Outbound Account Consultant

Deseret First Credit Union


Date: 9 hours ago
City: West Valley City, UT
Contract type: Full time
There's a reason we've won so many awards for being one of the best companies to work for! We invite you to apply to join our family, and here's what's in it for you:

  • 12 paid holidays
  • Competitive compensation
  • Benefits, perks, and discounts worth a double-take
  • A positive atmosphere and co-workers who truly care
  • Enjoyable activities and wellness initiatives
  • Work-from-home flexibility (hybrid schedule)

Summary: Maximizes services with members and contributes to the success of credit union goals and objectives.

Duties and Responsibilities:

  • Proactively reaches out to credit union members and assists them with their needs.
  • Originates and helps with both consumer and home equity loan products.
  • Demonstrates a highly motivated, positive, outgoing, influential personality with a strong emphasis on sales and results orientation to ensure the credit union maximizes lending and sales.
  • Consistently demonstrates the ability to think independently, outside the box, by effectively responding to each individual member’s unique situation.
  • Commands a thorough knowledge of the lending process from application to closing to ensure maximum funding rates.
  • Demonstrates an unsurpassed commitment to exceptional member service and teamwork that ensures a positive member experience with each encounter.
  • Is fully knowledgeable of all credit union products and services and is able to confidently offer appropriate solutions to fit member needs.
  • Works with others to obtain additional information.
  • Ensures all credit union and government standards are being met at all times.
  • This job description is not an exhaustive list of all job duties. Other duties may be assigned at any time.

Qualifications:

  • High school diploma or GED required
  • 2-5 years of similar or related experience
  • Self-motivated
  • Must be sales-oriented
  • Ability to think critically and adapt to various situations and solve problems
  • Ability to work both independently and as a team
  • Ability to adapt to the changing needs of the credit union
  • Ability to assess credit worthiness within the credit union guidelines
  • Must have excellent written and oral communication skills
  • Must be able to multi-task
  • Must have or be able to get NMLS license

Competencies:

  • Be able to work efficiently and meet needed deadlines
  • Set and consistently meet production goals
  • Demonstrate and maintain good working knowledge of credit union and government standards through additional training
  • Maintain a professional, courteous, and friendly atmosphere for members and co-workers

Computer/Software Skills:

  • Microsoft Office Suite

Deseret First Credit Union is proud to be an Equal Opportunity Employer, providing equal employment opportunities to all employees and applicants without regard to race, color, religion, sex, gender identity, age, national origin, disability veteran status, pregnancy, sexual orientation, or any other characteristic protected by law.

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