Outbound Sales Representative
About The Position
At AmeriCU Credit Union, we're committed to building connections and helping our members live life, dream big, and achieve financial success. We're seeking a motivated and member-focused Outbound Sales Representative to proactively engage current and prospective members, identify financial needs, and connect individuals with solutions that improve their financial well-being. In this role, you'll combine relationship-building, consultative sales, and exceptional member service to deepen member relationships, generate lending opportunities, and support AmeriCU's growth objectives.
Requirements
- Experience in sales, outbound calling, member service, customer service, banking, credit unions, financial services, or call center environments.
- Proven ability to build relationships and influence through consultative conversations.
- Strong verbal and written communication skills.
- Ability to identify sales opportunities and recommend appropriate financial products and services.
- Experience working with CRM systems and maintaining detailed records.
- Self-motivated with strong organizational skills and attention to detail.
- Ability to work independently while contributing to team goals.
Responsibilities
- Proactively contact existing and prospective members through outbound calls, email, and other approved communication channels.
- Follow up on member inquiries, referrals, marketing campaigns, and sales leads.
- Build meaningful relationships by understanding members' financial goals and recommending appropriate solutions.
- Deliver exceptional service that meets or exceeds member expectations during every interaction.
- Identify opportunities to deepen relationships by promoting AmeriCU products and services.
- Review member credit reports to identify refinancing opportunities and potential cost-saving solutions.
- Conduct needs-based conversations to uncover additional lending, deposit, and financial service opportunities.
- Utilize approved sales scripts, templates, and outreach strategies to achieve desired outcomes.
- Contribute to departmental growth through proactive prospecting and relationship management.
- Maintain professional and timely communication with dealer referral applicants and participating dealership partners.
- Support the dealer referral process by serving as a reliable point of contact for inquiries and updates.
- Foster positive relationships that strengthen partnership opportunities and member growth.
- Establish rapport quickly and maintain a professional, courteous, and positive demeanor.
- Clearly communicate product information, loan options, and service solutions.
- Resolve member questions or concerns efficiently while delivering a high-quality experience.
- Accurately document member interactions and follow-up activities in the credit union's CRM system.
- Maintain knowledge of credit union products, services, policies, and procedures.
- Ensure compliance with all applicable regulatory requirements, operational controls, and internal policies.
- Protect member information and maintain confidentiality at all times.
- Complete required documentation accurately and timely.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
