Member Relationship Consultant

This is a fully remote position, open to applicants in Alaska, +2 more states.

📋 Description

• Generate business by making outbound calls using call lists to meet sales targets.

• Engage directly with members and prospective members through phone and email, conducting meaningful conversations and offering suitable solutions.

• Educate members about product offerings and services to enhance their financial well-being.

• Clarify pricing and respond to inquiries from members and potential members while fostering value in the member relationship.

• Monitor daily phone call metrics and sales performance.

• Follow up with members and prospective members via phone or email after initial contact.

• Address member requests, including calculating terms on loans and CDs.

• Complete ongoing product education and compliance training to better assist member inquiries.

• Keep accurate daily records of member interactions in CRM.

• Engage in and support continuous improvement initiatives.

• Represent the Credit Union in a professional and positive manner.

• Safeguard member and other sensitive information with confidentiality.

• Perform additional related duties as assigned.

• Cross-sell Credit Union products and services, including deposits, loans, investments, insurance products, first mortgages, and Autoland.

• Support the Credit Union's depository and lending products, as well as overall service and sales objectives.

⛳️ Requirements

• A minimum of 3 years of relevant experience with Nuvision and/or prior loan experience, demonstrating a proven track record of meeting or exceeding sales goals.

• Proven capability to generate business through outbound calling efforts.

• Familiarity with applicable laws, regulations, compliance practices, and Credit Union procedures.

• Comprehensive understanding of deposit, loan, and ancillary products/services.

• Basic knowledge of relevant lending regulations.

• Exceptional communication and phone skills, including professional verbal abilities and etiquette.

• Strong interpersonal skills to effectively communicate with members, staff, and management.

• Ability to listen, identify needs, and provide solutions to members' requests.

• Proficient computer skills and knowledge of Microsoft applications (Word, Outlook, and Excel).

• Capacity to manage multiple tasks and follow through on member requests.

• NMLS Registered.

• Successful completion of all compliance-related training courses.

🏝️ Benefits

• Sign-on bonus available for eligible external applicants.

• Medical coverage.

• Dental coverage.

• Vision coverage.

• Life Insurance.

• Flexible Spending Account.

• 401(k) Matching.

• Paid Time Off.

• Training Provided.

• Tuition Reimbursement.