Member Financial Representative
Connexus Credit Union
full-time
Posted on:
Location Type: Remote
Location: Florida • Illinois • United States
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Job Level
About the role
- Provide the highest level phone support for all Connexus products and services.
- Open new accounts for members and employees.
- Build trusted relationships that lead to financial opportunities.
- Respond to inquiries left on the website and customer relationship management software.
- Partner with a variety of other teams to provide a best-in-class experience.
- Engage members in robust and proactive financial review conversations resulting in personalized recommendations based on their unique needs.
- Open new loan and deposit products, and build ongoing and valuable relationships.
- Assist members through a variety of channels, including over the phone and digitally while troubleshooting as necessary.
- Develop working knowledge of deposit and loan products, accurately open memberships and upsell appropriate accounts.
- Responsible for developing additional business by promoting credit union products and services through building and maintaining strong member relationships.
- Make outbound sales calls and educate team members on new or existing products.
Requirements
- Associate’s degree or commensurate experience is Required.
- 1+ years of prior work experience in sales or customer service is Required.
- Evidence of excellent verbal communication skills along with an outgoing personality that demonstrates a positive, friendly, and energetic attitude.
- Ability to remain calm under pressure and to be entrusted with the handling of confidential and personal matters.
- Self-starter with a strong desire to learn, work, and think independently.
- Demonstrates strong interpersonal skills, fostering relationships with internal and external contacts, serving as a reliable point of contact for inquiries, requests, and information.
- Demonstrates the ability to exercise sound judgment and decision-making skills in handling day-to-day tasks and resolving routine issues independently, while knowing when to escalate more complex matters to leadership.
- Knowledge and ability to efficiently navigate among numerous computer systems.
Benefits
- 20 days of paid time off and 10 paid holidays
- 16 hours of paid Volunteer Time Off
- 401K Retirement with up to 6% employer match
- Excellent Health, Dental, Vision insurance, including multiple plan options
- Health Savings Account with generous employer contributions
- Employer paid Life insurance, Short-Term and Long-Term Disability
- Tuition Reimbursement from $4,000 - $7,000 per calendar year
- Robust Learning and Development program that includes an annual professional development stipend
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
salescustomer servicefinancial reviewupsellingtroubleshootingaccount managementproduct promotionrelationship buildingconfidentiality handlingdecision-making
Soft Skills
verbal communicationoutgoing personalitypositive attitudecalm under pressureself-starterinterpersonal skillsreliable point of contactsound judgmentindependent thinkingrelationship fostering
Certifications
Associate’s degree