Member Relationship Consultant

This is a fully remote position, open to applicants in Alaska, +4 more states.

📋 Description

• Drive business growth through outbound calls utilizing call lists to meet sales targets.

• Engage with members and potential members via phone and email, facilitating meaningful conversations that align with their goals and offer suitable solutions.

• Inform members about product offerings and services to enhance their financial health.

• Discuss pricing and address inquiries from members and potential members, emphasizing the value of the member relationship.

• Monitor daily phone call activities.

• Conduct follow-ups with members and potential members through phone or email after initial interactions.

• Keep track of daily sales figures and production metrics.

• Address member requests by calculating terms on loans and CDs.

• Continuously educate on products and participate in compliance training to improve service quality during member calls.

• Maintain a precise daily log of member conversations in the CRM system.

• Treat all colleagues and members with dignity and respect.

• Engage in and support ongoing improvement initiatives.

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

⛳️ Requirements

• At least 3 years of relevant experience with Nuvision or previous loan experience demonstrating a successful track record in achieving or surpassing sales targets.

• Proven capability to generate business through outbound calling efforts.

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

• Strong understanding of deposit, loan, and ancillary products and services.

• Basic knowledge of applicable lending regulations.

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

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

• Ability to listen, identify needs, and provide solutions to member inquiries.

• Proficient computer skills and familiarity with Microsoft applications (Word, Outlook, and Excel).

• Capable of managing multiple tasks and following through on member requests.

🏝️ Benefits

• Medical

• Dental

• Vision

• Life Insurance

• Flexible Spending Account

• 401(k) Matching

• Paid Time Off

• Training Provided

• Tuition Reimbursement