Member Relationship Consultant

🔥 6 minutes ago

🐻 Alaska, Arizona, +3 more states – Remote

🐻 Alaska – Remote 🌵 Arizona – Remote 🤠 Texas – Remote ☕ Washington – Remote 🦬 Wyoming – Remote

💵 $26.5k - $39.9k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💼 Consultant

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Nuvision Federal Credit Union

WebsiteLinkedInAll Job Openings

201 - 500 employees

🏦 Banking

💸 Finance

💰 $2.5M Grant - Nuvision Federal Credit Union on 2023-04

Banking • Finance

Nuvision Federal Credit Union is a member-focused, Southern California-based credit union that provides retail and business financial services. It offers a broad range of products including checking and savings accounts, IRAs and certificates, consumer and commercial lending (auto, mortgage, RV/boat, personal, student, home equity, and commercial loans), credit cards, insurance products, and digital banking tools (mobile deposit, Zelle, an AI phone assistant). The institution emphasizes member ownership, financial wellness resources, branch and ATM access, and online/digital services for members.

📋 Description

• 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.

🎯 Requirements

• 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.

🏖️ Benefits

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