What are the responsibilities and job description for the Member Sales Specialist position at 3Rivers Federal Credit Union?
Member Sales Specialist
Reports To: Branch Manager or Float Team Manager in Training
Location: Onsite
Position Type: Non-Exempt
Position Type: Non-Exempt
Pay: $21.75/hr - $25/hr
***Note: The salary for this position is based on a combination of education, relevant experience, and industry standards. The top of the posted pay range reflects compensation for candidates with a similar title, performing comparable duties within a similar industry, and possessing 12 or more years of experience. Actual compensation will be determined based on individual qualifications.
Position Summary
Position Summary
The Member Sales Specialist follows up on referral needs and uses persistence and persuasion to overcome objections to make 3Rivers their institution of choice. Provides advice and assistance regarding budget counseling, consolidations, pay methods, and other areas relating to member’s financial needs. Performs transactions and loan applications on members’ accounts accurately and in accordance with current practices, examines signatures and endorsements comparing them to valid identification. Acts in the members’ best interest through compliance with all credit union policies and procedures, as well as maintaining knowledge of regulations (i.e. Reg CC, Bank Secrecy Act, OFAC, Patriot Act, Reg E, Reg DD, etc.). Ensures all Credit Union member information and transactions are kept confidential. Opens and closes accounts, manages the lending process, evaluates need, up-sells products, and maintains knowledge of internal trends and competitor’s rates, terms, etc. Proficient at impacting the Measures that Matter by initiating sales contacts, incorporating on-boarding techniques and using call lists to increase loan wallet share. Increases member satisfaction by being highly responsive to the needs of members.
Knowledge Requirements
Knowledge Requirements
- Excellent communications skills (both oral and written)
- Ability to gather and analyze data.
- Experience preferred in regards to cash handling (cashier) and clerical office work.
- Strong sales and service skills
- Ability to operate computer, typewriter, phone, adding machine, and other office equipment.
- Interpersonal skills to present the Credit Union in a positive way during transactions.
- Basic knowledge of loans, types and purposes
- Adheres to all federal, state and credit union regulations and policies.
Education and Experience
- High School Diploma
- College degree and/or experience
- Business School Courses Preferred
Work Environment & Physical Effort Required
Normal
Core Values
Commitment - Be all in.
Consistency - Be all in EVERY DAY.
Innovation - Think (UYH) and ASK WHY.
Integrity - Do the RIGHT thing, not the easy or quick thing.
Quality - Do an OUTSTANDING job, don't run out of GAS.
Trust - Hold trust and be trustworthy.
Value - Make members lives better, easier, safer; help them fulfill dreams; help them to do what they don't know how to or think isn't possible even if it's not here (see integrity above); make them wiser; help them build wealth (beyond saving $$)
Salary : $22 - $25
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