Member Services & Sales Specialist - Branch & Call Center

CorePlus Federal Credit Union; United States; On-site; USD 40,000 - 54,000; Full time

Job summary

CorePlus Federal Credit Union in the United States seeks a Call Center Specialist to support branches and call centers. The role involves processing teller transactions, handling member requests by phone and e‑services, opening new memberships, and accepting loan applications.

The position requires strong communication, sales mindset, and product knowledge, with travel between branch and call center locations. A high school diploma and related experience are preferred.

Qualifications

• High school diploma or equivalent.
• One year related Call Center and financial services experience and/or training preferred.
• Intermediate knowledge of Microsoft Office (Excel, Word, etc.) and basic knowledge of Microsoft Windows.
• Ability to work well on teams and independently while maintaining internal and external service orientation.
• Excellent communication skills.
• Strong sales and service mentality and strong member focus.
• Proficient in computer use and software such as Microsoft Office.
• Knowledgeable of Credit Union products, services, policies, and procedures.
• Reliable means of transportation.

Responsibilities

• Assist members and potential members with requests in person or by telephone.
• Answer questions about products and services and resolve problems.
• Identify cross‑sell opportunities and promote products and services to members in person and by phone.
• Meet sales goals and expand member relationships.
• Perform all teller functions: deposits, withdrawals, payments, transfers, sell money orders, maintain cash drawer.
• Monitor and respond to online banking inquiries and text messaging.
• Prepare e‑sign packages and assist members in completing and electronically signing documents.
• Accept loan applications in person and over the phone, explaining lending options and products to members courteously.
• Obtain and analyze credit bureau reports, verify information, calculate debt ratios, and submit loan applications using Loanwriter software.
• Travel among all Credit Union branch locations and the Call Center to provide support during staffing shortages.
• Demonstrate strong knowledge of Credit Union products and services and consistently meet or surpass individual sales goals.
• Educate members on online banking and bill pay services.
• Perform other related duties as requested.

Skills

Excellent communication skills

Strong sales and service mentality

Knowledgeable of Credit Union products

Proficient in Microsoft Office

Ability to work in teams and Independ

Ability to interpret written and oral

Reliable transportation

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

CorePlus Federal Credit Union in the United States seeks a Call Center Specialist to support branches and call centers. The role involves processing teller transactions, handling member requests by phone and e‑services, opening new memberships, and accepting loan applications.

The position requires strong communication, sales mindset, and product knowledge, with travel between branch and call center locations. A high school diploma and related experience are preferred.