Outbound Sales

Feb. 23, 2018 - Feb. 23, 2021
Location:Boulder, CO
Exempt/Non-Exempt:Non-Exempt
Benefits:Full Benefits, Rich Incentive Plan
Type:Full Time
Department:Elevations Credit Union
Description:When joining Elevations, you can expect to work for a company that:

Provides amazing experiences and creates raving fans.
Strives to provide solutions for a better life and promises employees it will be the best place they have ever worked.
Wins awards such as “Best Bank”, “Best Companies to Work for in Colorado” and even the “Malcolm Baldrige National Quality Award”, the only Presidential award for quality.
Has a highly-engaged workforce and emphasizes career growth, empowerment and servant leadership.
What’s in it for you:

Competitive pay, organization-wide incentive program, 401k matching, mortgage and auto discounts
4 weeks min. paid time off, work anniversary paid time off, 11 paid holidays, and 16hrs paid volunteer time off
Medical, dental, and vision health plans with FSA or HSA options
Onsite fitness center, Zumba and yoga classes, health fairs with biometrics screening and flu shots
Employee Assistance Program with a variety of services
Career development, trainings, career coaching, job shadowing, mentoring program, tuition reimbursement up to $5,000/year, and a recognition system
Culture of excellence and continuous improvement
We strive to be the best place you’ve ever worked!
What you will be doing: This opportunity offers a high energy empowered atmosphere in a call center environment with a fun, member focused organization. If you enjoy relationship building, entrepreneurialism and challenging work, this is the opportunity for you!



Responsibilities and Expectations:

The Financial Solutions Guide is responsible for providing world class consultative sales by proactively fulfilling the financial solutions needs of each member. The goal of this position is to anticipate member needs and provide advice by making appropriate business and consumer product/service recommendations. The successful candidate will be very self-motivated and have an understanding of consultative sales, service and knowledge of financial institutions products and services. The ability to identify and close on sales opportunities is a key skill in this role.



Major Duties and Responsibilities:

Anticipates the needs of the member and provides advice based on a clear understanding of the members’ financial situation through outbound calls.
Persuades members to buy value-added solutions to meet their needs.
Actively seeks opportunities through outbound sales phone calls to enhance knowledge of Elevations products and services as well as member needs.
Gains the trust of members by being honest, keeping commitments, sharing information, and treating them with respect.
Conveys information to members in a clear, compelling way that will positively affect their thoughts and actions.
Has the focus, persistence, positive outlook, and discipline to meet the personal demands of a sales role.
Sets high standards of performance, quality, and accountability for oneself.
Adheres to all applicable state and federal regulations.
Works with outside organizations to earn referral consumer lending business.
Performs other duties as assigned.


What you need for this position:

Knowledge and Skills:

Experience:
Two-plus years in a consultative sales/service role.
Understanding consumer lending processes and products is a plus.
Call Center experience preferred.
Education:
Bachelor’s degree is 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.
About Us: Elevations Credit Union is a member-owned not-for-profit financial institution serving Colorado’s Front Range. Founded in 1953, we’ve grown from 12 members and less than $100 in assets to an institution with 11 branches and more than 120,000 members that manages over $1.7 billion in assets and is the No. 1 credit union mortgage lender in Colorado. At Elevations, we’ve made a commitment to move away from a product-centered business model and focus instead on creating consumer solutions. Our objective is to provide our members, as well as the entire community, with unbiased consumer information.

AAP/EEO Statement: 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. We are proud to be an EEO/AA employer M/F/D/V. Elevations provides equal employment opportunity to all individuals regardless of their race, color, creed, religion, gender, age, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by state, federal, or local law.

Other Duties: Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.



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