Commercial Sales Representative
About The Position
As a Commercial Sales Representative, you will provide quality service to commercial members within all StellerVista branches and contribute to the success of the organization through the achievement of established commercial sales goals and the application of member relationship management tools and techniques. You will act as the first point of contact for commercial members and prospects, directing and assisting members as required. Also, you will actively participate in the execution of individual product and service campaigns. Administer estates to ensure appropriate measures are taken to manage estate funds for commercial members. Furthermore, you will facilitate face to face routine sales support transactions for the commercial team. Maintains commercial member files and records. As a member of the Department Team, you will provide input into the department planning process and recommends changes to department operations to improve service. You will also respond to inquiries from Commercial Services members and staff and assists in the resolution of member problems and concerns. Participates in a variety of special projects, semi-annual training/support, and events as required, may require some travel to StellerVista branches. This position is a bargaining unit position.
Requirements
- Secondary school diploma
- Minimum of approximately 3848 hours (2 years) related experience with a financial institution as a Commercial administrator or Member Service Representative
- Accountability - to our members, the StellerVista team, and our communities
- Responsiveness – to listen and care so to provide exceptional service and advice.
- Ability to build trust – with members and others in the StellerVista team
- Foster belonging - our credit union promotes diversity, equity, and inclusion with our members, within our communities and each other
- Excellent Communication skills - written and oral
- Professional image
- Credit Union knowledge of lending and deposit products and services
- Personal computer literacy – keyboarding, email programs, Word, and Excel
Responsibilities
- Provide quality service to commercial members within all StellerVista branches.
- Contribute to the success of the organization through the achievement of established commercial sales goals and the application of member relationship management tools and techniques.
- Act as the first point of contact for commercial members and prospects, directing and assisting members as required.
- Actively participate in the execution of individual product and service campaigns.
- Administer estates to ensure appropriate measures are taken to manage estate funds for commercial members.
- Facilitate face to face routine sales support transactions for the commercial team.
- Maintain commercial member files and records.
- Provide input into the department planning process and recommends changes to department operations to improve service.
- Respond to inquiries from Commercial Services members and staff and assists in the resolution of member problems and concerns.
- Participate in a variety of special projects, semi-annual training/support, and events as required.
- May require some travel to StellerVista branches.
Benefits
- Opportunity for professional growth and development
- A supportive and inclusive work environment
- The opportunity to make a meaningful impact in the lives of our members and the community
- A culture of living our core values in a real way – Trust, Belonging, Expertise, Shared Success & Courage
- Access to a competitive compensation package including participation in extended benefits and pension programs, health and wellness programs and a competitive vacation entitlement
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
