Driven Call Center Sales Rep - Financial Solutions

MECU Credit Union; Baltimore (MD); On-site; USD 23,000 - 32,000; Full time

Job description

DEPARTMENT SHIFT

Monday - Friday: 10:20-7pm

Rotating Saturdays (mandatory): 9:00 AM - 1:00 PM

MECU CREDIT UNION

MECU is a not-for-profit financial institution committed to helping its members and community by offering high quality financial products and services. With more than $1.2 billion in assets and located in historic downtown Baltimore, MD, this not-for-profit financial institution proudly serves more than 100,000 members.

This is a full-time position located in downtown Baltimore, MECU Credit Union subsidizes a portion of parking or MTA. Must successfully complete an electronic assessment.

Position Summary

This position is responsible for answering inbound calls and consulting with members about their financial objectives to identify credit needs and provide appropriate loan solutions. Building strong, trusting relationships with new and existing members. Cross‑selling other Credit Union products and services when appropriate and following up on referrals received. Exercising excellent customer service in all member interactions.

Essential Duties And Responsibilities

• The Call Center Sales Representative’s success is measured by the individual’s ability to achieve key phone performance metrics including schedule adherence, call monitors and member survey results.
• Interview loan applicants and ensure accurate, sufficient information is obtained, review loan histories and recommend suitable loan products.
• Coordinate all loan applications through LPQ for decisions. Exercises excellent customer service in all member interactions and follow-up on referrals received from Account Services Representatives.
• Identify cross‑sell and up‑sell opportunities and capitalize on them to achieve successful referrals and completed application goals.
• Actively participate in sales and service meetings.
• Provide ideas for improving methods to service members. Share knowledge with other team members of the department. Apply suggested improvement methods to daily interactions with members.
• Identify needs and offer products and services that improve the financial well‑being of our members.
• Collaborate with Lending and with other departments to answer member questions and resolve issues.
• Offers the following Loan Protection products to every qualified member: Credit Life & Disability, Guaranteed Asset Protection (GAP), Extended Warranty Protection (EWP) and TruStage Auto Insurance.
• Ability to control calls with regards to time management.
• Accurately track daily work efforts.
• Perform other duties as assigned.

Preferred Qualifications

Must have a High School Diploma/GED. Requires one to two years operational/sales experience, with a minimum of one year in a customer contact environment. Demonstrates customer service and sales skills. Proficient with Microsoft Office products including but not limited to: Microsoft Word, Microsoft Excel, and Microsoft Outlook. Excellent organizational, verbal and written communication skills.

Competencies Required

• Strong attention to details.
• Identify and resolve problems efficiently.
• Ability to work well under pressure and multi‑task.
• Strong commitment to attendance and punctuality.
• Have strong customer service skills.
• Be proficient on MS Office Products.
• Demonstrated excellent oral and written communications skills.
• Demonstrated knowledge of credit union products and services.
• Able to effectively work as part of a team and able to work with little supervision.
• Be committed to “quality member service.”

Compesation: $20/hr

Work Location and Physical Demands

This position is located at Corporate Headquarters. Employees in this role may apply for a hybrid work schedule after the successful completion of their 90‑day conditional period. Approval is subject to performance, department needs, organizational resources, and manager’s discretion.

MECU of Baltimore, Inc. is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law.

MECU conducts credit, bond and background checks.