Consumer Loan Officer - Contact Center
|Jun. 20, 2016 - Dec. 23, 2019|
|Salary Range:||15.50 hr plus incentives and benefits|
|Department:||Elevations Credit Union|
|Description:||Financial Solutions Guide- Call Center:
This opportunity offers a high energy, upbeat, empowered environment in a fun, member focused organization. If you enjoy relationship building, are creative and innovative, and thrive on challenging worthwhile work, this could be the opportunity for you! Elevations Call Center/eBranch forms the backbone of the delivery channels that interact with our members through the Phone Center, Online/Mobile Banking and Chat. Both our members and our staff rely upon the Call Center Guides to be their trusted go-to source for help with any account service, lending or technology channel access issue or product solutions.
Responsibilities and Expectations:
Smile, have Fun and be an active part of Team Elevations! Listen and be proactive in fulfilling the financial needs for each member with appropriate business and consumer product/service recommendations and technology channel access support via Phone, Online/Mobile Banking, Email and Chat through the Call Center. Be dedicated and enjoy helping members and business partners. The successful candidate will continually demonstrate a world class consultative sales and superior service approach as they engage members.
•Use proactive approach with identifying sales opportunities, providing solutions or resolve through inbound/outbound calls, emails and chats.
•Convey information to members in a clear, compelling way that will positively affect their thoughts and actions.
•Strong understanding of online/mobile banking technology product and services.
•Experience and understanding of 3rd party financial software – i.e. Quicken, QuickBooks, Mint.com and various Internet Browser application.
•Gain the trust of members by being honest, keeping commitments, sharing information, and treating them with respect.
•Have the focus, persistence, positive outlook, and discipline to meet the personal demands of high volume, fast paced sales/service and technology support role/environment.
•Set high standards of performance, quality, and accountability for oneself.
•Seeks opportunities to enhance knowledge of Elevations products and services as well as member needs.
•Focus on key department level metrics relating to sales, service, adherence, etc.
•Adhere to all applicable state and federal regulations.
•Perform other duties as assigned.
Knowledge and Skills:
Experience: One year business and consumer lending product knowledge. Five plus years in a consultative sales/service environment preferred. Call Center experience a plus. Online Banking/Internet Browser technology troubleshooting experience a plus.
Education: Bachelor’s degree a plus.
Interpersonal Skills: A significant level of trust and diplomacy is required, in addition to normal courtesy and tact. Work involves extensive personal contact with others and/or can be of a personal or sensitive nature.
This Job Description is not a complete statement of all duties and responsibilities comprising this position and may change at any time with or without notice.
Candidates for certain positions may be required to submit to a credit history report in determining qualification for employment with Elevations Credit Union. If the position you are applying for requires a credit history report, any information received in such report will be not be the sole factor in making an employment decision. A history of personal financial irresponsibility may be reason for disqualification insofar as it relates to your potential job duties. Elevations Credit Union is aware that occasionally there are extenuating circumstances that may affect an individual's credit history. We comply with the Fair Credit Reporting Act and the Colorado Employment Opportunity Act.
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