Virtual Sales Representative engaging with members for loan applications and financial needs at Leaders Credit Union. Providing professional service while maintaining member account information and identifying cross-sell opportunities.
Responsibilities
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
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
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)
This position has significant work over the phone
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
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