Outbound Account Consultant

There's a reason we've won so many awards for being one of the best companies to work for! We invite you to apply to join our family, and here's what's in it for you:

• 12 paid holidays
• Competitive compensation
• Benefits, perks, and discounts worth a double-take
• A positive atmosphere and co-workers who truly care
• Enjoyable activities and wellness initiatives
• Work-from-home flexibility
  
  

Summary: The Outbound Account Consultant plays a crucial role in analyzing financial and credit data, offering guidance to borrowers, and collecting information to optimize member services. Their contributions are instrumental in achieving the credit union's overarching goals and objectives. This position demands exceptional communication and problem-solving skills, a self-motivated and sales-oriented approach, and a steadfast commitment to upholding credit union and government standards.

Duties and Responsibilities:

• Make outbound calls to leads and existing members to offer credit union products and services, including account and loan products.
• Follow up on leads to ensure member satisfaction and identify additional opportunities to cross-sell products and services.
• Provide excellent customer service by answering member questions, addressing concerns, and providing accurate information.
• Participate in training and development programs to maintain and improve credit union products and services knowledge.
• Demonstrates a highly motivated, positive, outgoing, influential personality with a strong emphasis on sales and being results-oriented to ensure the credit union maximizes lending and sales.
• Consistently demonstrates the ability to think independently, outside the box, by effectively responding to each individual member’s unique situation.
• Commands a thorough knowledge of the lending process from application to closing to ensure maximum funding rates.
• Demonstrates an unsurpassed commitment to exceptional member service and teamwork, ensuring a positive experience with each encounter.
• Ensures all credit union and government standards are always met.
• Handle confidential information and maintain a high level of professionalism and discretion.
• This job description is not an exhaustive list of all job duties. Other duties may be assigned at any time.
  
  

Qualifications:

• High school diploma or GED required.
• 2-5 years of similar or related experience.
• Must have excellent written and oral communication skills.
• Must be highly self-motivated.
• Must be able to multi-task.
• Must be sales-oriented and results-driven with a track record of success.
• Must be well organized.
• Ability to work both independently and as a team.
• Ability to assess creditworthiness within the credit union guidelines.
• Ability to adapt to the changing needs of the credit union.
• Ability to think critically, adapt to various situations and solve problems.
• Must have or be able to get an NMLS license.
  
  

Competencies:

• Efficiently meet deadlines and consistently deliver high-quality work.
• Achieves or exceeds production goals as established by Credit Union.
• Ability to prioritize tasks and manage time effectively in a fast-paced environment.
• Demonstrate and continually update credit union and government standards knowledge through ongoing training.
• Maintain a professional, courteous, and friendly demeanor when interacting with both members and co-workers.
• Ability to adapt to changes in processes, procedures, and technology.
• Must be able to communicate effectively and professionally with members and co-workers.
• Exhibit punctuality and reliability, consistently meeting commitments and responsibilities.
• Ability to use proper phone etiquette and effectively communicate with members over the phone, including active listening, clear enunciation, and a professional and friendly demeanor.
• Innovate and employ effective problem-solving skills to address challenges and seize opportunities.
  
  

Computer/Software Skills:

• Microsoft Office Suite