Inside Sales - Inbound Member Engagement

What You Will Do Here

• Provide exceptional experiences through in-depth knowledge of credit union products and services.
• Accurately assess consumer interactions to appropriately determine needs and recommend financial solutions to meet those needs and organization objectives.
• Demonstrate exceptional personal drive and time management skills to effectively prioritize and manage workload, initiate self-development, and achieve the performance objectives and expectations of the role.
• Demonstrate initiative by identifying and solving consumer challenges, identifying trends and escalating priority issues, and effectively utilizing credit union resources and services.
• Display exceptional verbal and written communication skills and attention to detail, modeling the credit union’s mission, vision, and values.
• Maintain knowledge of relative processes, procedures, and regulatory guidelines.
• Perform other job-related duties as assigned.

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).
• Excellent organizational and written communication skills.
• Strong, problem solving and decision-making skills.
• Detail knowledge of Financial Services related products such as auto loans, home equity loans, mortgage, deposit, and checking accounts (preferred).
• Extensive experience with member contact and ongoing relationship building through a consultative sales approach.
• Contact Center knowledge including working with chat, digital and phone systems.
• Demonstrated competency using Microsoft Office Suite(Outlook, Excel, Word).
• Working knowledge of Saleforce.com (preferred).
• NMLS - Nationwide Multistate Licensing System.

Pay

The pay for this role is competitive and commensurate with experience.

Schedule

The schedule for this role is typically Monday through Friday, with some evening and weekend availability as needed.

Benefits

The credit union offers a comprehensive benefits package that includes health insurance, retirement savings plans, and paid time off.