Virtual Branch Sales Representative

KEMBA Financial Credit Union•Columbus, OH

65d

About The Position

The Virtual Branch Sales Representative is a results-driven call center position responsible for performing a broad variety of Member focused sales and service-related activities that helps enrich the financial lives of our member. This high-contact sales position requires the ability to deal effectively with Members and other KEMBA Associates for all inbound/outbound Member activity that results from Member calls, e-mail, and internet activity.

Requirements

High school diploma or equivalent education and experience
Prior over-the-phone or platform sales experience preferably in a banking environment
Prior experience in a customer service role
Strong organizational skills and attention to detail
Must value a high degree of accuracy and speed
Professional demeanor
Effective communication skills

Nice To Haves

Prior experience in a financial/banking institution

Responsibilities

Professionally Member service activity associated with loan and deposit services: Provide accurate information for all products and services, as well as the status of all Member accounts
Cross-sell alternative or additional services where they best fit the Members needs
Generate checking accounts for new and existing Members
Assume primary ownership over all Member issues by accurately documenting, researching, and resolving or escalating Member issues associated with any product or service
Accurately document all requests for new membership, loans, deposit accounts and ancillary services
Effectively organize and prioritize Member requests and concerns to provide outstanding member experience
Provide basic financial services advice to Members that promotes their financial well-being
Perform consumer loan and new deposit account documentation and processing that will ensure the proper creation and maintenance of Member accounts
Act as liaison for MSRs and lending staff as needed to ensure timely and quality Member sales and service
Assist other MSRs and lending staff based on work requirements
Meet or exceed all sales, service and productivity goals established for this position
Registers with the Nationwide Mortgage Licensing System (NMLS) as a Mortgage Loan Originator (MLO) and maintains and renews the registration in addition to completing related compliance training as directed by KEMBA
Maintain an up-to-date status of all sales support and processing activity with routine reporting to management
Performs all duties in a manner that is fully compliant with applicable industry regulations as well as KEMBA policy and procedures
Develops an understanding of Credit Union history, philosophy, organization, policies, and operational procedures
On a self-directed basis, continue to improve individual level of competency through training and certification on established educational programs
Must be able to relate to other people beyond giving and receiving instructions: Can get along with coworkers or peers without exhibiting behavioral extremes
Perform work activities requiring negotiating, instructing, supervising, persuading, or speaking with others
Respond appropriately to criticism from a supervisor
Performs other duties as required by management