Call Center Loan Consultant (Banker) -Fort Worth

EECU • Fort Worth, TX

2d • Hybrid

About The Position

Are you an enthusiastic sales professional with a strong understanding of financial products and a passion for helping customers achieve their goals? Join our dynamic team as a Call Center Loan Consultant (Banker) and take your career to the next level by playing a key role in connecting customers with tailored loan solutions.

The Call Center Loan Consultant (Banker) will be in training in office for the first 6 months, then can be on a
hybrid
scheduled after that, if in good standing. Hybrid schedule on weekly basis will be 3 days in office and 2 days remote.

Requirements

• High school diploma or equivalent; additional education in finance, sales, or related field is advantageous.
• Proven experience in a call center environment, with a track record of successful loan sales.
• Strong understanding of various loan products, lending processes, and regulatory requirements.
• Excellent communication and interpersonal skills, with the ability to explain complex financial information in a clear and concise manner.
• Familiarity with sales software, CRM systems, and other digital tools.
• Results-driven mindset with a focus on achieving and exceeding sales goals.
• Adaptability to changing loan products, interest rates, and market conditions.
• Flexible work arrangements, including hybrid work options.
• Bilingual preferred- able to read, write and speak Spanish
• Credit Union and Federal Regulations
• Ability to easily commute to call center in Downtown Fort Worth
• Must be able to work Monday–Friday 8:30am to 5:30pm and rotating Saturdays 9:00am to 1:00pm.
• Chance of monthly incentives.
• EECU will, in compliance with applicable laws, evaluate an applicant's credit history. Only applicants with good credit history will be considered for open positions. If offered a position with EECU, will have to clear background check including employment, criminal, and drug screen.
• Responsible for compliance of all Federal and State rules and regulations pertaining but not limited to Bank Secrecy Act, Anti-Money Laundering, Bank Bribery Act, NCUA Privacy Regulations, Reg DD, Reg E, Reg CC, Reg Z, Reg B, FCRA/FACTA, and Service Members Civil Relief. Required to attend initial and ongoing annual Bank Secrecy Act training.

Responsibilities

• Inbound and Outbound Sales Calls: Engage with potential customers to understand their financial needs, providing information about loan products and guiding them through the application process.
• Product Knowledge: Stay well-informed about our loan offerings, interest rates, and eligibility criteria to effectively communicate benefits and answer customer queries.
• Consultative Selling: Utilize a consultative approach to understand customer requirements and recommend loan solutions that align with their financial goals.
• Lead Generation: Proactively identify and qualify potential leads through active listening and strategic questioning during customer interactions.
• Sales Targets: Work towards achieving and exceeding sales targets, ensuring high conversion rates and customer satisfaction.
• Customer Relationship Management: Build and maintain positive relationships with customers throughout the loan application process, providing support and addressing concerns.
• Collaboration: Work closely with loan processors, underwriters, and other teams to facilitate a seamless loan application and approval process.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 101-250 employees