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Member Relationship Consultant

🕒 Agosto 26

🐻 Alaska, Arizona, +1 estados a mais – Remoto

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💵 $23 - $40 / hora

⏰ Tempo Integral

🟡 Pleno

🟠 Sênior

💼 Consultor

🗣️🇺🇸🇬🇧 Inglês obrigatório

De onde vem esta vaga

Publicada na página de carreiras da Nuvision Federal Credit Union, não em um site de vagas

Vista pela primeira vez pelo Remote Rocketship Agosto 26

Ainda aberta no site da Nuvision Federal Credit Union. Verificada 9 horas atrás.

Logo of Nuvision Federal Credit Union

Nuvision Federal Credit Union

201 - 500 funcionários

🏦 Bancário

💸 Finanças

💰 $2.478.839 Grant - Nuvision Federal Credit Union em 2023-04

Banking • Finance

A Nuvision Federal Credit Union é uma cooperativa de crédito baseada no sul da Califórnia, focada nos membros, que oferece serviços financeiros para pessoas físicas e empresas. Ela disponibiliza uma ampla gama de produtos, incluindo contas correntes e de poupança, IRAs e certificados, empréstimos de consumidores e comerciais (automóvel, hipoteca, RV/barco, pessoal, estudantil, home equity e empréstimos comerciais), cartões de crédito, produtos de seguro e ferramentas de banco digital (depósito móvel, Zelle, um assistente telefônico de IA). A instituição enfatiza a propriedade pelos membros, recursos de bem-estar financeiro, acesso a agências e caixas eletrônicos e serviços online/digitais para os membros.

Descrição

• Generate business through outbound calls using call lists to achieve sales goals • Work directly with members and potential members via telephone and email, providing appropriate solutions • Educate members on product offerings and services to improve their financial well-being • Explain pricing and answer questions, building value in member relationships • Track daily phone calls and sales totals/production • Follow up with members and potential members via telephone or email following initial contact • Resolve member requests, including calculating terms on loans and CDs • Complete continued product education and compliance training • Maintain accurate daily records of member conversations in CRM • Treat co-workers and members with respect • Support and participate in continuous improvement activities • Represent the Credit Union in a positive and professional manner • Maintain member and other sensitive information with confidentiality • Perform other related duties as assigned • Cross-sell Credit Union products and services including deposits, loans, investments, insurance products, first mortgages, and Autoland • Support Credit Union depository and lending products and overall service and sales goals

🎯 Requisitos

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

🏖️ Benefícios

• Sign-on bonus available for eligible external applicants • Medical • Dental • Vision • Life Insurance • Flexible Spending Account • 401(k) Matching • Paid Time Off • Training Provided • Tuition Reimbursement

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Desenvolvido por Lior Neu-ner. Adoraria receber seu feedback — entre em contato por DM ou pelo e-mail support@remoterocketship.com
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