Advia Credit Union · 22 hours ago
Member Outbound Specialist
Kalamazoo,MI,US
Full-time
Hybrid
Mid Level
$22.68/hr - $27.22/hr
3+ years expAdvia Credit Union is a fast-growing organization serving over 198,000 members with a focus on providing financial advantages. They are seeking a Member Outbound Specialist to engage with members through outbound calling, recommend products and services, and ensure an impactful member experience.
BankingFinancial Services
Responsibilities
Place outbound calls to sales prospects and advise potential members to close on recommended product or service. This includes following up on Synapsis and indirect channel prospects
Interviews existing and potential members by telephone, and explains specific services, products and policies. Identifies members' needs and cross-sells Credit Union services and products in an appropriate, professional manner, meeting Credit Union standards
Performs lending functions and offers lending solutions of all varieties including HELOC and Business Lending
Solves problems and answers member questions over the phone by listening, collecting data, securing answers, and following up to resolve the matter to the satisfaction of the inquiring party. Discusses confidential personal financial circumstances with members as needed
Completes all documents for various products and services. Processes all transactions pertaining to the maintenance, changes, and adjustments of products and services
Back up the Member Contact Specialist by receiving inbound calls including transferred sales prospects and calls from current and potential members
Counsels members regarding money management and financial matters. Counsels members whose loan requests were denied, explaining reasons and alternatives
Opens new accounts, prepares all paperwork accurately and assists the member with the signing of documents necessary to process. Verifies information and ensures all new accounts are processed properly
Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control. Additionally, all employees must follow policies and procedures to minimize risk by exercising judgment, raising questions to management, and adhering to policy guidelines
Qualification
Required
Three years to five years of similar or related experience, including preparatory experience
A high school degree or equivalent
A significant level of trust, credibility and diplomacy is required
In-depth dialogue, conversations and explanations with customers, direct and indirect reports and outside vendors can be of a sensitive and/or highly confidential nature
Communications may involve motivating, influencing, educating and/or advising others on matters of significance
Must be capable of climbing/descending stairs in emergency situation
Must be able to operate routine office equipment including telephone, copier, facsimile, and calculator
Must be able to routinely perform work on computer for an average of 6-8 hours per day
Must be able to work extended hours whenever required or requested by management
Must be capable of regular, reliable and timely attendance
Must be able to perform job functions with 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
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 confidential matters
Preferred
Proficiency testing is required, with a specific need for Spanish language proficiency
Benefits
Medical, dental, and vision insurance to keep you and your family healthy.
401(k) with company match, life insurance, and disability coverage.
Generous paid time off (PTO), paid holidays, and paid parental leave.
Learning and development programs, plus tuition reimbursement to support your career journey.
Free Telemedicine
Employee Assistance Program (EAP)
Wellness initiatives
Paid Community Action Volunteer Hours
Company
Advia Credit Union
Advia Credit Union's mission is to provide financial advantages.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Dustin Adams, CFA, CPA
Chief Financial Officer
Ray Black
EVP, Chief Operating Officer
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