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Membership Sales Representative
Johnston, IA
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Outreach Specialist Iowa Community Choice Credit Union - 3.7 Johnston, IA Job Details Full-time $21.63 an hour 22 hours ago Benefits Health insurance Parental leave 401(k) matching Qualifications Loan file preparation Customer communication Financial sales Customer relationship building Client onboarding Loan compliance checks Compliance with loan regulations Promoting bank products Mid-level High school diploma or GED Customer engagement Compliance documentation Phone canvassing Initial Contact (sales skills) Document review Financial needs assessment Meeting or exceeding sales goals Marketing campaign management Customer support for financial loans 1 year Customer interaction during outreach Communication skills Promoting bank services Consultative selling Campaign performance reporting Documentation reviews Client interaction via phone calls Full Job Description The Outreach Specialist is responsible for executing Community Choice's outreach strategy by engaging new and existing members to maximize the value of their relationship. This role focuses on building meaningful connections, identifying financial needs, and recommending appropriate products and services to members while delivering an unexpectedly delightful experience. The Outreach Specialist will collaborate with internal teams to support outreach initiatives and strengthen member relationships.
Schedule:
Full-time, onsite position with hours Monday-Friday 8:45am-5:00pm
Compensation:
Base pay of $21.63, plus commission.
What You'll Be Responsible For:
Member Engagement and Outreach:
Proactively engage members through outbound calls to build relationships, gather insights, and identify financial needs. Recommend relevant products and services that align with member goals. Support onboarding efforts to ensure new members have seamless and positive experience. Deliver a high-quality, personalized experience that exceeds member expectations.
Campaign Execution & Collaboration :
Execute outbound campaigns and outreach strategies aligned with organizational goals. Partner with internal teams to ensure consistent messaging and seamless member experience. Track campaign performance, document results, and provide feedback to improve effectiveness and member satisfaction.
Compliance & Documentation :
Prepare and review loan documentation for completeness and accuracy. Ensure adherence to all credit union policies and procedures to maintain compliance with state and federal laws and regulations.
Who We're Seeking:
1-3+ years' experience working in a call center with excellent communication and interpersonal skills. Proficient in outreach and relationship management tools. Proven track record of achieving sales goals. Someone who has the ability to work effectively in a customer-focused environment. A high school education or GED.
Why You'll Love It Here:
UNconventional Culture:
At Community Choice, we UNbank. UNbanking is a personality, an energy, a whatever-it-takes mentality to exceed our members' expectations. Being a financial institution and a credit union is what we are, not who we are. Our in-office work environment values creativity and collaboration.
Growth Opportunities:
We offer a career path where your hard work will be recognized and rewarded.
Comprehensive Benefits Package:
Competitive pay, health benefits, generous 401K matching program, maternity and parental leave, flexible time off and more.
Work Environment:
We are a group of collaborating individuals, and our jobs are primarily in office; however, we do offer flexibility throughout your workday as needed. You will work with your leader to figure out options that work best for you and your team on the days you may need to get creative with your schedule. Work Authorization/Sponsorship - At this time, we're not considering applicants that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States. This includes, but
IS NOT LIMITED TO
F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc. For additional information around work authorization needs please use the following links.
Nonimmigrant Workers and Green Card for Employment-Based Immigrants Community Choice Credit Union is an Equal Opportunity Employer - All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.