Virtual Branch Sales Representative

Job Description

Title: Virtual Branch Sales Representative

Reports to: Virtual Branch Sales Manager

Supervises: None

Status: Non-Exempt

Objective

The Virtual Branch Sales Representative is a results-driven call center position responsible for performing a broad variety of Member focused sales and service-related activities that helps enrich the financial lives of our member. This high-contact sales position requires the ability to deal effectively with Members and other KEMBA Associates for all inbound/outbound Member activity that results from Member calls, e-mail, and internet activity.

Duties and Responsibilities

Professionally Member service activity associated with loan and deposit services:

Provide accurate information for all products and services, as well as the status of all Member accounts

Cross-sell alternative or additional services where they best fit the Member’s needs

Generate checking accounts for new and existing Members

Assume primary ownership over all Member issues by accurately documenting, researching, and resolving or escalating Member issues associated with any product or service

Accurately document all requests for new membership, loans, deposit accounts and ancillary services

Effectively organize and prioritize Member requests and concerns to provide outstanding member experience

Provide basic financial services advice to Members that promotes their financial well-being

Perform consumer loan and new deposit account documentation and processing that will ensure the proper creation and maintenance of Member accounts

Act as liaison for MSRs and lending staff as needed to ensure timely and quality Member sales and service

Assist other MSRs and lending staff based on work requirements

Meet or exceed all sales, service and productivity goals established for this position

Registers with the Nationwide Mortgage Licensing System (NMLS) as a Mortgage Loan Originator (MLO) and maintains and renews the registration in addition to completing related compliance training as directed by KEMBA

Maintain an up-to-date status of all sales support and processing activity with routine reporting to management

Performs all duties in a manner that is fully compliant with applicable industry regulations as well as KEMBA policy and procedures

Develops an understanding of Credit Union history, philosophy, organization, policies, and operational procedures

On a self-directed basis, continue to improve individual level of competency through training and certification on established educational programs

Must be able to relate to other people beyond giving and receiving instructions:

Can get along with coworkers or peers without exhibiting behavioral extremes

Perform work activities requiring negotiating, instructing, supervising, persuading, or speaking with others

Respond appropriately to criticism from a supervisor

Performs other duties as required by management

Required Qualifications

High school diploma or equivalent education and experience

Prior over-the-phone or platform sales experience preferably in a banking environment

Prior experience in a customer service role

Strong organizational skills and attention to detail

Must value a high degree of accuracy and speed

Professional demeanor

Effective communication skills

Desired Qualifications

Prior experience in a financial/banking institution

Physical Demands

The physical demands listed below represent those necessary to perform the essential functions of this role. Reasonable accommodation may be provided to enable individuals with disabilities to perform these functions.

The employee is regularly required to sit, use their hands, reach with arms, and communicate verbally and orally. Occasional standing, walking, and lifting of objects up to 25 pounds are required. Vision requirements include close, distance vision, and focus adjustment.

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Full-time