Neighbors Federal Credit Union · 2 days ago
Outbound Call Sales Representative
Baton Rouge, LA, US
Full-time
Onsite
Entry Level
$45K/yr - $56K/yr
1+ years expNeighbors Federal Credit Union is focused on driving loan and deposit growth by engaging members through calls. The Outbound Call Sales Representative will promote financial products, build relationships, and ensure compliance while meeting sales goals.
Financial Services
Responsibilities
Proactively conduct outbound and inbound calls to existing and prospective members to promote consumer loan products, deposit accounts, and credit union services
Meet or exceed established monthly sales, referral, and participation goals related to loan production, deposit account openings, and ancillary products including GAP, Credit Life, Credit Disability, and Vehicle Service Contracts
Identify member financial needs through consultative discussions and recommend appropriate lending and deposit solutions, including checking, savings, money market, and certificate accounts
Open, fund, and service deposit accounts in accordance with credit union policies, procedures, and regulatory requirements
Build and maintain strong, long-term member relationships by delivering personalized service, proactive follow-up, and ongoing financial solutions
Generate new business opportunities by soliciting referrals from existing members and responding to member inquiries via phone and email
Educate members on promotions, product features, pricing, and cost-saving opportunities related to loans, deposit accounts, and bundled relationship solutions
Counsel members on creditworthiness, cash flow, and savings strategies to support informed financial decision-making
Accurately process loan applications, deposit account openings, and related documentation using automated loan origination, account opening, and CRM systems
Ensure all member interactions, account openings, and documentation comply with credit union policies, procedures, privacy standards, and applicable lending and deposit regulations
Conduct follow-up contacts to ensure member satisfaction, complete funding or account setup, and identify additional cross-sell opportunities
Coordinate with back-office, operations, underwriting, and compliance teams to resolve documentation issues, account exceptions, or credit-related matters
Promote and educate members on digital banking services, alternative delivery channels, and self-service tools to enhance convenience and engagement
Adhere to proper call handling, call transfer, verification, and documentation procedures to ensure service quality and operational efficiency
Provide support for inbound sales and service calls and assist with branch or contact center operations as needed
Maintain knowledge of and comply with federal regulations such as the Bank Secrecy Act as well as credit union security protocols as it relates to this position
Perform other related duties as assigned to support overall lending, deposit growth, and member service objectives
Qualification
Required
High school diploma or equivalent
One or more years experience in telesales
Ability to read and write
Ability to count and deal with numbers and details effectively
Ability to deal effectively with people at all levels, orally, in writing, or by phone
Ability to effectively and efficiently communicate orally, in writing, and by phone
Ability to deal with members effectively (friendliness, tact and diplomacy)
Ability to learn, apply, and communicate knowledge of policies and procedures of the loan department
Ability to learn, apply, and communicate knowledge of credit union products and services
Ability to coordinate, process and analyze lending documentation and decisions
Ability to make sound decisions on issues and justify them
Ability to work independently and with little supervision
Ability to input and retrieve data from computer
Ability to use a calculator
Ability to type accurately
Ability to compose letters and memorandum
Ability to use and learn office machines (i.e., copier, fax, terminals)
Ability to use the automated loan application software
Proficient PC skills
Excellent verbal and written communication skills
Superior closing skills
Preferred
Two years lending-related experience in a financial institution or a college degree
Company
Neighbors Federal Credit Union
Neighbors Federal Credit Union is a credit union offering consumer and business services to anyone who lives, works, or worships.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Jody Caraccioli
CFO
Recent News
Bank Automation News
2025-02-13
Company data provided by crunchbase