Member Engagement Center Sales Rep I

RadiFi Credit Union•Jacksonville, FL

1d•Onsite

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.
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.
Regularly required to sit and talk or hear.
Frequently required to use hands to finger, handle, or feel.
Occasionally required to stand; walk and reach with hands and arms.
Able to work for long periods of time at one workstation while processing and receiving information through a phone queue.
Able to wear a one or two ear piece headset.
Occasionally lift and/or move up to 25 pounds.
Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus.
Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team.
Must be able to read and carry out various written instructions and follow oral instructions.
Must be able to speak clearly and deliver information in a logical and understandable sequence.
Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public.
Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace.
Must be able to effectively handle multiple, simultaneous, and changing priorities.
Must be capable of exercising highest level of discretion on both internal and external confidential matters.

Nice To Haves

Prior loan origination and call center experience preferred.

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