Suncoast Credit Foundation
Overview
Compensation:
$60,000 - $90,000 based on experience and credentials
Location Type:
Hybrid, a flexible work model blending in-office and remote working
Position Type:
Full Time
Business Territory:
Tampa, St Pete, Bradenton, and North Port, FL
( Additional Territories Considered:
Port Charlotte and Punta Gorda, FL)
Maintains relationships with organizations, decision-makers, leaders and influencers to position Suncoast Credit Union as a financial leader. Maintains a strong pipeline of appointments through maintenance of existing client relationships with the goal to acquire new memberships, loan products, and to deepen their financial relationships with Suncoast. Builds business through sales of Credit Union products and services. Processes a wide range of financial transactions for Credit Union Members and maintains accuracy according to organizational standards.
Responsibilities
Promotes, explains features and benefits, and cross-sells Credit Union products and services to help members meet their financial needs
Support current products with sales enablement initiatives, digital projects and multi-faceted communications with the aim of engaging providers with financial literacy
Answers questions and solves problems regarding members’ financial needs by listening to details, collecting data, securing answers, and reporting results to inquiring party
Responsible for building business through sales of products and services, as well as through serving the community and actively participating in area events/presentations while representing the Credit Union
Creates an exceptional member service experience at these on-sites and with the organization
Campaign management including list and database management, email creative and production, reporting and tracking
Opens accounts, performs maintenance, account changes and reconciliation, and error resolution
Determines eligibility when opening accounts
Presents features and benefits of share, negotiable deposit, retirement, and fiduciary accounts
Inputs and processes basic consumer loan requests
Interviews members to determine loan qualifications
Offers recommendations according to underwriting guidelines and completes documentation required for loan disbursement
Brings “One Company” Initiative of building qualified referral production to other internal Line of Business partners. (STIS and Business Services)
Ensures all regulatory requirements regarding accounts are followed
Maintain knowledge and understanding of current trends, laws, and issues affecting the area of expertise
Attend educational events to increase professional knowledge
Complete annual compliance and info security training to understand employees' role in maintaining effective compliance and security programs
Qualifications
High School Diploma or equivalent (BA or BS degree in business related field preferred)
1+ years of professional level experience in financial services, banking, revenue cycle, credit card or payments industries
1+ years of B2B marketing experience, working in a highly matrixed organization, creating and managing marketing campaigns with multiple work streams and interdependencies
1+ years client management or agency experience
Superior knowledge and understanding of Credit Union products, services, policies, and procedures, as they relate to financial transactions, deposit accounts, and consumer loans
Superior knowledge and understanding of regulatory compliance necessary to successfully perform job responsibilities
Superior math proficiency in order to calculate loan to value ratios and debt to income ratios, and audit own work
Proficiency with MS Project, Excel, PowerPoint and SharePoint
High energy, detail oriented and creative
Must be able to maintain a high level of confidentiality
Experience applying marketing analytics to inform marketing strategy including segmentation and targeting, measurement, and test / learn design and reporting
Ability to prioritize tasks by effectively managing competing and changing priorities to meet deadlines
Accurate, detail-oriented, and organized with task management
Ability to analyze and resolve difficult and often complex problems or situations
Strong written, verbal, and interpersonal communication skills to interact effectively with members, staff, vendors, and government regulators
Strong knowledge and understanding of credit union products, services, policies, and procedures
Strong knowledge and understanding of regulatory compliance
Strong knowledge and understanding of credit union computer systems and software applications required to perform job duties
Benefits
Financial Well-Being:
Bonus Program up to 12%, 401K Matching up to 8%, Retirement Planning, Pay Increases based on Competency, Employee Loan Discounts, Flex Spending Accounts
Wellness:
Medical Coverage, Dental and Vision Coverage, Access to 4,000+ Gyms, Mental Health Resources, PTO Wellness Days, Short Term and Long Term Disability Coverage
Work-Life Balance:
11 Paid Holidays, 3 weeks of Paid Time Off, 4 weeks of Paid Parental Leave, Birthday PTO
Community Involvement:
Paid Volunteer Hours
Growth:
Degree Assistance up to $5,000 per year
For more information, including additional benefits, please visit our benefits website at
https://careers.suncoastcreditunion.com/benefits
Company Overview Suncoast Credit Union is consistently chosen as a Tampa Bay Times Top Workplace because its employees genuinely #LOVEWORK! Employees flourish in an inclusive culture celebrating growth and prioritizing the community.
