Loan and Deposit Solutions Expert
3 weeks ago
We are seeking a highly skilled Loan and Deposit Solutions Expert to join our team at COASTHILLS FEDERAL CREDIT UNION. As a Loan and Deposit Solutions Expert, you will be responsible for identifying the financial needs of Credit Union members and effectively cross-selling products, services, and solutions. You will also perform a wide variety of loan and deposit-based functions, research, analyze, and resolve complex customer issues, and provide a high level of responsiveness to member inquiries by phone, email, or in person. Additionally, you will promote and maintain a positive image of the Credit Union.
Responsibilities
This role includes a wide range of responsibilities, including preparing and processing loan-related transaction requests, actively explaining, promoting, and cross-selling Credit Union services, products, programs, and investment opportunities, resolving errors, member problems, and complaints in a timely manner, accurately operating a variety of office equipment and machines, opening new membership and share accounts, and cross-selling products as appropriate. You will also thoroughly understand features and benefits of GAP (Guaranteed Asset Protection), MBI (Mechanical Breakdown Insurance), and Debit Cancellation (Life, Unemployment, Disability) and promote, quote, and sell to penetration levels set forth by the Credit Union. Furthermore, you will assist members in identifying loan and deposit products and follow appropriate procedures, perform advanced problem resolution and account adjustments, and promote, quote, and sell GAP, MBI, and Debt Cancellation during the loan application and funding process to penetration levels set forth by the Credit Union.
Requirements
To be successful in this role, you will need a high school diploma or equivalent and two years of progressive sales and cross-selling experience in a financial or retail environment. You will also need knowledge of consumer loans, including processing and funding, and proficiency in MS Office (especially Word). In addition, you will need to operate a variety of office equipment and machines, ability to travel, attend, and participate in training and meetings at various locations, and be an Equal Opportunity/Affirmative Action employer.
Estimated Salary Range
$55,000 - $65,000 annually
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