Member Relationship Center

1 week ago


Huntington Beach, California, United States Nuvision Federal Credit union Full time

Outbound Relationship Consultant

The Outbound Relationship Consultant role involves placing outbound calls to potential members to open new memberships and improve member relationships with the credit union. Additionally, the consultant calls leads from existing members to meet or exceed credit union objectives. This position focuses on cross-selling a variety of Credit Union products and services, ranging from deposits and loans to insurance products and mortgages. The primary responsibility is to represent the Credit Union positively and professionally while achieving or surpassing set service and sales targets. By establishing a professional image of the Credit Union and delivering exceptional customer service, this role contributes value to the organization by being the initial touchpoint for members, supporting the Credit Union's financial products and services, and aiding in meeting service and sales goals.

  • Generate business through outbound calls to attain sales targets while engaging with members via telephone and email, providing tailored solutions that align with their financial goals.
  • Follow up with members through telephone or email after initial contact.
  • Track daily sales and production, accurately record member interactions in CRM, and resolve member inquiries.
  • Prioritize customer confidentiality, maintain respectful interactions with colleagues and members.
  • Participate in ongoing training and strive for continuous improvement.
  • Adhere to compliance standards, demonstrate solid product knowledge, and showcase excellent communication skills.
Requirements:
  • At least 3 years of relevant experience with a focus on achieving or surpassing sales targets.
  • Proven ability to generate business through outbound calls.
  • Familiarity with laws, regulations, compliance practices, and Credit Union procedures.
  • Solid understanding of deposit, loan, and related products/services.
  • Basic knowledge of lending regulations and strong interpersonal skills for effective communication.
  • Proficiency in Microsoft applications and the ability to multitask while meeting member needs.
Benefits:
  • Medical, Dental, Vision, Life Insurance.
  • Flexible Spending Account, 401(k) Matching, Paid Time Off.
  • Training Provided, Tuition Reimbursement.
Pay Scale by Geographic Location:
  • Alaska: $28.30, Arizona: $24.78, Florida: $23.44, Nevada: $25.38.
  • Southern California: $27.20, Texas: $23.80, Washington: $29.03, Wyoming: $23.44.

The final compensation for the successful candidate will depend on various factors, such as experience, industry knowledge, training, and education.

Education:

  • NMLS Registered, Completion of compliance-related coursework.


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