What are the responsibilities and job description for the Member Sales Specialist position at 3Rivers Federal Credit Union?
Reports To: Branch Manager
Position Type: Non-Exempt
Location: Onsite- Angola
Individual Contributor
Pay Range: $20.70/hr - $28.59/hr
Note: Pay is dependent on skill and experience. The top of the range reflects candidates with 10 years in similar positions with comparable responsibilities.
Position Summary
The Member Sales Specialist follows up on referral needs and uses persistence and persuasion to overcome objections to make 3Rivers their institution of choice. Provides advice and assistance regarding budget counseling, consolidations, pay methods, and other areas relating to member’s financial needs. Performs transactions and loan applications on members’ accounts accurately and in accordance with current practices, examines signatures and endorsements comparing them to valid identification. Acts in the members’ best interest through compliance with all credit union policies and procedures, as well as maintaining knowledge of regulations (i.e. Reg CC, Bank Secrecy Act, OFAC, Patriot Act, Reg E, Reg DD, etc.). Ensures all Credit Union member information and transactions are kept confidential. Opens and closes accounts, manages the lending process, evaluates need, up-sells products, and maintains knowledge of internal trends and competitor’s rates, terms, etc. Proficient at impacting the Measures that Matter by initiating sales contacts, incorporating on-boarding techniques and using call lists to increase loan wallet share. Increases member satisfaction by being highly responsive to the needs of members.
Knowledge Requirements
Normal
CORE VALUES
Commitment- Be all in.
Consistency- Be all in EVERY DAY.
Innovation- Think (UYH) and ASK WHY.
Integrity- Do the RIGHT thing, not the easy or quick thing.
Quality - Do an OUTSTANDING job, don’t run out of GAS.
Trust- Hold trust and be trustworthy.
Value- Make members lives better, easier, safer; help them fulfill dreams; help them do what they don’t know how to, or think isn’t possible even if it’s not here (see integrity above); make them wiser; help them build wealth (beyond saving $$)
Position Type: Non-Exempt
Location: Onsite- Angola
Individual Contributor
Pay Range: $20.70/hr - $28.59/hr
Note: Pay is dependent on skill and experience. The top of the range reflects candidates with 10 years in similar positions with comparable responsibilities.
Position Summary
The Member Sales Specialist follows up on referral needs and uses persistence and persuasion to overcome objections to make 3Rivers their institution of choice. Provides advice and assistance regarding budget counseling, consolidations, pay methods, and other areas relating to member’s financial needs. Performs transactions and loan applications on members’ accounts accurately and in accordance with current practices, examines signatures and endorsements comparing them to valid identification. Acts in the members’ best interest through compliance with all credit union policies and procedures, as well as maintaining knowledge of regulations (i.e. Reg CC, Bank Secrecy Act, OFAC, Patriot Act, Reg E, Reg DD, etc.). Ensures all Credit Union member information and transactions are kept confidential. Opens and closes accounts, manages the lending process, evaluates need, up-sells products, and maintains knowledge of internal trends and competitor’s rates, terms, etc. Proficient at impacting the Measures that Matter by initiating sales contacts, incorporating on-boarding techniques and using call lists to increase loan wallet share. Increases member satisfaction by being highly responsive to the needs of members.
Knowledge Requirements
- Excellent communications skills (both oral and written)
- Ability to gather and analyze data.
- Experience preferred in regard to cash handling (cashier) and clerical office work.
- Strong sales and service skills
- Ability to operate computer, typewriter, phone, adding machine, and other office equipment.
- Interpersonal skills to present the Credit Union in a positive way during transactions.
- Basic knowledge of loans, types and purposes
- Adheres to all federal, state and credit union regulations and policies.
- High School Diploma
- College degree and/or experience
- Business School Courses Preferred
Normal
CORE VALUES
Commitment- Be all in.
Consistency- Be all in EVERY DAY.
Innovation- Think (UYH) and ASK WHY.
Integrity- Do the RIGHT thing, not the easy or quick thing.
Quality - Do an OUTSTANDING job, don’t run out of GAS.
Trust- Hold trust and be trustworthy.
Value- Make members lives better, easier, safer; help them fulfill dreams; help them do what they don’t know how to, or think isn’t possible even if it’s not here (see integrity above); make them wiser; help them build wealth (beyond saving $$)
Salary : $21 - $29