OUTBOUND RELATIONSHIP SPECIALIST at Central Willamette Credit Union

Brief Description

Respect. Integrity. Ethics. Compassion. Humor.

At our Credit Union these five core values aren’t just words on a wall, they are our daily way of life. Our purpose is to build local loyalty, connect to community and make life easier for those we serve. To accomplish this, we hire team members who demonstrate a strong desire to serve others, who embrace change, who are eager to learn and who enjoy a good laugh.

At Central Willamette Credit Union we are laser-focused on building a stronger financial future for each of our members and we’re particularly passionate about making the communities of the Willamette Valley even better places to live, work and play. We do this by training our sales and service team members to become Financial Advocates who work tirelessly to improve our members’ financial lives. And we don’t stop there. We are fanatical supporters of the non-profit organizations that create the fabric of the communities we call home.

POSITION PURPOSE

The Outbound Relationship Specialist is responsible for proactively reaching out to current and prospective members to enhance their financial well-being through tailored product recommendations and exceptional service. This role plays a critical part in deepening member relationships, driving growth through outbound sales initiatives, and ensuring a positive member experience in alignment with the Credit Union’s strategic objectives and core values. Sales experience needed. Remote possible after onsite training.

This Role Offers a Comprehensive Benefits Package That Includes

• 2 weeks of vacation 1st year-3 weeks vacation 2nd year then 4 weeks on 3rd year
• 10 paid holidays each year
• 5 paid sick days annually
• Medical, dental, and vision insurance effective the first of the month following your hire date
• Eligible for a semi-annual incentive of 2.5 (5% yearly) of your annual salary based upon the achievement of our strategic organizational goals
• Upon completion of your 6th month of employment you’re eligible to enroll in Central Willamette’s 401(k) program. Central Willamette Credit Union will match your contributions dollar for dollar up to the first 3% of your gross salary, and 50% of the next 2% of your gross salary
• Remote work possible after initial in person training
• Monthly incentive bonuses up to $2500 a month!
  
  

Essential Functions And Responsibilities

Outbound Member Engagement (60%)

• Conduct proactive outreach to members and prospects via phone, email, and other channels to identify financial needs and recommend appropriate products and services
• Build genuine, trusting relationships with members to understand their goals and provide personalized financial solutions
• Educate members on the full range of Central Willamette’s products and services, ensuring they are leveraging the options that best suit their needs
• Proactively seek opportunities to cross-sell or upsell products and services to existing members
• Track and report sales activities and outcomes to ensure accountability and pipeline visibility
• Meet or exceed established sales goals and performance metrics
  
  

Relationship Building & Cross-Sell Strategy (25%)

• Maintain accurate and detailed records of calls, leads, and outcomes using various recordkeeping systems
• Follow up on leads generated through proactive member engagement, referrals, or inbound requests to identify financial needs and recommend appropriate products and services
• Collaborate with internal departments to ensure seamless member service and product fulfillment
• Support targeted sales campaigns and outreach efforts based on marketing strategies
• Use data analytics and member profiles to segment and prioritize outreach lists
• Recommend enhancements to campaign scripts and outreach strategies based on feedback
  
  

General (15%)

• Maintain comprehensive knowledge of area of responsibility, all Credit Union products, and services, and the relevant legal, regulatory, and compliance issues
• Ensures area of responsibility are performed in accordance with Central Willamette Values, compliance, regulatory, policy and procedures
• Supports intra – and interdepartmental workflow by providing information to and cooperating with colleagues across the organization
• Performs additional duties as assigned
  
  

Required Knowledge, Skills, And Abilities

• High school diploma or equivalent required; associate’s or bachelor’s degree in Business, Marketing, or related field preferred
• Minimum 1–2 years of sales, call center, or financial services experience
• Proven track record of meeting or exceeding sales goals
• Must demonstrate strong communication skills, both written and verbal
• Must demonstrate strong presentation, organization, and planning skills
• Working knowledge of current State, Federal, and other regulations applicable to credit union operations
• Must be fully PC literate and have an excellent understanding of technology as a management tool
• Valid driver’s license and automotive insurance required
• Must be bondable
  
  

Physical Requirements

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Full-time hours required, with additional hours as necessary to accomplish objectives, goals, and projects
• Ability to sit or stand within proximity of a computer terminal for extended periods
• Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception and ability to adjust focus
• Frequently required to stand, walk, and sit
  
  

Salary $21 an hour plus up to $2500 in monthly incentives.