Delivery Onboarding Representative

This is a fully remote position, open to applicants in Oregon, +1 more state.

📋 Description

• Open new consumer and small business accounts as well as memberships via digital platforms.

• Identify opportunities for consumer lending and refer small business lending prospects to the Virtual Delivery Officer.

• Conduct proactive outbound calls to both members and indirect members.

• Onboard new and indirect members, providing assistance with digital account setup, maintenance, and service requirements.

• Cross-sell products and services tailored to members' financial needs and create personalized follow-up plans.

• Utilize digital tools to communicate through members' preferred channels.

• Interview members to optimize sales and service opportunities for loans, deposits, and other financial products.

• Explain both digital and traditional financial services, address objections, and recommend suitable products and services.

• Foster long-term relationships with members through follow-up across various channels.

• Assist members who prefer or are unable to visit branches with account maintenance via digital channels.

• Refer members to Investments, Business Services, Insurance, and Lending departments.

• Ensure adherence to state and federal regulations while completing necessary reports, including Suspicious Activity Reports, Currency Transaction Reports, and OFAC reports.

• Perform additional duties as assigned.

⛳️ Requirements

• At least 1 year of customer service and sales experience in a financial services or retail setting.

• Experience in a lending environment and in opening new accounts.

• Strong interpersonal abilities and a commitment to delivering outstanding customer service.

• Capability to actively learn and apply new and existing information for problem-solving and decision-making.

• Proficient profiling skills to identify members' financial needs.

• Candidates must reside in Washington or Oregon.

🏝️ Benefits

• Performance-based compensation incentives.

• Full-Time Regular benefits.

• Coverage for medical, dental, vision, and life insurance.

• Medical, Dental, and Vision insurance options fully paid by the company for employee-only coverage.

• Health Care FSA (HCFSA).

• Health Savings Account (HSA) with employer contributions.

• Dependent Care FSA (DCFSA).

• Life and AD&D insurance.

• 401k plan.

• 8 hours of vacation accrued each month.

• 8 hours of sick leave accrued each month.

• 11 paid holidays.

• 1 floating holiday.

• 16 hours of self-care time.

• 16 hours of volunteer time.