KEMBA Financial Credit Union · 1 month ago
Virtual Branch Sales Representative
Columbus, OH
Full-time
Onsite
New Grad, Entry LevelKEMBA Financial Credit Union is seeking a Virtual Branch Sales Representative to enhance the financial lives of their members through a variety of sales and service-related activities. The role involves providing accurate information, resolving member issues, and meeting sales goals in a high-contact call center environment.
BankingFinanceFinancial ServicesNon Profit
Responsibilities
Professionally Member service activity associated with loan and deposit services:
Provide accurate information for all products and services, as well as the status of all Member accounts
Cross-sell alternative or additional services where they best fit the Member’s needs
Generate checking accounts for new and existing Members
Assume primary ownership over all Member issues by accurately documenting, researching, and resolving or escalating Member issues associated with any product or service
Accurately document all requests for new membership, loans, deposit accounts and ancillary services
Effectively organize and prioritize Member requests and concerns to provide outstanding member experience
Provide basic financial services advice to Members that promotes their financial well-being
Perform consumer loan and new deposit account documentation and processing that will ensure the proper creation and maintenance of Member accounts
Act as liaison for MSRs and lending staff as needed to ensure timely and quality Member sales and service
Assist other MSRs and lending staff based on work requirements
Meet or exceed all sales, service and productivity goals established for this position
Registers with the Nationwide Mortgage Licensing System (NMLS) as a Mortgage Loan Originator (MLO) and maintains and renews the registration in addition to completing related compliance training as directed by KEMBA
Maintain an up-to-date status of all sales support and processing activity with routine reporting to management
Performs all duties in a manner that is fully compliant with applicable industry regulations as well as KEMBA policy and procedures
Develops an understanding of Credit Union history, philosophy, organization, policies, and operational procedures
On a self-directed basis, continue to improve individual level of competency through training and certification on established educational programs
Must be able to relate to other people beyond giving and receiving instructions:
Can get along with coworkers or peers without exhibiting behavioral extremes
Perform work activities requiring negotiating, instructing, supervising, persuading, or speaking with others
Respond appropriately to criticism from a supervisor
Performs other duties as required by management
Qualification
Required
High school diploma or equivalent education and experience
Prior over-the-phone or platform sales experience preferably in a banking environment
Prior experience in a customer service role
Strong organizational skills and attention to detail
Must value a high degree of accuracy and speed
Professional demeanor
Effective communication skills
Preferred
Prior experience in a financial/banking institution
Company
KEMBA Financial Credit Union
KEMBA Financial Credit Union is a non-profit financial institution offering loans, home equity loans, and mortgage loans.
Founded in 1933
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Mark Decello
Retired
Recent News
2025-07-01
GlobalFinTechSeries
2025-06-27
2024-04-25
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