Job description

Objective

The Virtual Branch Outbound Sales Representative is a results-driven call center position responsible for performing a broad variety of Member focused sales and service-related activities that helps enrich the financial lives of our member. This high-contact sales position requires the ability to deal effectively with Members and other KEMBA Associates for all inbound/outbound Member activity that results from Member calls, e-mail, and internet activity.

Duties and Responsibilities

Professionally service Member activity associated with loan and deposit services via outbound dialing efforts:

• Provide accurate information for all products and services, as well as the status of all Member accounts
• Cross-sell alternative or additional services where they best fit the Member’s needs
• Develop and manage outbound dialing lists and strategy to effectively contact Membership
• Appropriately onboard and build additional product relationships with members obtained through alternative channels (Indirect lending sources)
• Generate checking accounts for new and existing Members
• Assume primary ownership over all Member issues by accurately documenting, researching, and resolving or escalating Member issues associated with any product or service
• Accurately document all requests for new membership, loans, deposit accounts and ancillary services
• Effectively organize and prioritize Member requests and concerns to provide outstanding member experience
• Provide basic financial services advice to Members that promotes their financial well-being
• Perform consumer loan and new deposit account documentation and processing that will ensure the proper creation and maintenance of Member accounts
• Assist other MSRs and lending staff based on work requirements
• Meet or exceed all sales, service and productivity goals established for this position
• Registers with the Nationwide Mortgage Licensing System (NMLS) as a Mortgage Loan Originator (MLO) and maintains and renews the registration in addition to completing related compliance training as directed by KEMBA
• Maintain an up-to-date status of all sales support and processing activity with routine reporting to management
• Perform all duties in a manner that is 100% compliant with KEMBA policy and procedures
• Develops an understanding of Credit Union history, philosophy, organization, policies, and operational procedures
• On a self-directed basis, continue to improve individual level of competency through training and certification on established educational programs
• Must be able to relate to other people beyond giving and receiving feedback
• Performs other duties as required by management

Required Qualifications

• High school diploma or equivalent education and experience
• Prior over-the-phone or platform sales experience preferably in a banking environment
• Prior experience in a customer service role
• Strong organizational skills and attention to detail
• Must value a high degree of accuracy and speed
• Professional demeanor
• Effective communication skills

Desired Qualifications

• Prior experience in a financial/banking institution

Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of the job, the employee is regularly required to sit; use hands to finger, handle, or feel and talk or hear. The employee is frequently required to reach with hands and arms. The employee is occasionally required to stand and walk. The employee must occasionally lift and/or move up to 15 pounds. Specific vision abilities required by this job include close vision, distance vision and ability to adjust focus.

Benefits:

Competitive pay

Medical, dental, and vision insurance

Four weeks of paid time off (PTO) per year

11 paid holidays and paid birthday per year

Dollar-for-dollar 401(k) match up to 5% of associates’ salaries

Profit sharing bonus opportunity

Tuition reimbursement

Free life and disability insurance

Why work at KEMBA Financial Credit Union? Thanks to prudent decision-making and hard work, KEMBA Financial Credit Union has grown steadily over the years and has become one of the largest credit unions in Ohio. We are proud of our culture of excellence; it is our members who make KEMBA Financial Credit Union a better way to bank and our associates who make KEMBA Financial Credit Union a better place to work.

EOE statement We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law. If you have a disability and are unable to utilize our online application system, you may mail your resume to KEMBA Financial Credit Unit, Attn: Human Resources.

Job Type: Full-time

Pay: $19.23 - $20.00 per hour

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Employee discount
• Health insurance
• Paid time off
• Paid training
• Tuition reimbursement
• Vision insurance

Shift:

• 8 hour shift
• Day shift

Supplemental pay types:

• Commission pay

Weekly day range:

• Monday to Friday
• Weekend availability

Ability to commute/relocate:

• Columbus, OH: Reliably commute or planning to relocate before starting work (Required)

Experience:

• Sales: 1 year (Required)
• Banking: 1 year (Preferred)
• Customer service: 1 year (Required)

Work Location: One location

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