Member Relationship Consultant

🕒 vor 1 Monat

🐻 Alaska, Arizona, +3 weitere Bundesländer – Remote

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💵 $26.500 - $39.860 / Jahr

⏰ Vollzeit

🟡 Mittelstufe

🟠 Senior

💼 Berater

👻 Geisterscore 3%

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🗣️🇺🇸🇬🇧 Englisch erforderlich

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Logo of Nuvision Federal Credit Union

Nuvision Federal Credit Union

201 - 500 Mitarbeiter

🏦 Bankwesen

💸 Finanzen

💰 €2.478.839 Grant - Nuvision Federal Credit Union im 2023-04

Banking • Finance

Die Nuvision Federal Credit Union ist eine mitgliederorientierte Kreditgenossenschaft mit Sitz in Südkalifornien, die Finanzdienstleistungen für Privat- und Geschäftskunden bietet. Das Angebot umfasst eine breite Palette an Produkten, darunter Giro- und Sparkonten, IRAs und Zertifikate, sowie Konsumenten- und Gewerbefinanzierungen (Auto-, Hypotheken-, Wohnmobil-/Boots-, Privat-, Studenten-, Eigenheim- und Firmenkredite), Kreditkarten, Versicherungsprodukte und digitale Bankdienstleistungen (Mobil Einzahlung, Zelle, ein KI-Telefonassistent). Das Institut legt Wert auf Mitgliedschaftsbesitz, Ressourcen für finanzielles Wohlbefinden, Zugang zu Filialen und Geldautomaten sowie Online-/Digital-Dienstleistungen für seine Mitglieder.

Beschreibung

• 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.

🎯 Anforderungen

• 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.

🏖️ Vorteile

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

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