image of the Credit Union since this is the first point of contact for members. This position supports Credit Union depository and lending products as well as assists in the achievement of overall service and sales related goals. Responsibilities: Generate business through outbound calls using call lists to achieve sales goals. Work directly with members/potential
members via telephone, and email having conversations that matter goals and provides appropriate solutions. Educates members on product offerings and services to improve their financial well-being.
Explains pricing and answers questions from members/potential members building value in the member relationship. Tracking daily phone calls. Follows up with members/potential members via telephone or email following initial contact. Tracking daily sales totals/production Resolving member requests-calculating terms on loans/CDs Continued product education and compliance training to better service member calls. Maintains accurate daily record of member conversations in CRM. Treats all
co-workers and members with respect. Supports and participates in continuous improvement activities.
Represents the Credit Union in a positive and professional manner. Other related duties as assigned. Maintains member and other sensitive information with confidentiality. Qualifications: Minimum 3 years related experience with Nuvision and/or prior loan experience with a proven track record in meeting and or exceeding sales goals Proven ability to originate business through outbound calling activity. Working knowledge of applicable law, regulations, compliance practices and Credit Union procedures. Solid knowledge of deposit, loan and ancillary products/services Basic understanding of applicable lending regulations Excellent communication and phone skills including professional verbal skills and etiquette Strong interpersonal skills in order to effectively communicate with members, staff and management Able to listen, identify a need and offer a solution to a members need.
Solid computer knowledge and proficiency in Microsoft applications (Word, Outlook and Excel) Able to manage multiple tasks and follow through with member requests. Education: High school diploma or equivalent Website: /careers Pay scale by applicable geographic location: Wyoming: $18.75 - $23.44 Southern California: $21.76 - $27.20 California Employee Privacy Notice: /disclosures/ccpa/ The final pay offered to a successful candidate will be dependent on several factors that may include but are not limited to the type and years of experience within the job, the type of years and experience within the industry, job related training/education, etc.
Benefits: Medical Dental Vision Life Insurance Flexible Spending Account 401(k) Matching Paid Time Off Training Provided Tuition Reimbursement Covid-19 Precaution(s): Remote Interview Process (some positions vary) In-Person Interview required for Front-Line Positions Social Distancing and Mask Guidelines in place
of marketing will help promote their products or services -Cold call and hunt for new potential clients to offer our marketing services in the Huntington Beach, CA area. -Prepare and deliver sales presentations to new and existing customers om the Huntington Beach, CA area -Conduct research on customers to determine if there is a mutual fit for both parties.
Please apply directly to this post with your resume. Huntington Beach, CA
