Job Closed

This listing is no longer active.

Virtual Branch Sales Representative

Location

United States

Posted

73 days ago

Salary

$26 - $30 / hour

Seniority

Mid Level

No structured requirement data.

Job Description

Virtual Branch Sales Representative

KEMBA Financial Credit Union

Role Description The Virtual Branch Sales Representative is a results-driven call center position responsible for performing a broad variety of Member focused sales and service-related activities that helps enrich the financial lives of our member. This high-contact sales position requires the ability to deal effectively with Members and other KEMBA Associates for all inbound/outbound Member activity that results from Member calls, e-mail, and internet activity. - Professionally handle Member service activity associated with loan and deposit services: - Provide accurate information for all products and services, as well as the status of all Member accounts. - Cross-sell alternative or additional services where they best fit the Member’s needs. - Generate checking accounts for new and existing Members. - Assume primary ownership over all Member issues by accurately documenting, researching, and resolving or escalating Member issues associated with any product or service. - Accurately document all requests for new membership, loans, deposit accounts and ancillary services. - Effectively organize and prioritize Member requests and concerns to provide outstanding member experience. - Provide basic financial services advice to Members that promotes their financial well-being. - Perform consumer loan and new deposit account documentation and processing that will ensure the proper creation and maintenance of Member accounts. - Act as liaison for MSRs and lending staff as needed to ensure timely and quality Member sales and service. - Assist other MSRs and lending staff based on work requirements. - Meet or exceed all sales, service and productivity goals established for this position. - Register with the Nationwide Mortgage Licensing System (NMLS) as a Mortgage Loan Originator (MLO) and maintain and renew the registration in addition to completing related compliance training as directed by KEMBA. - Maintain an up-to-date status of all sales support and processing activity with routine reporting to management. - Perform all duties in a manner that is fully compliant with applicable industry regulations as well as KEMBA policy and procedures. - Develop an understanding of Credit Union history, philosophy, organization, policies, and operational procedures. - On a self-directed basis, continue to improve individual level of competency through training and certification on established educational programs. - Must be able to relate to other people beyond giving and receiving instructions: - Can get along with coworkers or peers without exhibiting behavioral extremes. - Perform work activities requiring negotiating, instructing, supervising, persuading, or speaking with others. - Respond appropriately to criticism from a supervisor. - Perform other duties as required by management. Qualifications - High school diploma or equivalent education and experience. - Prior over-the-phone or platform sales experience preferably in a banking environment. - Prior experience in a customer service role. - Strong organizational skills and attention to detail. - Must value a high degree of accuracy and speed. - Professional demeanor. - Effective communication skills. Requirements - Prior experience in a financial/banking institution. Physical Demands The physical demands listed below represent those necessary to perform the essential functions of this role. Reasonable accommodation may be provided to enable individuals with disabilities to perform these functions. - The employee is regularly required to sit, use their hands, reach with arms, and communicate verbally and orally. - Occasional standing, walking, and lifting of objects up to 25 pounds are required. - Vision requirements include close, distance vision, and focus adjustment.

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