Sales Consultant for Member Engagement

2 weeks ago


Jacksonville, Florida, United States RADIFI FEDERAL CREDIT UNION Full time
Job Overview

RadiFi Federal Credit Union is on the lookout for a dedicated Member Engagement Center Sales Representative to act as a key resource within our Member Engagement Center. This role is pivotal in addressing the needs of both new and existing members regarding account openings and loan inquiries.

Key Responsibilities:

  • Handle incoming membership requests through various channels, ensuring a seamless experience for potential members.
  • Promote and cross-sell a range of products and services tailored to member needs.
  • Follow up diligently with members to secure necessary documentation for account and loan processes.
  • Achieve performance metrics related to loan volume, approval ratios, and sales of additional services.
  • Ensure high standards of deposit and loan quality are maintained.
  • Perform administrative tasks, including quality checks on new accounts and loans.
  • Engage with members to gather required documents for completing loan applications and account setups.
  • Exemplify RadiFi's commitment to service excellence in every interaction.
  • Demonstrate a comprehensive understanding of credit reports and lending documentation.
  • Process and finalize various loan applications, including consumer loans and credit cards.
  • Participate in training sessions and additional assigned responsibilities.

Qualifications:

Experience: A minimum of six months to two years in a related role, showcasing success in a sales-driven environment. Experience in a call center or financial institution is advantageous.

Education: A high school diploma or GED is mandatory.

Skills:

  • Exceptional interpersonal skills, with the ability to build trust and credibility.
  • Proficient in MS Office Suite, with intermediate to advanced computer skills.
  • Strong consultative sales abilities and effective listening skills.
  • Attention to detail and the capacity to make informed decisions with limited information.

Physical and Mental Requirements:

The role requires the ability to sit for extended periods, engage in conversation, and manage multiple tasks efficiently. Candidates must demonstrate professionalism and composure in high-pressure situations, maintaining the highest levels of customer service.

Equal Opportunity Statement: RadiFi Federal Credit Union is an Equal Opportunity Employer, committed to fostering an inclusive environment for all employees and applicants.



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