Deposit Onboarding Specialist | Full-Time

Description

The Outbound Experience Advocate specializes in marketing Credit Union products and services based on individual needs via phone, email, or other forms of communication. This position will utilize service skills to deliver a delightful member experience to promote goodwill and generate business.

Functions and Responsibilities:

• Build, develop, and deepen relationships with members and prospects by providing exceptional service. Recommend appropriate solutions through the use of Avadian’s Sales Flow Model to support the member’s financial growth.
• Have knowledge of Avadian’s client relationship management system (CRM) including referrals, sales and contact events, phone logs, extended information, and reports.
• Consistently manage referrals, and follow up on services offered.
• Maintain a thorough knowledge of all Avadian products and services with the understanding of their features and benefits, as well as their processes, guidelines, and procedures.
• Investigate and resolve concerns pertaining to account status, products, and services.
• Review and maintain knowledge of fees and policies, and stay current on offerings.
• Actively learn, demonstrate, and foster the Avadian WHY statement in all actions and words.
• Work on weekends.
• Take personal initiative and be a positive example for others to emulate.
• Perform other duties as assigned.

Requirements

Basic Requirements:

• Must have a proven successful phone sales record, preferably in financial services, and the ability to achieve goals with intention and focus.
• Must have experience with MS Word, Excel, CRM software, and database systems.
• Must have excellent written and verbal skills, positive attitude, pleasant demeanor, decisiveness, and professionalism.
• Must have complete product knowledge in order to promote cross-selling of all products and services. Ability to pull and analyze credit reports.

Experience: One to three years of similar or related experience.

Education: A high school diploma or GED.

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Please note - submitting a resume does not guarantee any future action by Avadian Credit Union.

Avadian Credit Union is an Equal Opportunity Employer.