Broadview FCU
Finance / FinServ
OutboundSolutionsProfessional
“Outbound Solutions Professional at Broadview FCU. Skills: Sales, Customer service, Financial services. Performs courtesy telephone calls to members to explore financial options. Works from targeted lists generated from sales and service databases to focus on how to save or earn the member more money based on the member’s current relationship with Broadview FCU”
What You'll Achieve.
Achieve personal and department sales goals
Industry & Context.
Respond to problems, requests and inquiries that arise
What They're Looking For.
Must Have
High school diploma or general education degree (GED), At least 3 years customer service and/or hospitality experience and sales experience, Proficient in Microsoft Excel and Word, including the ability to create and manipulate Excel documents
Nice to Have
Broadview approved retail consumer lender preferred, Home Equity, Mortgage and Commercial lending experience preferred
What You'll Do.
Performs courtesy telephone calls to members to explore financial options
Works from targeted lists generated from sales and service databases to focus on how to save or earn the member more money based on the member’s current relationship with Broadview FCU
Maximizes cross-selling opportunities with all members
Promote Broadview FCU products and services in accordance with Performance Excellence Sales and Service Standards
Provide quality Investment & Insurance referrals
Work to achieve personal and department sales goals
Act as liaison between members and all departments of the credit focuses on existing members who have a deposit or loan product relationship
Inform targeted members about their product’s including but not limited to deposit product maturing
maturing share deposits
maturing market index certificates
home equity lines of credit coming to an end
and real estate and consumer loans that will be paid off
Conduct pre-call planning for each outbound call by analyzing the Broadview account and product/service mix to appropriately meet their financial needs
Initiate opportunities to cross-sell products and services
Maintain knowledge of credit union products and services and be able to explain their features
requests and inquiries that arise
Participate in all applicable product
sales and operational training sessions offered by the credit union
How You'll Work.
Team & Collaboration
Act as liaison between members and all departments of the credit union
Communication Scope
Courtesy telephone calls; Explaining features, terms, conditions, and benefits of products and services
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