Member Sales Specialist at 3Rivers Federal Credit Union – Angola, Indiana

Reports To: Branch Manager

Position Type: Non-Exempt
Location: Onsite- Angola
Individual Contributor

Position Summary
The Member Sales Specialist follows up on referral needs and uses persistence and persuasion to overcome objections to make 3Rivers their institution of choice. Provides advice and assistance regarding budget counseling, consolidations, pay methods, and other areas relating to member's financial needs. Performs transactions and loan applications on members' accounts accurately and in accordance with current practices, examines signatures and endorsements comparing them to valid identification. Acts in the members' best interest through compliance with all credit union policies and procedures, as well as maintaining knowledge of regulations (i.e. Reg CC, Bank Secrecy Act, OFAC, Patriot Act, Reg E, Reg DD, etc.). Ensures all Credit Union member information and transactions are kept confidential. Opens and closes accounts, manages the lending process, evaluates need, up-sells products, and maintains knowledge of internal trends and competitor's rates, terms, etc. Proficient at impacting the Measures that Matter by initiating sales contacts, incorporating on-boarding techniques and using call lists to increase loan wallet share. Increases member satisfaction by being highly responsive to the needs of members.