What are the responsibilities and job description for the Virtual Sales Representative position at Leaders Credit Union?
Thank you for taking the time to review our Virtual Sales Representative position. At Leaders Credit Union, our mission is to “Power your passion and make lives better.” We are very intentional about the hiring and interview process, which means we take our time. We want to make sure that you find the perfect career path! We truly appreciate your interest in Leaders Credit Union.
Who is Leaders Credit Union? We are a member-owned financial cooperative. This means that we exist to serve the needs of the consumers who own accounts at Leaders Credit Union. They are owners, and their financial well-being is at the heart of every decision we make. We are one of the largest credit unions in West Tennessee, and one of the most stable. Our purpose is simple: to provide a sound, convenient alternative to traditional banking.
What are our core values? As a team member of Leaders Credit Union, you would be asked to adhere to a specific set of core values. These values should govern all decisions that are made when serving our members’ needs. These values are:
- Member Focused
- Team Oriented
- Community Minded
- Forward Thinking
- Trusted Partner
Why Leaders? Leaders Credit Union has been ranked one of the Best Credit Unions to Work for four years in a row. So, what makes Leaders such a great place to work?
- Great benefits! We offer healthcare, vacation time, sick time, 401k options, and a profit-sharing plan (just to name a few!) Our Human Resources team is always looking to ensure that our benefit packages are competitive.
- Work with a mission! Our mission statement isn’t just something written on a billboard, we truly look to “power your passion and make lives better.” That mission is lived out by member-facing personnel as well as our back-office employees.
- Extensive training! We go to great lengths to make sure you know your job responsibilities and are comfortable through a very thorough training process. But our training goes beyond that. We offer monthly classes on everything from mortgage products to conflict resolution. We give you the tools you need to succeed.
- Room for growth! At Leaders, you are only limited by your own ambition. Being part of a quickly growing financial institution leaves room for personal growth, and we do our best to promote from within whenever possible.
What does a day as a Virtual Sales Representative look like?
Our Virtual Sales team works in our E-Branch, or call center. A Virtual Sales Representative’s responsibilities include, but are not limited to:
- 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.
What is the schedule? Our hours for this position are 8:00 am to 5:00pm Monday through Friday. We are also open on Saturdays from 9:00am to 1:00pm. Saturdays are covered on a rotating basis. Sometimes giving top-notch member service may require a little overtime, but we value work-life-balance and do our best to limit this.
Does your skillset and experience line up? For this role, we are looking for someone who:
- Has 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.
What is next? If you think this role is the perfect fit for you, please apply, and upload your resume online. Once you have applied you will receive an email from our system saying your application has been received. Keep an eye on your email over the next few weeks as this is our main form of communication. If the next step for you is an interview, we will reach out via email. If this position isn’t the right fit at this time, we will keep your resume on file in case anything else comes available that you might be a great fit for.
Thank you for choosing Leaders!
