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WECU · 1 day ago

Outbound Relationship Officer

Bellingham, WA, US

Full-time

Onsite

Entry Level

$25.20/hr - $35.58/hr

1+ years exp

WECU is a not-for-profit financial cooperative seeking a full-time Outbound Relationship Officer to join their Contact Center team in Bellingham, WA. This role is responsible for processing member transactions, selling credit union products, and enhancing member relationships through effective communication.

Consumer LendingCreditCredit CardsFinancial Services

Responsibilities

Contributes to the organization's mission statement and goals by providing the highest quality of service, treating each person professionally - with warmth, courtesy and respect, cross-selling additional services, and making a personal effort to make members feel they belong and are important to the credit union

Maintains a broad knowledge of all types of account ownership and account classifications to assist members in making the most effective use of credit union services

Examines, evaluates, and authorizes or makes recommendations on approval of borrower applications for consumer loans

Identifies additional or potential lending and/or account opportunities in each interaction

Acts as a liaison between the member and the credit union through outbound attempts to maintain/gauge/improve existing membership and/or finalize new membership

Effectively interviews members to identify needs; proactively explains and refers available financial products and services to strengthen the member relationship

Demonstrates an aptitude for closing a sale, being able to ask for their commitment or suggest additional products or services

Ability to multi-task, prioritize and manage time effectively balancing making outbound calls while taking return inbound calls

Fosters a spirit of cooperation to ensure the success of the team. Displays flexibility regarding scheduling. Ability to work flexible hours as needed, which will include occasional Saturdays

Qualification

Sales experienceCustomer serviceLending experienceFinancial products knowledgeBi-lingual Spanish

Required

High school diploma or general education degree (GED)

Minimum 1 year experience as a WECU Service Consultant or Relationship Officer or related experience in a similar role at a financial institution or 3 years sales and customer experience in a retail environment may be accepted instead

Relevant training and/or lending or sales experience in a credit union, bank or other financial institution preferred