Member Relationship Consultant - Onsite
Job Posting for Member Relationship Consultant - Onsite at Nuvision Federal Credit Union
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!
The Outbound Relationship Consultant will place outbound calls to 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:
Benefits:
California Employee Privacy Notice:
https://nuvisionfederal.com/disclosures/ccpa/
Education:
The Outbound Relationship Consultant will place outbound calls to 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 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. Tracking daily phone calls.
- Follows up with members/potential members via telephone or email following initial contact.
- Tracking daily sales totals/production
- Resolving member requests-calculating terms on loans/CDs
- Continued product education and compliance training to better service member calls.
- Maintains accurate daily record of member conversations in CRM.
- Treats all co-workers and members with respect.
- Supports and participates in continuous improvement activities.
- Represents the Credit Union in a positive and professional manner.
- Other related duties as assigned.
- Maintains member and other sensitive information with confidentiality.
- 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.
Benefits:
- Medical
- Dental
- Vision
- Life Insurance
- Flexible Spending Account
- 401(k) Matching
- Paid Time Off
- Training Provided
- Tuition Reimbursement
- Southern California: $23.80 - $29.76
California Employee Privacy Notice:
https://nuvisionfederal.com/disclosures/ccpa/
Education:
- NMLS Registered
- Successful completion of all compliance related coursework
Salary.com Estimation for Member Relationship Consultant - Onsite in Martinez, CA
$93,279 to $137,898
If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution.
Compensation Planning
Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right.
Surveys & Data Sets
Sign up to receive alerts about other jobs with skills like those required for the Member Relationship Consultant - Onsite.
Click the checkbox next to the jobs that you are interested in.
-
Business Development Skill
-
Income Estimation: $58,546 - $72,195
-
Income Estimation: $60,353 - $79,315
-
-
Customer Acquisition Skill
-
Income Estimation: $67,066 - $131,477
-
Income Estimation: $69,192 - $105,160
-
View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles
Skills Library
Job openings at Nuvision Federal Credit Union
Nuvision Federal Credit Union
Wasilla, AK
Full Time
Nuvision Federal Credit Union
Juneau, AK
Full Time
Nuvision Federal Credit Union
Anchorage, AK
Full Time
Nuvision Federal Credit Union
Alaska, AK
Full Time
Not the job you're looking for? Here are some other Member Relationship Consultant - Onsite jobs in the Martinez, CA area that may be a better fit.
We don't have any other Member Relationship Consultant - Onsite jobs in the Martinez, CA area right now.
Martinez - Relationship Specialist 2 (Float) - Onsite
Nuvision Federal Credit Union, Martinez, CA
Consultant Dietitians Northern CA, Napa, CA