Contact Center Sales Representative

JM&A Group; Jacksonville (TX); On-site; USD 32,000 - 43,000; Full time

Job summary

JM Family is seeking a Contact Center Sales Representative to assist members via phone, email, and digital channels, opening memberships and processing loan and credit card applications from start to funding.

You will identify member needs, recommend financial products, and provide excellent service while maintaining accurate records and knowledge of lending guidelines. Bilingual Spanish and English is a plus.

Qualifications

• 1 year or more in sales, customer service, banking, credit union, lending, or financial services preferred.
• Experience opening accounts, processing loan applications, or cross-selling financial products preferred.
• Ability to understand member needs and deliver personalized recommendations that deepen relationships.
• Excellent verbal and written communication skills.
• Strong problem-solving, organizational, and multitasking abilities.
• Proficiency with computers and navigating multiple systems.
• Ability to work independently with minimal supervision.
• Knowledge of consumer lending, deposit products, and digital banking services preferred.
• Bilingual Spanish and English preferred.

Responsibilities

• Assist members and prospective members via phone, email, and digital channels.
• Open new memberships and guide members through the onboarding process.
• Process consumer loan and credit card applications from application through funding.
• Identify member needs and recommend appropriate products and services.
• Provide exceptional service while resolving inquiries and maintaining accurate member records.
• Maintain knowledge of credit union products, services, and lending guidelines.

Skills

Sales experience

Customer service

Communication skills

Problem-solving

Multitasking

Computer skills

Independent work

Lending knowledge

Bilingual EN/ES

Opening accounts

Loan applications

Cross-selling

Digital banking

Education

Tools

Job description

The Contact Center Sales Representative assistsmembers and prospective members through phone, email, and digital channels while providing excellent customer service. This roleis responsible foropening new memberships, supporting the onboarding process, and processing consumer loan and credit card applications from start to funding. The representativeidentifiesmember needs and recommendsappropriate financialproducts and services to strengthen relationships and improve the member experience. Ideal candidates have experience in sales, customer service, banking, or lending, along withstrong communication, problem-solving, and multitasking skills.

Responsibilities:

• Assistmembers and prospective members via phone, email, and digital channels.
• Open new memberships and guide members through the onboarding process.
• Process consumer loan and credit card applications from application through funding.
• Identifymember needs and recommendappropriate productsand services.
• Provide exceptional service while resolving inquiries andmaintainingaccuratemember records.
• Maintain knowledge of credit union products, services, and lending guidelines.

Qualifications:

• Minimum one year of sales, customer service, banking, credit union, lending, or financial services experience preferred.
• Experience opening accounts, processing loan applications, or cross-selling financial products preferred.
• Ability to understand member needs and deliver personalized recommendations that enhance the member experience and deepen relationships.
• Excellent verbal and written communication skills.
• Strong problem-solving, organizational, and multitasking abilities.
• Proficiencywith computers and the ability to navigate multiple systems simultaneously.
• Ability to work independently with minimal supervision.
• Knowledge of consumer lending, deposit products, and digital banking services preferred.
• Bilingual Spanish and English skills preferred.

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This job description may not be inclusive of all assigned duties, responsibilities, or aspects of the job described, and may be amended at any time at the sole discretion of JM Family. All work arrangements are subject to associate performance, business need and manager discretion, and may be revised as necessary.

JM FAMILY IS PROUD TO BE AN EQUAL OPPORTUNITY EMPLOYER

JM Family Enterprises, Inc. is an Equal Employment Opportunity employer. We are committed to recruiting, hiring, retaining, and promoting qualified associates without regard any characteristic protected by law – whether actual or perceived – including race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth, related medical conditions and lactation), gender identity gender expression, sexual orientation, marital status, military service, veteran status, disability, protected medical condition as defined by applicable state or local law, genetic information, or any other characteristic protected by applicable federal, state, provincial, or local law.

DISABILITY ACCOMMODATIONS

If you have a disability and require a reasonable accommodation to complete the job application process, please contact JM Family’s Talent Acquisition department at [e-mail] for assistance. If you have an accommodation request for one of our recruiting events, please notify us at least 72 hours prior so that we may provide assistance.