Virtual Branch Sales Representative - Columbus, OH

Only for registered members Columbus, OH, United States

1 week ago

Job summary

The Virtual Branch Sales Representative is responsible for performing Member focused sales and service related activities that helps enrich the financial lives of our member.
Professionally Member service activity associated with loan and deposit servicesProvide accurate information for all products and services as well as the status of all Member accountsCross sell alternative or additional services where they best fit the Members needsGenerate checking accounts for new and existing MembersAssume primary ownership over all Member issues by accurately documenting researching resolving escalating Member issues associated with any product service

Responsibilities

Provide basic financial services advice to Members that promotes their financial well beingPerform consumer loan new deposit account documentation processing that will ensure proper creation maintenance of Member accountsAct liaison MSRs lending staff ensure timely quality Member sales serviceAssist other MSRs lending staff based on work requirementsMeet exceed all sales service productivity goals established positionRegisters Nationwide Mortgage Licensing System NMLS Mortgage Loan Originator MLO maintains renews registration completes compliance training directed KEMBAMaintain up date status all sales support processing activity routine reporting managementPerforms duties fully compliant industry regulations KEMA policy proceduresDevelops understanding Credit history philosophy organization policies operational proceduresOn basis continue improve individual level competency training certification established educational programsMust relate people beyond giving receiving instructionsCan get along coworkers peers exhibiting behavioral extremesPerform work activities requiring negotiating instructing supervising persuading speaking othersRespond appropriately criticism supervisorPerforms duties required management Required Qualifications High school diploma equivalent education experiencePrior over phone platform sales experience preferably banking environmentPrior experience customer service roleStrong organizational skills attention detailMust value high degree accuracy speedProfessional demeanorEffective communication skillsDesired Qualifications Prior experience financialbanking institution Physical Demands Employee regularly sit use hands reach arms communicate verbally orally Occasional standing walking lifting objects up pounds Vision close distance vision focus adjustment RETKMB
Job description
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Virtual Branch Sales Representative - Columbus, OH

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