Virtual Branch Sales Representative

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, email, 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