Outbound Sales Representative

Outbound Sales Representative

Bellwether Community Credit Union (BCCU)

Nashua, NH

Full-time - Non-Exempt

Salary - from $20 per hour + incentives pay based on sales

The Job

The Outbound Sales Representative is responsible for outbound, revenue-generating, sales activities using telephone, email, and other electronic messaging methods. With thorough product knowledge of Bellwether Community Credit Unions' consumer loan products, protection products, deposit products and digital services, the Member Engagement Representative will use a consultative sales approach to facilitate sales while helping members achieve their financial goals, thereby creating brand promoters.

Essential Duties and Responsibilities

1. Makes consultative outbound calls to various types of leads related to marketing initiatives, sales of products and services, and other calls to members, prospective members, and self-generated referrals.
2. Meet or exceed sales and service activity goals and sales production goals.
3. Uses loan acquisition software to cross-sell, up-sell Credit Union products, and refer business partner products and services.
4. Handles all related processing of member applications for deposit accounts and loans and analyzes credit bureau reports for additional sales opportunities.
5. Handles incoming calls that relate to the achievement of sales goals while respecting the need to always create brand promoters. Warm-transfer service calls to appropriate Retail and Operations staff.

Qualifications

• 1-2 years of experience working in a financial institution preferred but not required
• Professional, well-developed interpersonal skills, both verbal and written, necessary for servicing Credit Union members and projecting a positive image as representative for the Credit Union.
• Intermediate mathematical skills required.
• A high level of comfort with various computer applications, adapting to changes in programs, and navigating the internet are required.

Work Environment

As part of the Bellwether Team, you'll experience our commitment to your personal and professional success through our "Best Places" culture, training opportunities, competitive salary and benefits package.