Inside Sales Representative - Banking Experience Needed

Outbound Sales Representative - Banking Experience Required

Pay - $22.00-$23.00 + incentives based on sales

The Inside Sales Representative is responsible for outbound, revenue-generating, sales activities using telephone, email, and other electronic messaging methods. With thorough product knowledge of Bellwether Community Credit Union deposit products, consumer loan products, loan protection products, and digital services, the Inside Sales Representative will use a consultative sales approach to facilitate sales while helping members achieve their financial goals, thereby creating brand promoters. 

• Makes consultative outbound calls to various types of leads related to marketing initiatives, sales of products and services, and other calls to members, prospective members, and self-generated referrals.
• Meet or exceed sales and service activity goals and sales production goals to support deposit growth and loan growth expectations.
• Uses reports, research, and loan acquisition tools to cross-sell and up-sell Credit Union products and refer business partner products and services.
• Handles all related processing of member applications for deposit accounts and loans and analyzes credit bureau reports for additional sales opportunities.
• Handles incoming calls that relate to the achievement of sales goals while delivering service that always builds brand promoters. Warm-transfer service calls to appropriate Retail and Operations staff.
• Develops a detailed understanding of BCCU loan and deposit products, guidelines, and policies.
• Applies this knowledge situationally and conversationally to probe for, identify, and acquire new relationship growth opportunities.
• Collaborates as needed in team decision making.
• Attends and takes an active role in meetings and training sessions.
• May be required to open new accounts and service existing accounts, including IRAs and loans.
• Effectively deals with ambiguity in developing best practices for tracking and converting leads to sales.
• Adheres to timely follow-up standards in accordance with outbound calling procedures as they develop.
• Aids in the improvement of outbound sales tracking and reporting.
• Provides detailed notes to Centralized Lending team on consumer loan applications within assigned guidelines in a timely, efficient manner.

1. Professional, well-developed interpersonal skills, both verbal and written, necessary for servicing Credit Union members and projecting a positive image as representative for the Credit Union.
2. Work requires essential knowledge of all Credit Union products and services.  These characteristics are normally acquired through completion of a high school education plus some experience in the teller and/or member service area of a credit union or financial institution. 
3. Intermediate mathematical skill required (calculations and concepts involving decimals, percentages, fractions, ratios etc.).
4. A high level of comfort with various computer applications, adapting to changes in programs, and navigating the internet are required.