Member Financial Representative
Financial Planning and AnalysisFinancial Planning and AnalysisFull TimeRemoteTeam 501-1,000Since 2019H1B No SponsorCompany SiteLinkedIn
Location
Florida + 8 moreAll locations: Florida, Illinois, Iowa, Ohio, Michigan, Minnesota, Missouri, Texas, Wisconsin
Posted
9 days ago
Salary
Not specified
Associate Degree1 yr expEnglish
Job Description
• Provide the highest level phone support for all Connexus products and services.
• Open new accounts for members and employees.
• Build trusted relationships that lead to financial opportunities.
• Respond to inquiries left on the website and customer relationship management software.
• Partner with a variety of other teams to provide a best-in-class experience.
• Engage members in robust and proactive financial review conversations resulting in personalized recommendations based on their unique needs.
• Open new loan and deposit products, and build ongoing and valuable relationships.
• Assist members through a variety of channels, including over the phone and digitally while troubleshooting as necessary.
• Develop working knowledge of deposit and loan products, accurately open memberships and upsell appropriate accounts.
• Responsible for developing additional business by promoting credit union products and services through building and maintaining strong member relationships.
• Make outbound sales calls and educate team members on new or existing products.
Job Requirements
- Associate’s degree or commensurate experience is Required.
- 1+ years of prior work experience in sales or customer service is Required.
- Evidence of excellent verbal communication skills along with an outgoing personality that demonstrates a positive, friendly, and energetic attitude.
- Ability to remain calm under pressure and to be entrusted with the handling of confidential and personal matters.
- Self-starter with a strong desire to learn, work, and think independently.
- Demonstrates strong interpersonal skills, fostering relationships with internal and external contacts, serving as a reliable point of contact for inquiries, requests, and information.
- Demonstrates the ability to exercise sound judgment and decision-making skills in handling day-to-day tasks and resolving routine issues independently, while knowing when to escalate more complex matters to leadership.
- Knowledge and ability to efficiently navigate among numerous computer systems.
Benefits
- 20 days of paid time off and 10 paid holidays
- 16 hours of paid Volunteer Time Off
- 401K Retirement with up to 6% employer match
- Excellent Health, Dental, Vision insurance, including multiple plan options
- Health Savings Account with generous employer contributions
- Employer paid Life insurance, Short-Term and Long-Term Disability
- Tuition Reimbursement from $4,000 - $7,000 per calendar year
- Robust Learning and Development program that includes an annual professional development stipend
