Credit Union Outbound Call Center Sales Representative

Houston, TX

Post Date: 00/00/0000 Job ID: 35371 Job Title: Outbound Calling Representative

Credit union in South Houston is seeking an Outbound Call Center Sales Representative! This is a direct hire opportunity. The Outbound Sales Rep offers and delivers an exceptional level of member service and actively sells the Credit Union s products and services to ensure predetermined organizational and individual goals are met. Ideal candidates will have previous financial call center and cross-selling experience.

Required Knowledge and Skills:
  • Two years of similar or related experience in a banking or financial call center.
  • Cross-selling/sales experience is required
  • Equivalent to a high school education.
  • Courtesy, tact, and diplomacy are essential elements of the job. Work involves personal contact with others inside and/or outside the organization, generally regarding routine matters for purposes of giving or obtaining information which may require some discussion.
  • Able to operate a 10-key calculator, typewriter, and computer keyboard.

Major Duties and Responsibilities:
  • To offer products and services in an outbound call environment deepening the relationship of new and existing members. Leads will be provided.
  • Assess members needs and recommend appropriate deposit, loan, investment, insurance, electronic or other products and services of the Credit Union.
  • May open new accounts, which includes savings, checking, money market, certificate of deposits and IRAs.
  • Identifies and acts on product and sales opportunities consistent with established sales standards/objectives.
  • Primary focus on loans and deposit products. Utilizes credit reports and looks for opportunities to capture additional business.
  • To work as a team member in completing department goals.
  • Work in partnership with branches and other departments to meet the expectations of the member service and sales culture.
  • Responds to and resolves all sales and service related issues in a timely manner.
  • Stays abreast of all credit union products and services.

  1. To meet or exceed budgeted operating and growth plan; maintain/improve the financial stability of the Credit Union.
  2. To provide friendly, professional and accurate service and support to all members and associates.
  3. To keep management informed regarding key operating issues affecting the branch.
  4. To develop and maintain business partner relationships within the Credit Union.
  5. To maintain a professional work environment and businesslike appearance.
  6. Expand member relationship by determining member needs for other products and services/cross sell as appropriate to meet credit union goals and individual goals.
  7. To be able to relate effectively with others. Understanding how to approach or respond to individuals based on their personal style.

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