Responsible for inbound sales efforts focusing primarily on consumer lending and ancillary insurance sales. Promote quality member service and AFCU as their primary financial institution with a strict adherence to established policies and procedures. Strive for maximum sales results through working inbound sales calls, building positive member relationships, providing excellent member service, and promoting the products and services of the Credit Union.
Interviews, counsels, and advises members regarding loans, ancillary insurance sales and other products and services. Responsible for promoting, receiving and originating loan applications. Communicates application details and loan decisions to members. Counsels members on relevant solutions to needs.
Work in a sales-focused environment encouraging members to consider loans, products and services to improve their financial future.
1. Assumes responsibility for inbound sales efforts to promote member service solutions primarily focused on loans and ancillary insurance sales.
2. Responsible for promoting, receiving and originating loan applications. Communicates application details and loan decisions to members. Counsels members on relevant solutions to needs.
3. Maximizes the penetration of Credit Union products and services in order to meet/exceed established sales goals and baselines.
4. Responsible for handling member interactions via all channels while using effective sales techniques. Assesses members' current financial needs by using effective relationship building and consultative sales techniques.
5. Makes appropriate recommendations for loan and other products and services.
6. Highly motivated and self-driven. Sales and goal oriented.
Training/Education/Certification:
• High school graduate or equivalent
Required Knowledge:
• General knowledge of consumer loan processes, credit data, application processes and banking requirements
• Understanding of government regulations and legal requirements involving lending and related functions
Experience Required:
• Minimum of 2 years related experience in a sales position, credit union or financial institution
• At least two years’ experience as a loan originator
• Reviewing credit data and loan applications
• Proven sales track record
• Microsoft applications, including Power Point, Excel and Word
Skills/Abilities:
• Excellent communication and public relations skills.
• Professional appearance, dress, and attitude.
• Efficiency, accuracy, and the ability to deal with people are vital to the successful execution of this position
• Good organizational and problem-solving abilities.
• Ability to operate related computer applications, CTI phone system, smart fax, and all other applicable systems.
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