Sales Lead

Job Details

Rock Island Arsenal - Rock Island, IL

$21.50 - $24.50 Hourly

Description

Summary/Objective

At R.I.A. Federal Credit Union, the primary focus of the Sales Lead is to improve the financial well-being of our members. This is accomplished through:

Relationships: Building relationships is integral to the success of R.I.A. As a community credit union, R.I.A.’s Sales Lead will invest the time to get to know members and take care of their needs while finding opportunities to improve their financial well-being.

Integrity: In an era of big banks and big data, operating with integrity is becoming a more difficult trait to find in a financial institution. An R.I.A. Sales Lead is committed to handling members’ finances and data in a manner that is ethical, transparent, and professional.

Action: Not content with “business as usual,” R.I.A. is action oriented. From helping a member solve a financial challenge to positively impacting the community through volunteering and sponsorships, R.I.A. is motivated to action.

Essential Functions

Reasonable accommodations can be made to enable individuals with disabilities to perform the essential functions

Learn and Educate: The Sales Lead must maintain high levels of product/services knowledge so in turn they can educate members and prospective members on R.I.A.’s products and services as well as educate the sales team.

Interact: The Sales Lead interacts with members and prospective members specific to deposit and loan accounts. Since these interactions are over the phone, creating a pleasant experience for R.I.A. members are vital. Interacting and leading the Sales Team also requires someone who can motivate and create a team-friendly environment the pushes everyone to perform at their best.

Perform: The Sales Lead will perform banking transactions including but not limited to loan applications, funding loans, opening new accounts, transfers, and numerous other financial transactions. If the need arises the Sales Lead will be the acting supervisor for the Sales Team in the absence of the Centralized Sales and Service Manager. Ensuring the Sales Team are active and available for calls is essential to providing exceptional service. Being able to properly open and close the Contact Center and or branch will be required.

Uncover and Refer: As a not-for-profit financial institution, we have a responsibility to uncover opportunities to improve the financial well-being of those with whom we interact. The most important characteristic of a successful Sales Lead is the ability to find these opportunities and convert them into success for our members. Building a Sales Team that is also successful at this is vital.

Compliance: A strong understanding and adherence to Policy and Procedure is a requirement for success as the Service Lead at R.I.A.

Competencies

Business Acumen

Highly Motivated

Confidentiality

Financial Acumen

Dependable and Dedicated

Respectful

Collaborative

Can learn and evolve

Trustworthy

Ethical Practice

Adaptable

Trustworthy/listens well

Attention to detail and solid organizational skills

Ability to work with disgruntled people and in stressful situations

Strong written and verbal communication skills

Takes initiative; problem solve

Relates well to employees at all levels; relationship-builder

Supervisory Responsibility

Serves as primary liaison between the sales team and members and all aspects of credit union services and procedures.

Physical Demands

While performing the duties of this job, the employee is regularly required to spend considerable time sitting at a desk, complete work using a computer, regularly answer phone calls, and interact with employees at all levels of the organization. The employee will occasionally lift and move up to 25 pounds.

Type/Expected Hours of Work

This is a full-time position. While normal hours of work and days for R.I.A. Federal Credit Union are Monday through Thursday, 8:00 a.m. to 5:00 p.m., Friday, 8:00 a.m. to 6:00 p.m., and Saturday 8:00 a.m. to 12:00 p.m., hours for this position reflect branch attendance, but may vary based on job related requirements.

Travel

Less than 10% travel is expected for this position; some local travel in the Quad City area.

Required Education and Experience

High School graduate or G.E.D.

Two years secondary education in related field or equivalent work experience.

Experience in customer service, banking, and electronics.

Experience as a supervisor or a in a leadership role.

EEO Statement

R.I.A. Federal Credit Union believes in equal employment opportunity for all employees and applicants for employment. Our company’s success depends on the effective utilization of qualified individuals regardless of their race, creed, color, religion, sexual orientation, age, ancestry, national origin, disability, military or veteran status or any other characteristic protected by law. We will not discriminate on the basis of these characteristics in a personnel action including, but not limited to, hiring, training, promotions, transfers, demotions, benefits, compensation, discipline, termination and any other conditions or privileges of employment.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time to adjust and adapt to the changing needs of the business.