Customer Service Advocate
5 days ago
- Provide exceptional customer service to our members, addressing their inquiries and resolving any issues in a timely and professional manner.
- Promote credit union products and services, highlighting the benefits and value they offer to our members.
- Conduct outreach calls to current and potential members, informing them about current promotions, products, and services.
- Meet with loan applicants to evaluate and verify loan applications and credit criteria, computing debt ratios, verifying employment, income, and determining collateral.
- Present and explain HCU services and products to members, assisting them in meeting their financial needs, including opening new accounts, renewing and redeeming certificate accounts, and cross-selling credit union products and services.
- Expand member base through consultative sales techniques and referrals, identifying opportunities to increase revenue and improve relationships with existing members.
- Compare and evaluate possible products and services to provide recommendations that meet our members' needs and financial circumstances.
- Expected to meet assigned monthly goals for deposits, loans, loan protection products, memberships, new checking accounts, referrals, and debit and/or credit cards.
**Requirements:** High school graduate; two-year college degree preferred. Minimum two years related experience. Previous experience with full-service financial institution and sales preferred. Solid written, verbal, and public relation skills. Solid time management skills and ability to organize, prioritize, and perform multiple tasks simultaneously. Strong analytical skills. Proficient in MS Office programs. Requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. Will be subject to the required registration process, which includes fingerprinting and a criminal background screening. Fees are paid for by Heartland Credit Union. **Estimated Salary:** $45,000 - $60,000 per year.
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