What are the responsibilities and job description for the Outbound Engagement Specialist position at Lake Trust Credit Union?
Hybrid Schedule - 3 days in office in Brighton, MI, 2 days remote available
More Than A Job!
Why do you work each day? To us, our jobs are not just something we do to make a living, it’s a way to live. We work to support our members; whether celebrating moments of joy, finding a solution to an obstacle, or offering encouragement through a time of struggle. The worth of our work isn’t measured in dollars and cents, it’s seen in our communities and felt by the people who believe in us.
Benefits Include:
- Financial wellbeing services
- 401(K) matching with up to 5% match
- Reduced health insurance
- Employee wellbeing services
- DE&I initiatives
- Work-life integration
What You'll Do
In this role, you will be responsible for generating new business and building strong relationships with current members and potential members. This team member will conduct outbound prospecting to uncover needs, inspire possibilities, and deliver solutions to advance our members’ financial success. Our ideal candidate is a dynamic with a passion for delivering exceptional member service
- Utilize GUIDE to make outbound calls to current members and potential members on products and services.
- Actively engage with current members on service or sales requests.
- Maintain detailed records of interactions and progress using our core systems
- Proactively seeking new business opportunities and fostering relationships with members
- Making 30-40 outbound calls per day supporting our members’ financial wellbeing.
- Following up on calls, emails, chats and SMS for member finical wellbeing. Using GUIDE overcomes objections by understanding the members’ needs.
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What You’ll Bring
- 2 years of sales experience required
- 2 years of experience in a Call Center environment required
- Proficient in navigating multiple browser tabs and troubleshooting computer issues
- Professional and personable attitude
- Energetic, enthusiastic, outgoing personality
What You’ll Get
- Ability to collaborate and build a sense of togetherness that contributes to a positive work environment.
- Being open to change and embracing new opportunities can lead to diverse experiences and career advancement.
- By prioritizing member wellbeing, which leads to increased engagement, improved team dynamics, higher levels of motivation and a stronger community culture.