Call Center Sales Consultant

HawaiiUSA Federal Credit Union • Pearl City, HI

12h • $28

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 (High school diploma) or GED required
• One to two years of prior work experience in a customer service or sales-oriented role Microsoft Office 365 applications (Intermediate)
• Continuous Learning (Intermediate)
• Analytical Thinking (Intermediate)
• Time Management (Intermediate)
• Planning and Organizing (Intermediate)
• Customer Relationship Management (CRM) Software (Developing)

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.

Benefits

• We cover 100% of employees single medical, drug, vision, and dental monthly health insurance premiums.
• Employees also love receiving paid volunteer time, our pay it forward program, and matching their charitable donations up to $250 per year per employee.
• Tuition assistance for higher education is another special way we invest in our workforce.
• Benefits include, Paid Time Off and 11 Paid Holidays, 401(k) and 3% Employer Contribution, Health insurance, Paid time off, Vision insurance, Dental insurance, Prescription drug insurance, Tuition reimbursement, Life insurance, Flexible spending account, Disability insurance, Opportunities for advancement, Employee assistance program, Referral program, Retirement plan, Employee discount, Paid training, Professional development assistance, AD&D insurance, Volunteer time off, Credit union membership, Paid orientation, and more.

What This Job Offers

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