Bilingual Inbound Sales Advisor - Spanish/English Speaking (W@H)

America First Credit Union • Roy, UT

1d • Remote

About The Position

This role is responsible for inbound sales efforts, primarily focusing on consumer lending and ancillary insurance sales. The advisor will promote quality member service and encourage members to use AFCU as their primary financial institution, strictly adhering to established policies and procedures. The goal is to achieve maximum sales results by handling inbound sales calls, building positive member relationships, providing excellent member service, and promoting the Credit Union's products and services. The advisor will interview, counsel, and advise members regarding loans, ancillary insurance sales, and other products and services, and will be responsible for promoting, receiving, and originating loan applications. They will communicate application details and loan decisions to members and counsel them on relevant solutions to their needs. The role operates in a sales-focused environment, encouraging members to consider loans, products, and services to improve their financial future.

Requirements

• Fluent in English and Spanish.
• High school graduate or equivalent.
• General knowledge of consumer loan processes, credit data, application processes and banking requirements.
• Understanding of government regulations and legal requirements involving lending and related functions.
• Minimum of 2 years related experience in a sales position, credit union or financial institution.
• At least two years’ experience as a loan originator.
• Experience reviewing credit data and loan applications.
• Proven sales track record.
• Proficiency in Microsoft applications, including Power Point, Excel and Word.
• Excellent communication and public relations skills.
• Professional appearance, dress, and attitude.
• Efficiency, accuracy, and the ability to deal with people are vital to the successful execution of this position.
• Good organizational and problem-solving abilities.
• Ability to operate related computer applications, CTI phone system, smart fax, and all other applicable systems.

Responsibilities

• Assumes responsibility for inbound sales efforts to promote member service solutions primarily focused on loans and ancillary insurance sales.
• Responsible for promoting, receiving and originating loan applications. Communicates application details and loan decisions to members. Counsels members on relevant solutions to needs.
• Maximizes the penetration of Credit Union products and services in order to meet/exceed established sales goals and baselines.
• Responsible for handling member interactions via all channels while using effective sales techniques. Assesses members' current financial needs by using effective relationship building and consultative sales techniques.
• Makes appropriate recommendations for loan and other products and services.
• Highly motivated and self-driven. Sales and goal oriented.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED