Chartway Credit Union
Financial Solutions Specialist (Call Center Sales)
Chartway Credit Union, Tooele, Utah, United States, 84074
Overview
Job Title: Financial Solutions Specialist (Call Center Sales) Location: Tooele, UT — Employment Type: Full-time Join to apply for the Financial Solutions Specialist (Call Center Sales) role at Chartway Credit Union. All of us at Chartway stand united in our strong culture of listening and learning. We treat people with respect, integrity, and kindness, and are committed to continuously developing a diverse and inclusive workplace where team members are empowered to be their authentic selves. All backgrounds, viewpoints, and life experiences are welcome, knowing this commitment strengthens our credit union family and communities. The Financial Solutions Specialist reports to the Member Solutions Center Manager, and is responsible for providing exceptional service experiences in a fast paced call center environment. Team members are accountable for first call resolution by accurately resolving member inquiries through the extension of credit union product and service solutions. All experiences delivered should positively contribute to the channel\'s achievement of sales and service performance objectives. Specialists may interact with members by telephone, email or chat. Responsibilities
Consistently delivering an exceptional member experience as measured by the credit union Delivering energetic service through multiple media types; telephone, emails and chat Producing a pro-rata portion of assigned sales goals Demonstrating the ability to optimize member contacts by meeting immediate need and uncovering additional opportunities to serve the member Utilizing available time efficiently, consistently maintaining low work and unavailable percentages while meeting interaction performance standards; complying with all member verification processes and transaction processing guidelines to mitigate risk and protect the member and the credit union from fraud or loss Sales and service responsibilities include identifying opportunities to sell credit union products; meeting/exceeding aggressive sales, cross-sell and funding goals; providing prompt, accurate and courteous responses to members; making financial recommendations; processing various complex financial transactions; effectively educating members on basic financial literacy components and Chartway\'s products and services Knowledge, Skills And Abilities
Possess superior organizational skills that enable accurate and efficient service and sales experiences Possess superior verbal and written communication skills Possess the knowledge required to educate and guide members through the membership, account and loan application process up to and including closing Possess excellent listening and communication skills Self-motivated to meet aggressive sales goals and manage competing priorities Ability to act as a problem solver, information provider and liaison between members and various internal departments Ability to work in a fast paced, ever changing environment Ability to effectively move between communication tools: telephone, email and chat as demand presents Demonstrate strong work ethic that supports organizational values and demands the highest standard of conduct from self and others Education And Experience
Education: Some college preferred but high school education or equivalent GED acceptable Experience: Two to three years of sales and customer service, preferably in a financial institution call center environment Chartway offers a competitive salary and a comprehensive benefits package. Candidates must have a good credit history for consideration. Salary requirements must be included and resumes must be accompanied by a Chartway Employment Application for consideration. Chartway Federal Credit Union is an EOE/M/F/ Disability/Vet Employer. If a reasonable accommodation is needed for the job interview process, please contact our Talent Acquisition Team at 1-877-319-4818 extension 74862 or email us at recruiter@chartway.com.
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Job Title: Financial Solutions Specialist (Call Center Sales) Location: Tooele, UT — Employment Type: Full-time Join to apply for the Financial Solutions Specialist (Call Center Sales) role at Chartway Credit Union. All of us at Chartway stand united in our strong culture of listening and learning. We treat people with respect, integrity, and kindness, and are committed to continuously developing a diverse and inclusive workplace where team members are empowered to be their authentic selves. All backgrounds, viewpoints, and life experiences are welcome, knowing this commitment strengthens our credit union family and communities. The Financial Solutions Specialist reports to the Member Solutions Center Manager, and is responsible for providing exceptional service experiences in a fast paced call center environment. Team members are accountable for first call resolution by accurately resolving member inquiries through the extension of credit union product and service solutions. All experiences delivered should positively contribute to the channel\'s achievement of sales and service performance objectives. Specialists may interact with members by telephone, email or chat. Responsibilities
Consistently delivering an exceptional member experience as measured by the credit union Delivering energetic service through multiple media types; telephone, emails and chat Producing a pro-rata portion of assigned sales goals Demonstrating the ability to optimize member contacts by meeting immediate need and uncovering additional opportunities to serve the member Utilizing available time efficiently, consistently maintaining low work and unavailable percentages while meeting interaction performance standards; complying with all member verification processes and transaction processing guidelines to mitigate risk and protect the member and the credit union from fraud or loss Sales and service responsibilities include identifying opportunities to sell credit union products; meeting/exceeding aggressive sales, cross-sell and funding goals; providing prompt, accurate and courteous responses to members; making financial recommendations; processing various complex financial transactions; effectively educating members on basic financial literacy components and Chartway\'s products and services Knowledge, Skills And Abilities
Possess superior organizational skills that enable accurate and efficient service and sales experiences Possess superior verbal and written communication skills Possess the knowledge required to educate and guide members through the membership, account and loan application process up to and including closing Possess excellent listening and communication skills Self-motivated to meet aggressive sales goals and manage competing priorities Ability to act as a problem solver, information provider and liaison between members and various internal departments Ability to work in a fast paced, ever changing environment Ability to effectively move between communication tools: telephone, email and chat as demand presents Demonstrate strong work ethic that supports organizational values and demands the highest standard of conduct from self and others Education And Experience
Education: Some college preferred but high school education or equivalent GED acceptable Experience: Two to three years of sales and customer service, preferably in a financial institution call center environment Chartway offers a competitive salary and a comprehensive benefits package. Candidates must have a good credit history for consideration. Salary requirements must be included and resumes must be accompanied by a Chartway Employment Application for consideration. Chartway Federal Credit Union is an EOE/M/F/ Disability/Vet Employer. If a reasonable accommodation is needed for the job interview process, please contact our Talent Acquisition Team at 1-877-319-4818 extension 74862 or email us at recruiter@chartway.com.
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