Inside Sales - Digital Member Engagement

What You Will Do Here

• Provide exceptional digital and phone experiences by leveraging in-depth knowledge of credit union products and services.
• Accurately assess member needs to recommend appropriate financial solutions to meet member and organization objectives that drive digital engagement and adoption.
• Demonstrate strong personal drive, time management, and accountability to prioritize workload, pursue ongoing learning, and consistently meet or exceed individual sales and performance expectations.
• Demonstrate initiative by identifying and resolving member challenges, recognizing trends, escalating priority issues, and effectively utilizing credit union tools and resources.
• Demonstrate exceptional communication skills and attention to detail, modeling the credit union’s mission, vision, and values in all member interactions.

What You Will Need

• A High School Diploma or GED.
• 2+ years of customer service experience in a contact center, or Financial Service industry experience.
• 1+ years experience meeting sales objectives within the financial services industry or other types of retail businesses.
• 1+ years experience handling member contacts in a Desert Financial Credit Union Contact Center preferred.
• Demonstrated ability to drive individual sales performance through consultative conversations that align member needs with appropriate financial solutions.
• Detailed knowledge of Financial Services related products such as auto loans, home equity loans, mortgage, deposit, and checking accounts preferred.
• Excellent organizational and written communication skills with strong problem solving and decision-making abilities.
• Detailed knowledge of Financial Services related products such as auto loans, home equity loans, mortgage, deposit, and checking accounts.
• Demonstrated experience managing a high volume of member interactions while maintaining strong relationships and service quality standards.
• Demonstrated competency using Microsoft Office Suite(Outlook, Word, Excel).
• Contact Center knowledge including working with chat, digital and phone systems preferred.
• Working knowledge of Saleforce.com or similar CRM systems for managing leads, member interactions, and sales activities.
• NMLS - Nationwide Multistate Licensing System.