For more information, please visit our careers site at
https://careers.suncoastcreditunion.com/
#J-18808-Ljbffr
$60,000 - $90,000 based on experience and credentials
Location Type:
Hybrid, a flexible work model blending in-office and remote working
Position Type:
Full Time
Business Territory:
Tampa, St Pete, Bradenton, and North Port, FL
( Additional Territories Considered:
Port Charlotte and Punta Gorda, FL)
Maintains relationships with organizations, decision-makers, leaders and influencers to position Suncoast Credit Union as a financial leader. Maintains a strong pipeline of appointments through maintenance of existing client relationships with the goal to acquire new memberships, loan products, and to deepen their financial relationships with Suncoast. Builds business through sales of Credit Union products and services. Processes a wide range of financial transactions for Credit Union Members and maintains accuracy according to organizational standards.
Responsibilities
Promotes, explains features and benefits, and cross-sells Credit Union products and services to help members meet their financial needs
Support current products with sales enablement initiatives, digital projects and multi-faceted communications with the aim of engaging providers with financial literacy
Answers questions and solves problems regarding members’ financial needs by listening to details, collecting data, securing answers, and reporting results to inquiring party
Responsible for building business through sales of products and services, as well as through serving the community and actively participating in area events/presentations while representing the Credit Union
Creates an exceptional member service experience at these on-sites and with the organization
Campaign management including list and database management, email creative and production, reporting and tracking
Opens accounts, performs maintenance, account changes and reconciliation, and error resolution
Determines eligibility when opening accounts
Presents features and benefits of share, negotiable deposit, retirement, and fiduciary accounts
Inputs and processes basic consumer loan requests
Interviews members to determine loan qualifications
Offers recommendations according to underwriting guidelines and completes documentation required for loan disbursement
Brings “One Company” Initiative of building qualified referral production to other internal Line of Business partners. (STIS and Business Services)
Ensures all regulatory requirements regarding accounts are followed
Maintain knowledge and understanding of current trends, laws, and issues affecting the area of expertise
Attend educational events to increase professional knowledge
Complete annual compliance and info security training to understand employees' role in maintaining effective compliance and security programs
Qualifications
High School Diploma or equivalent (BA or BS degree in business related field preferred)
1+ years of professional level experience in financial services, banking, revenue cycle, credit card or payments industries
1+ years of B2B marketing experience, working in a highly matrixed organization, creating and managing marketing campaigns with multiple work streams and interdependencies
1+ years client management or agency experience
Superior knowledge and understanding of Credit Union products, services, policies, and procedures, as they relate to financial transactions, deposit accounts, and consumer loans
Superior knowledge and understanding of regulatory compliance necessary to successfully perform job responsibilities
Superior math proficiency in order to calculate loan to value ratios and debt to income ratios, and audit own work
Proficiency with MS Project, Excel, PowerPoint and SharePoint
High energy, detail oriented and creative
Must be able to maintain a high level of confidentiality
Experience applying marketing analytics to inform marketing strategy including segmentation and targeting, measurement, and test / learn design and reporting
Ability to prioritize tasks by effectively managing competing and changing priorities to meet deadlines
Accurate, detail-oriented, and organized with task management
Ability to analyze and resolve difficult and often complex problems or situations
Strong written, verbal, and interpersonal communication skills to interact effectively with members, staff, vendors, and government regulators
Strong knowledge and understanding of credit union products, services, policies, and procedures
Strong knowledge and understanding of regulatory compliance
Strong knowledge and understanding of credit union computer systems and software applications required to perform job duties
Benefits
Financial Well-Being:
Bonus Program up to 12%, 401K Matching up to 8%, Retirement Planning, Pay Increases based on Competency, Employee Loan Discounts, Flex Spending Accounts
Wellness:
Medical Coverage, Dental and Vision Coverage, Access to 4,000+ Gyms, Mental Health Resources, PTO Wellness Days, Short Term and Long Term Disability Coverage
Work-Life Balance:
11 Paid Holidays, 3 weeks of Paid Time Off, 4 weeks of Paid Parental Leave, Birthday PTO
Community Involvement:
Paid Volunteer Hours
Growth:
Degree Assistance up to $5,000 per year
For more information, including additional benefits, please visit our benefits website at
https://careers.suncoastcreditunion.com/benefits
Company Overview Suncoast Credit Union is consistently chosen as a Tampa Bay Times Top Workplace because its employees genuinely #LOVEWORK! Employees flourish in an inclusive culture celebrating growth and prioritizing the community.
For more information, please visit our careers site at
https://careers.suncoastcreditunion.com/
#J-18808-Ljbffr