Member Engagement Center Sales Representative

RADIFI FEDERAL CREDIT UNION • Jacksonville, FL

84d

About The Position

RadiFi Credit Union is seeking a Member Engagement Center Sales Representative to serve as the resource within the MEC Sales area for new and existing member new accounts and loan needs. Maintain an extensive knowledge of all products and services to promote and cross sell through a consultative needs-based sales approach.

Requirements

• Six months to two years of similar or related experience, including time spent in preparatory positions.
• Demonstrated success in a sales-related role.
• Prior call center or financial institution experience preferred.
• A high school degree or GED is required.
• Intermediate to advanced knowledge and proficiency with MS Office Suite.
• Good listening and strong consultative sales skills.
• Strong attention to detail.
• Ability to make sound decisions with minimum information.

Responsibilities

• Manage and handle incoming new membership requests via phone and online that are not assigned to a branch.
• Manage and handle phone and online member loan requests.
• Cross sell products and services to the membership.
• Follow up with members on documentation for account and loan requests.
• Actively upsell and cross-sell based on member needs.
• May conduct assigned outbound calling.
• Meet scorecard metrics to include new loan volume, high approval to book ratio, credit life and disability sales, GAP and warranty sales.
• Meet qualified investment referral goals.
• Maintain acceptable deposit and loan quality assurance standards.
• Administrative duties as assigned to include quality assurance of new accounts and new loans and the scanning of any documentation.
• Follow up with members to obtain needed loan documents to complete loan requests, deposit documents to complete the account opening or closing process.
• Model RadiFi's service and sales standards in every interaction.
• Possess a strong understanding of credit reports and consumer lending documentation.
• Process and close all loan applications to include, consumer loans, VISA credit cards, Refer home equity loans to a MEC Sales Rep II or III.
• Attend training and other duties as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 51-100 employees