Outbound Relationship Specialist
Central Willamette Credit Union, Albany, OR, United States
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
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
Ensure 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.
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
Salary $21 an hour plus up to $2500 in monthly incentives.
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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
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
Ensure 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.
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
Salary $21 an hour plus up to $2500 in monthly incentives.
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