Demo

Outbound Sales Representative

Credit Union 1 Alaska
Anchorage, AK Full Time
POSTED ON 1/12/2025
AVAILABLE BEFORE 2/6/2025
Job Details

Description

ESSENTIAL JOB FUNCTIONS:

Sales via Outbound Calling

  • Contact non-members and members using a needs-based sales approach to close additional products and services by phone and email.
  • Educates members on products and services through evaluating member’s needs.
  • Interview and input applications for Loans and Depository accounts.
  • Work in partnership with operational departments to warm transfer service and processing functions.
  • Maintains minimum standard for deposit, loans and ancillary products.
  • Manage and develop their own diary, schedule call-backs, and future opportunities.
  • Build long lasting relationships with members and potential members.
  • Conducting market research to identify potential leads and sales strategy.
  • Provide feedback to management on member inquiries and trends to improve sales strategies.

Additional Requirements

  • Meet the minimum performance expectations as established for the position.
  • Meet the current standards as established for the department in the completion of all assigned duties.
  • Responsible for abiding and complying with the policy for compliance with the Bank Secrecy Act and anti-money laundering laws and regulations (BSA/AML) and the policy for compliance with Office of Foreign Assets Control laws and regulations (OFAC).
  • Ensure compliance with all applicable federal and state laws and regulations set forth by NCUA, CUNA and other government authorities.
  • Participate in all training, including but not limited to on-site classes, off site classes, and web-based training in order to keep up to date on product knowledge and effective sales techniques.
  • Able to work variable shifts within a 6 day a week schedule.
  • Adheres to the credit union’s dress code policy.
  • Perform other duties as assigned.

Qualifications

  • Must be a high school graduate or equivalent.
  • 2-3 years of Sales experience required.
  • 1 year experience lending preferred.
  • Must be flexible and able to work with many interruptions, ability to self-motivate, work independently while adjusting priorities to meet deadlines in a fast-paced environment.
  • Must be detail-oriented, have strong organizational skills, as well as good written and verbal communication skills.

Please note: Credit Union 1 does not provide relocation assistance. If selected for an on-site position, candidates will be responsible for relocating to Alaska prior to the agreed upon start date at their own expense.

To be eligible for this position, applicants must be legally authorized to work in the United States without restriction. Credit Union 1 does not provide visa sponsorship.

Only applicants who meet the minimum requirements for this position will be considered for an interview. This position is open until filled.

Thank you for your interest in the opportunity with Credit Union 1!

Background Screening Statement: Candidates selected for a position at Credit Union 1 will be subject to a criminal background check prior to their employment. An offer of employment may be rejected or terminated based on receipt of an unacceptable background screening.

EEO Statement: Credit Union 1 provides equal employment opportunities to all employees and applicants for employment, prohibiting discrimination and harassment of any type without regard to race, color, religion, sex, age, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identify or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

E-Verify Statement: Credit Union 1 participates in E-Verify and will provide the federal government with your form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, Credit Union 1 is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before Credit Union 1 can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer an completed the Form I-9. For more information on E-Verify, or if you believe that Credit Union 1 has violated its E-Verify responsibilities, please contact DHS at 888-897-7781 or dhs.gov/e-verify.

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