Virtual Sales Representative

Leaders Credit Union•Jackson, TN

4d•Onsite

About The Position

At Leaders Credit Union, our mission is to “Power your passion and make lives better.” We are a member-owned financial cooperative, existing to serve the needs of our members, who are owners, and their financial well-being is at the heart of every decision we make. We are one of the largest and most stable credit unions in West Tennessee, providing a sound, convenient alternative to traditional banking. Leaders Credit Union has been ranked one of the Best Credit Unions to Work for four years in a row, offering great benefits, a mission-driven work environment, extensive training, and room for growth.

Requirements

3 to 5 years of sales or banking experience
A two-year college degree or applicable specialized training
Proficiency in Microsoft Suite of Products (Excel, Outlook, Word, etc.)
Must maintain a professional, courteous, and friendly atmosphere for members and co-workers
Must have very strong communication skills (both written and verbal)
This position has significant work over the phone. Listening skills, documenting skills and organizational skills are a requirement.
Must be self-motivated and driven.
Must be comfortable receiving ongoing performance feedback and coaching.

Responsibilities

Handles loan applications that come through our online portal as well as through phone.
Engages with members and seeks to understand their financial needs while actively sharing options using plain language, building rapport, and handling objections. Refers ancillary products that would benefit each member.
This position has aggressive goals and targets. Must be able to manage time effectively and process applications efficiently in order to meet goals.
Provides prompt, accurate, courteous, and professional service at all times.
Works directly with the underwriting department to step our members through the lending process.
Identify cross-sell opportunities for all credit union products that can best fit the member’s needs.
Accurately maintain member account information.