Virtual Sales Representative

Leaders Credit Union

Virtual Sales Representative at Leaders Credit Union engaging with members and processing loan applications while providing excellent service. Fostering member relationships and promoting credit union products effectively.

Posted 5/6/2026full-timeJackson • Tennessee • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

Handles loan applications that come through our online portal as well as through phone.
Engages with members and seeks to understand their financial needs while actively sharing options using plain language, building rapport, and handling objections.
Refers ancillary products that would benefit each member.
Must be able to manage time effectively and process applications efficiently in order to meet goals.
Provides prompt, accurate, courteous, and professional service at all times.
Works directly with the underwriting department to step our members through the lending process.
Identify cross-sell opportunities for all credit union products that can best fit the member’s needs.
Accurately maintain member account information.

Requirements

What you’ll need

3 to 5 years of sales or banking experience
A two-year college degree or applicable specialized training
Proficiency in Microsoft Suite of Products (Excel, Outlook, Word, etc.)
Must maintain a professional, courteous, and friendly atmosphere for members and co-workers
Must have very strong communication skills (both written and verbal)
Listening skills, documenting skills, and organizational skills are a requirement.
Must be self-motivated and driven.
Must be comfortable receiving ongoing performance feedback and coaching.

Benefits

Comp & perks

healthcare
vacation time
sick time
401k options
profit-sharing plan

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

sales experiencebanking experiencetime managementapplication processingcross-sellingaccount maintenance

Soft Skills

communication skillslistening skillsorganizational skillsself-motivatedcourteousfriendlyrapport buildingobjection handling

Certifications

two-year college degreespecialized training