[Hiring] Member Relationship Consultant @Nuvision Federal Credit Union

Role Description

The Outbound Relationship Consultant will place outbound calls to potential members seeking to open new memberships and enhance member relationships with the credit union. They will also call on leads from our existing member base to meet or exceed credit union goals. This position cross-sells Credit Union products and services including:

• Deposits
• Loans
• Investments
• Insurance products
• First mortgages
• Autoland

This position is expected to represent the Credit Union in a positive and professional manner at all times and is required to meet or exceed assigned member 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 and providing appropriate solutions.
• Educate members on product offerings and services to improve their financial well-being.
• Explain pricing and answer questions from members/potential members, building value in the member relationship.
• Track daily phone calls.
• Follow up with members/potential members via telephone or email following initial contact.
• Track daily sales totals/production.
• Resolve member requests, calculating terms on loans/CDs.
• Continue product education and compliance training to better service member calls.
• Maintain accurate daily record of member conversations in CRM.
• Treat all co-workers and members with respect.
• Support and participate in continuous improvement activities.
• Represent the Credit Union in a positive and professional manner.
• Perform other related duties as assigned.
• Maintain 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 to effectively communicate with members, staff, and management.
• Able to listen, identify a need, and offer a solution to a member's 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

• NMLS Registered
• Successful completion of all compliance-related coursework.

Benefits

• Medical
• Dental
• Vision
• Life Insurance
• Flexible Spending Account
• 401(k) Matching
• Paid Time Off
• Training Provided
• Tuition Reimbursement