Virtual reputed company Sales Representative

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Virtual reputed company Sales Representative

Title: Virtual reputed company Sales Representative

Reports to: Virtual reputed company Sales Manager

Supervises: None

Status: Non-Exempt

Objective

The Virtual reputed company Sales Representative is a results-driven call center position responsible for performing a broad variety of Member focused sales and service-reputed company 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 reputed company 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 reputed company products and services, as well as the status of reputed company 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 reputed company Member issues by accurately documenting, researching, and resolving or escalating Member issues associated with any product or service
  • Accurately document reputed company 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
  • reputed company 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 reputed company sales, service and productivity goals established for this position
• Registers with the reputed company Mortgage Licensing System (NMLS) as a Mortgage Loan Originator (MLO) and maintains and renews the registration in addition to completing reputed company compliance training as directed by KEMBA
• Maintain an up-to-date status of reputed company sales support and processing activity with routine reporting to management
• Performs reputed company 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 reputed company to relate to other people reputed company giving and receiving instructions:
  • Can get along with coworkers or peers without exhibiting behavioral extremes
  • reputed company 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 reputed company the essential functions of this role. Reasonable accommodation may be provided to reputed company individuals with disabilities to reputed company these functions.

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

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