Summary
Location
Wyoming, Alaska, Washington
Salary
$0k - $0k
Type
full-time
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About this role
We embrace passionate Team Members who consistently display our values: United, Informative, Approachable, Caring and Transparent. We are united in our collective effort to achieve member goals and proactively provide solutions tailored to individual Member needs. We are committed to ensuring that each Member receives a positive service experience and trusted financial advice. Join the Nuvision Team today! Let us be part of your career journey!
Sign-on bonus available for eligible external applicants! Contact us today to learn more!
The Member Relationship Consultant will assist with inbound/outbound calls with potential members seeking to open new memberships and enhance member’s relationships with the credit union. They will also call on leads from our existing member base to meet or exceed credit union goals. This position cross-sells Credit Union products and services including: deposits, loans, Investments, insurance products, first mortgages and Autoland. This position is expected to represent the Credit Union in a positive and professional manner at all times and required at a minimum to meet or exceed assigned members service and/or sales goals. This position adds value by presenting a professional image of the Credit Union since this is the first point of contact for members. This position supports Credit Union depository and lending products as well as assists in the achievement of overall service and sales related goals.
Responsibilities:
- Generate business through inbound/outbound calls using call lists to achieve sales goals.
- Work directly with members/potential members via telephone, and email having conversations that matter goals and provides appropriate solutions.
- Educates members on product offerings and services to improve their financial well-being.
- Explains pricing and answers questions from members/potential members building value in the member relationship.
- Proactively reach out to members by phone to review relationships.
- Follows up with members/potential members via telephone or email following initial contact.
- Manage current pipeline, DMV documents, and operation documents.
- Resolving member requests-calculating terms on loans/Certificates
- Exemplify “Conversations that Matters” with every member interaction
- Continued product education and compliance training to better service member calls.
- Maintains accurate daily record of member conversations in CRM.
- Minimum 3 years related experience with Nuvision and/or prior loan experience with a proven track record in meeting and or exceeding sales goals
- Proven ability to originate business through outbound calling activity.
- Working knowledge of applicable law, regulations, compliance practices and Credit Union procedures.
- Solid knowledge of deposit, loan and ancillary products/services
- Basic understanding of applicable lending regulations
- Excellent communication and phone skills including professional verbal skills and etiquette
- Strong interpersonal skills in order to effectively communicate with members, staff and management
- Able to listen, identify a need and offer a solution to a members need.
- Solid computer knowledge and proficiency in Microsoft applications (Word, Outlook and Excel)
- Able to manage multiple tasks and follow through with member requests with high priority.
Preferred Qualifications:
- 4+ years related experience with Nuvision and/or prior loan experience with proven track record in meeting and/or exceeding service and performance goals.
- Able to assemble facts, weigh alternative solutions and make sound decisions.
Website: nuvisionfederal.com/careers
Education:
- High school education
- NMLS Registered
- Successful completion of all compliance related coursework
Pay scale by applicable geographic location:
- Alaska: Min-$25.90 Mid-$32.38 Max-$38.85
- Washington: Min-$26.54 Mid-$33.17 Max-$39.80
- Wyoming: Min-$22.52 Mid-$28.15 Max-$33.78
The final pay offered to a successful candidate will be dependent on several factors that may include but are not limited to the type and years of applicable experience within the job, the type of years and experience within the industry, job related training/education, etc.
Benefits:
- Medical
- Dental
- Vision
- Life Insurance
- Flexible Spending Account
- 401(k) Matching
- Paid Time Off
- Training Provided
- Tuition Reimbursement
Applicants must be legally authorized to work in the U.S. without the need for current or future sponsorship.
Nuvision Credit Union is proud to be an Equal Opportunity Employer. At Nuvision Credit Union, we provide equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
Nuvision Credit Union is committed to providing equal employment opportunities to all individuals, including those with disabilities. If you require a reasonable accommodation to complete the application or interview process, please contact our recruiting team at [email protected]. We will work with you to meet your needs in accordance with applicable laws.
Other facts
About Nuvision Federal Credit Union
Our Nuvision team is honored to serve our 150,000 plus members and provide exceptional service, best-in-class products, and great member experiences. We believe that our unique brand of banking makes a substantial difference for all of our members. When it comes to their important financial decisions, our members look to us for trustworthy advice, competitive rates, and most importantly, have meaningful conversations to help them with the life they hope to build. Over the past 85 years, our credit union has adapted and evolved in a constantly changing world. As our founders successfully navigated changes in the aviation world, so too has our credit union succeeded in the face of today’s challenges. We are constantly evaluating the economic climate and charting a course for long-term sustainability. We are proud to serve our members and our communities for the past 85 years, today, and long into the future.
What you'll do
- The Member Relationship Consultant will assist with inbound and outbound calls to potential members and enhance relationships with existing members. They will cross-sell Credit Union products and services while ensuring a positive service experience.
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