Member Relationship Consultant
United StatesFull-TimeMiddle
Salary49,857.6 - 74,796.8 USD per year
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Job Details
- Experience
- Minimum 3 years related experience
- Required Skills
- Microsoft ExcelCustomer serviceComplianceCRM
Requirements
- Minimum 3 years related experience with Nuvision and/or prior loan experience.
- Proven track record in meeting 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.
- Solid computer knowledge and proficiency in Microsoft applications (Word, Outlook, and Excel).
- NMLS Registered.
- Successful completion of all compliance related coursework.
Responsibilities
- Generate business through outbound calls using call lists to achieve sales goals.
- Work directly with members/potential members via telephone and email to provide appropriate solutions.
- Educate members on product offerings and services to improve their financial well-being.
- Explain pricing and answer questions from members/potential members.
- Track daily phone calls and sales totals/production.
- Follow up with members/potential members via telephone or email.
- Resolve member requests including calculating terms on loans/CDs.
- Maintain accurate daily records of member conversations in CRM.
- Participate in continued product education and compliance training.
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