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Principal Technical Consultant leading the technical delivery of Intapp's innovative solutions. Collaborating with Principal Consultant to ensure successful implementation and client satisfaction.
About the role
- Deliver a seamless and high-quality member experience
- Identify, diagnose, and address members’ consumer financial needs
- Refer members to specialized services when necessary
- Serve as a subject matter expert, resolving members' needs and providing expertise in specialized financial services
- Utilize product knowledge to provide excellent customer service and sales
- Sign all line and loan documents that originate through outbound/inbound call center
- Assist the community with financial wellness, including education programs, budgeting assistance, and access to financial planning resources
Requirements
- Bachelor’s Degree or equivalent related experience
- Minimum two years of experience in a sales-oriented, financial, or retail environment
- One year of experience in a financial institution (desired)
- Thorough understanding of the sales process and ability to manage a sales pipeline efficiently
- Strong proficiency and comfort level with learning new systems and programs
- Ability to navigate multiple systems simultaneously
- Ability to successfully complete 12-week in-house training program after hire
- Comprehensive understanding and knowledge of Credit Union key objectives, product and service solutions
- Knowledge of state and federal laws and regulations pertaining to membership, deposit, and loan products and services offered
- Proficient verbal and written communication skills
- Proficient math aptitude and analytical skills
- Problem resolution, negotiating, organization, multi-tasking and peer coaching skills
- Ability to work flexible shifts between the hours of 8:00am and 6:30pm during the week, and 8:00am and 1:30pm on Saturdays
Benefits
- medical, dental, vision and life insurance coverage
- disability and AD&D insurance
- health care and dependent care flexible spending accounts
- health savings accounts
- 401k plan
- employer-funded retirement plan
- 6.16 hours of paid time off (PTO) on a per pay period basis
- ten paid holidays throughout the calendar year
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