Member Loan Consultant Representative

OE Federal Credit Union•Livermore, CA

2d•$20 - $30

About The Position

Overview Join the Best “UNION” Credit Union Around! In 1964, OE Federal Credit Union opened its doors to serve union members with a simple goal of providing a better alternative to banks. A credit union is more than a financial institution. We are a community, a family. Our teams are our greatest asset, we are energetic, dynamic, and passionate about assisting our members with financial wellness. Built on a foundation of union pride, OE Federal is a 1.5 billion company and the country’s largest labor-based credit union serving more than 115,000 members nationwide! Our People Make the Difference! Are you looking to take on a dynamic and challenging role? OE Federal is seeking to hire a Member Loan Consultant Representative! Your Purpose You will be responsible for making outbound phone calls to existing members in order to cross-sell deposit and loan products and services and promote the credit union as their lifelong financial partner. What You’ll Do To succeed in this position, you must be able to satisfactorily perform common occurrences of each of the following under direct supervision from your manager:

Responsibilities

Initiate, on a daily basis, a large volume of outbound phone calls to existing members to follow up on referrals and cross-selling opportunities from other departments, branches and electronic channels.
Educate and cross-sell members on the company’s deposit, consumer and mortgage loan and debit and credit card product and service offerings that can help them meet and exceed their financial needs.
Occasionally assist with in-bound member service calls dealing with routine member account inquiries and transactions on an overflow basis.
Collaborate seamlessly with colleagues across departments and branches to deliver optimal and efficient service to our members.
Uphold a standard of professionalism actively fostering positive relationships internally and externally.
Develop and maintain a comprehensive understanding of the credit union’s products and services, ensuring compliance with applicable Federal and State laws, Credit Union banking regulations, and OE Federal Credit Union’s policies and procedures and current promotions.
Perform other related duties as assigned.

Benefits

Medical, dental and vision benefits that cover the employee, spouse and dependents
Retiree medical benefits
A defined benefit Pension Plan with 100% employer contributions of $3.50/hour
$10,000 Life Insurance
$5,000 Accidental Death and Dismemberment
11 ½ Paid Holidays per year
17 days of Paid Time Off (PTO) to start
Annual Performance Bonus Program – Up to 5% of employee’s annual base paid on December 15 th of each year
A 401(k) plan
OE Federal Membership For You and Family
Employee loan discounts
Casual dress code