1 Outbound Service Specialist Job in Fort Bragg, NC

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Outbound Service Specialist

FORT BRAGG FEDERAL CREDIT UNION

Fort Bragg, NC | Full Time

$37k-48k (estimate)

0 Months Ago

Outbound Service Specialist

$37k-48k (estimate)

Full Time | Banking 0 Months Ago

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FORT BRAGG FEDERAL CREDIT UNION is Hiring an Outbound Service Specialist Near Fort Bragg, NC

Purpose:

Reviews existing and potential member information from various lead lists and sources, determines communication strategy and initiates contact with them in order to educate and deepen financial relationships through the successful match and fulfillment of Credit Union products and services.
Primary Duties and Responsibilities:

1. Reviews and analyzes information of members to determine opportunities and options that will benefit them by saving them money and time.
2. Develops an appealing conversation strategy and initiates contact with member to discuss options.
3. Contacts, counsels and works with members to fulfill products and services meeting their financial needs through the use of letters, emails and telephone conversations.
4. Must be persistent and driven to succeed through the closing of sales.
5. Possesses strong communications skills and is able to relate well with members in a professional manner.
6. Familiar with and maintains comprehensive knowledge of credit union products, services and policies.
7. Must have a working knowledge of the overall Credit Union operation including computer system and usage.
8. Collects data, records events and prepares various reports as required.
9. Performs other duties as assigned.
10. Complies with all applicable laws, regulations, credit union policies, and procedures. Adheres to all security procedures and regulatory guidelines including but not limited to, Bank Secrecy Act, USA Patriot Act/Customer Identification Act (CIP) and the Office of Foreign Asset Control.

Minimum Qualifications:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the minimum level of knowledge, skills and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and Training:

High School Diploma plus additional coursework gained through attendance at vocational, technical or business school or equivalent experience
May be required to be NMLS registered and if so, must be able to meet the qualifications necessary to be registered with the NMLS under the provisions set forth by the S.A.F.E. Act. (including background screening and fingerprinting)
On an annual basis is required to complete mandatory Bank Secrecy Act, OFAC and Red Flag Identity Theft training.

Prior Experience:

1-3 years credit union, sales and/or customer service experience.

Interpersonal Skills:
Courtesy, tact and diplomacy are essential elements of the job. Work involves much personal contact with others inside and/or outside the organization for purposes of giving or obtaining information, building relationships, or soliciting cooperation.
Other Special Skills and Abilities:

Must have the ability to communicate effectively with members, either by telephone or in person and must project a positive, professional and cooperative approach when interacting with members.
Must be willing to “reach out” and call members to solicit new accounts and loan business.
Self-starter and well organized with strong attention to detail
Problem solving and mathematical skills and capabilities
Thrives in a fast paced team oriented environment
Must present a professional business like appearance.
Ability to work with a variety of software applications.
Excellent analytical skills to define problems, collect data and supporting information, establish facts, draw valid conclusions, and prepare/summarize accurate analyses/reports
Knowledge of general credit union or bank operations.
Excellent communication skills in English, both verbal and written
Strong PC skills, with advanced knowledge of Microsoft Excel, Word, and Outlook
Able to prioritize work, handle multiple tasks, effectively manage time, and select appropriate courses of action
Maintain confidentiality
Possess and demonstrate a strong commitment to providing excellent sales and service to FBFCU staff and members

Physical Demands:

Occasional standing, walking, bending, and stooping required
Must be able to sit at a desk for long periods of time and use a computer
Must be able to speak with multiple members for long periods of time throughout the day
Must be able to moderately lift or move up to 5 pounds and occasionally lift or move up to 10 pounds

Working Conditions:

Minimal adverse working conditions. Some fluctuations in temperature experienced in office setting.
May need to work beyond normal working hours to include evenings and weekends.