Call Center Sales Consultant

HawaiiUSA Federal Credit Union•Pearl City, HI

83d•$25 - $28•Onsite

About The Position

The Call Center Sales Consultant will partner with members to identify and meet a wide range of financial needs through personalized consultation and solution driven service. They specialize in new accounts and loans, while uncovering opportunities to build member trust and loyalty.

Requirements

High School or GED required.
1-2 years of prior work experience in a customer service or sales-oriented role.

Nice To Haves

1 year or more prior lending experience.
2 or more years’ experience working in a financial institution’s branch, call center, or customer service environment.
NMLS preferred (or willing to obtain within the first 12 months of employment)

Responsibilities

Assist members with a wide range of financial needs including new accounts, loans, and account maintenance.
Conduct outbound calls to build business, strengthen relationships, and uncover unperceived needs.
Provide tailored financial advice and long-term solutions that support member goals.
Demonstrate strong consultative skills by uncovering unspoken needs and presenting personalized solutions.
Foster trust and loyalty by delivering high-quality service and financial education.
Recognize sales opportunities and deliver value through meaningful recommendations.
Ensure all consumer loan documentation is complete and accurate.
Comply with DMV and security procedures in releasing or securing lienholder interest.
Maintain schedule adherence and availability to support member access and services levels.
Track and complete required reports, documentation, and compliance processes.
Provide Virtual Branch services by engaging members via secure video, chat, and co-browse sessions.
Perform other duties as required to support the goals of the Member Solution Center.