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Gesa Credit Union: New Account Opening Representative

Company: Gesa Credit Union
Location: Pasco
Posted on: November 14, 2021

Job Description:

Take a leap and join our team!At Gesa, we believe in the power of our people. Coming from all walks of life, our team members individual stories and unique experiences are our most valuable asset. But its how we come together, igniting our collective compassion and commitment to empowering our communities, that makes us succeed. Because we know we go further when we go together.Here you can join a team who is passionate about serving others, has a desire to do good, and shares a deep love of people. You can engage in meaningful work that impacts your community. You can challenge yourself and grow in your career. And, you can rest assured that your wellbeing and prosperity are our priority.Get to know us: About Gesa Credit UnionRole Summary:The New Accounts Representative has intermediate knowledge on all products, services, loans, organizational policies and procedures. This position is responsible for providing a high level of quality service while cross-selling credit union products and services. This position will perform a variety of functions via telephone, email and by other means of communication to help facilitate the welcoming of new members to the credit union.What You Will Be Doing:Initiate outbound welcome calls and/or email to new and potential members.Strong sales skills with the ability to recognize cross-sell opportunities.Acts as back-up to Contact Center in support of operational goals.Ability to work under limited direct supervision with latitude for objectivity and independent judgment.Delivers personalized service that focuses on individual member needs.Will be responsible for tracking and reporting of online applications and potential fraud.Ability to prioritize work based on the needs of the credit union.Ability to analyze, research and resolve medium to high complexity problems under moderate mentorship of an Assistant Manager.Develop knowledge and skills through formal training classes or on-the-job experience.Serve as resource or Subject Matter Expert for team.Perform other duties as assigned, such as taking member phone calls when we are very busy or on a special project.About You:CoreMember and Relationship CenteredCollaborative and EmpoweringContinuously DevelopsAccountable for ResultsInnovativeFunctionalThoroughnessCustomer OrientationInterpersonal AwarenessStrong sales skillsStrong communication skillsAnalytical ThinkingFosters TeamworkManaging PerformanceWhat You Will Need:High school diploma or equivalent.3-4 years of experience working in a customer service or support role.2+ years of experience in outbound sales calling environment.Demonstrated intermediate knowledge of MS Office applications (Word, Excel and Outlook) and multiple software programs used to perform duties.Strong familiarity of a financial institutions products and services, preferably in a credit union environment is desiredProven ability to work effectively with individuals and groups across the company to manage internal and external member relationshipsProven verbal and written communication skillsStrong attention to detail and accuracyOur Team Member Value Proposition:In exchange for bringing your talent to Gesa, here are a just a few of the benefits and perks we offer:Competitive PayMedical, Dental, Vision, and Life InsurancePaid Time Off Plus 10 Paid Holidays!401(k) MatchIncentive ProgramTuition Assistance and Student Loan RepaymentCommuter BenefitsPaid Time Off to Volunteer in the CommunityProduct discountsEngaging Work EnvironmentRewards and Recognition ProgramsGet wise to whats possible with a career at Gesa. Join us!We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact the HR Department at (509) 378-3100 or to request an accommodation.Gesa Credit Union reserves the right to revise or change the job description as the need arises. This job description is not all inclusive of total job responsibilities nor does it constitute a written or implied contract of employment.Selected candidate(s) must be able to pass a pre-employment drug screen which includes screening for all drugs considered illegal or controlled by the State of Washington, as well as, a credit/background check and a skills assessment.Gesa Credit Union is an Equal Opportunity Employer and strong advocate of workforce diversity. Race/Color/Gender/Sexual Orientation/Gender Identity/Religion/National Origin/Disability/Veteran.eeo_policy_statement.Pdf (gesa.Com)

Keywords: Gesa Credit Union, Pasco , Gesa Credit Union: New Account Opening Representative, Other , Pasco, Washington

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