Job description
Overview:
Working in a collaborative sales-focused environment build member relationships by selling a full range of products and services. Initiate contact with new and existing members by phone and/or email to build, maintain and grow our member relationships. Focus on professional and exceptional member service to include co-workers, business partners and overall membership to convert service opportunities into sales events.
Responsibilities:
- Effectively manage incoming loan volume from indirect delivery channels to ensure member needs are met.
- Sell additional Credit Union products and services to consistently meet or exceed established individual and team goals.
- Assess current and new members’ financial needs by using effective relationship building and consultative sales techniques. Make appropriate recommendations for loan, deposit, and insurance products and services.
- Open new consumer accounts, checking, and loans. Focus on retaining current memberships, loans and deposit business, and developing new consumer relationships.
- Use credit underwriting skills and established Credit Union guidelines and matrixes to evaluate loan applications to determine appropriate credit decisions within established authority.
- Makes lending decisions within lending limits, and recommendations for outside lender authority.
- Ability to work rotating Saturdays.
Knowledge, Skills & Abilities:
- Ability to uncover additional needs by asking open ended questions to fit OnPoint products and services to member’s needs.
- Ability to multi-task and prioritize workload.
- Effectively work as part of a team with strong interpersonal communication skills.
- Ability to be self-directed and function under limited direct supervision.
- Communicate effectively via phone, in person and in writing.
- At least 1 year of strong experience in finance and consumer lending involving loan products, making loan decisions and communicating the decisions to members.
- High school diploma or equivalent.
- Previous experience in a high-volume outbound calling environment preferred.
OnPoint Community Credit Union is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.
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