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Nuvision Federal Credit Union · 4 months ago

Member Relationship Center - Member Relationship Consultant - Full Time - Remote (AK,WA,WY)

United States

Full-time

Remote

Mid Level

$22.52/hr - $33.78/hr

3+ years exp

Nuvision Federal Credit Union is dedicated to providing tailored financial solutions and exceptional service to its members. The Member Relationship Consultant will handle inbound and outbound calls to assist potential members in opening new memberships and enhancing existing member relationships, while also cross-selling various credit union products and services. This role is crucial in representing the credit union positively and achieving service and sales goals.

Banking

No H1B

Responsibilities

Generate business through inbound/outbound calls using call lists to achieve sales goals

Work directly with members/potential members via telephone, and email having conversations that matter goals and provides appropriate solutions

Educates members on product offerings and services to improve their financial well-being

Explains pricing and answers questions from members/potential members building value in the member relationship

Proactively reach out to members by phone to review relationships

Follows up with members/potential members via telephone or email following initial contact

Manage current pipeline, DMV documents, and operation documents

Resolving member requests-calculating terms on loans/Certificates

Exemplify “Conversations that Matters” with every member interaction

Continued product education and compliance training to better service member calls

Maintains accurate daily record of member conversations in CRM

Qualification

Outbound callingSales goals achievementLending regulationsMicrosoft applicationsInterpersonal skillsCRM proficiencyCompliance knowledgeListening skillsCommunication skillsProblem-solving skills

Required

Minimum 3 years related experience with Nuvision and/or prior loan experience with a proven track record in meeting and or exceeding sales goals

Proven ability to originate business through outbound calling activity

Working knowledge of applicable law, regulations, compliance practices and Credit Union procedures

Solid knowledge of deposit, loan and ancillary products/services

Basic understanding of applicable lending regulations

Excellent communication and phone skills including professional verbal skills and etiquette

Strong interpersonal skills in order to effectively communicate with members, staff and management

Able to listen, identify a need and offer a solution to a members need

Solid computer knowledge and proficiency in Microsoft applications (Word, Outlook and Excel)

Able to manage multiple tasks and follow through with member requests with high priority

High school education

NMLS Registered

Successful completion of all compliance related coursework

Preferred

4+ years related experience with Nuvision and/or prior loan experience with proven track record in meeting and/or exceeding service and performance goals

Able to assemble facts, weigh alternative solutions and make sound decisions