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TTCU Federal Credit Union · 8 hours ago

Member Outreach Specialist

TULSA, Oklahoma, United States

Full-time

Onsite

Entry, Mid Level

2+ years exp

TTCU Federal Credit Union is seeking a Member Outreach Specialist to enhance member relationships and drive growth in products and services. The role involves conducting research, reaching out to members primarily via phone, and providing tailored product recommendations while ensuring compliance with regulatory requirements.

FinanceFinancial ServicesLending

Growth Opportunities

Responsibilities

Using the Member data, contact Members to discuss the benefits of TTCU's products and services, build long-term Member relationships and generate closed sales. Cross-sells a full range of consumer products/services to existing and potential members through proactive techniques such as outbound calls. Prospects may be generated through the marketing department database, inbound contacts or personal referrals

Research and analyze information from Member records, Marketing Research Analyst data mining, along with any additional sources needed to determine what additional products and services Members would benefit from

Build caring relationships and earn the trust of TTCU members by providing accurate, thorough answers to member questions via phone, call queues and/or member facing, utilizing various resources including handouts, peers and supervisors

Assist members with loan applications including gathering the information, auditing for completeness and keeping an open line of communication between TTCU and the member keeping them informed on approvals and denials. Call the member to provide the determination and answer any questions or concerns that may arise

Qualification

Sales experienceResearch skillsNegotiation skillsMicrosoft OfficeAnalytical skillsCommunication skillsCustomer serviceTeam playerAttention to detailConfidentiality

Required

Associates degree preferred

Must have and maintain a valid driver's license

Ability to qualify and maintain Oklahoma Resident Limited Producer License (NMLS)

Proven ability with negotiation and sales /2 Year Intermediate

Intermediate knowledge with Microsoft Office (Word, Excel, PowerPoint, SharePoint and Outlook)

Ability to navigate the Internet using Microsoft Internet Explorer

Well developed research skills, excellent analytical and critical thinking skills and the ability to identify, review and communicate appropriate recommendations

Ability to learn proprietary computer software such as FSP, OnBase, Touché and Cisco Agent Desktop

Follow policies and procedures; support organization's goals and values; and demonstrated dependability through good attendance and adherence to timeliness and schedules

Advanced level of written and verbal communication skills with a special emphasis on telephone etiquette required to effectively interface with members and employees

Strong attention to detail and the ability to maintain confidential information appropriately and exercise discretion, sensitivity and tact at all times

Exceptional listening skills with the ability to comprehend and analyze conversations to better identify member needs

Ability to function effectively within a group or team

Ability to create an atmosphere which promotes TTCU's Core Values by maintaining a high level of personal integrity, presenting a friendly, enthusiastic and professional demeanor while providing extraordinary service to members and fostering teamwork among employees

Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team

Must be able to read and carry out various instructions and follow oral instructions

Must be able to speak clearly and deliver information in a logical and understandable sequence

Must be able to perform basic mathematical calculations with extreme accuracy

Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public

Must be able to perform responsibilities with composure under the stress of deadlines/requirements for extreme accuracy and quality and/or fast pace

Must be able to effectively handle multiple, simultaneous, and changing priorities

Must be capable of exercising highest level of discretion on both internal and external confidential matters

Company

TTCU Federal Credit Union

Glassdoor4.3

Established in 1934, TTCU Federal Credit Union is a $2.6 billion financial institution with a full complement of depository, lending and financial advisory services.

Founded in 1934

Tulsa, Oklahoma, USA

201-500 employees