Outbound Relationship Specialist-Hourly + up to $2500 monthly incentives

Brief DescriptionRespect. Integrity. Ethics. Compassion. Humor.At our Credit Union these five core values aren’t just words on a wall, they are our daily way of life. Our purpose is to build local loyalty, connect to community and make life easier for those we serve. To accomplish this, we hire team members who demonstrate a strong desire to serve others, who embrace change, who are eager to learn and who enjoy a good laugh.At Central Willamette Credit Union we are laser-focused on building a stronger financial future for each of our members and we’re particularly passionate about making the communities of the Willamette Valley even better places to live, work and play. We do this by training our sales and service team members to become Financial Advocates who work tirelessly to improve our members’ financial lives. And we don’t stop there. We are fanatical supporters of the non-profit organizations that create the fabric of the communities we call home.POSITION PURPOSEThe Outbound Relationship Specialist is responsible for proactively reaching out to current and prospective members to enhance their financial well-being through tailored product recommendations and exceptional service. This role plays a critical part in deepening member relationships, driving growth through outbound sales initiatives, and ensuring a positive member experience in alignment with the Credit Union’s strategic objectives and core values. Sales experience needed. Remote option after onsite training.This Role Offers a Comprehensive Benefits Package That Includes2 weeks of vacation 1st year-3 weeks vacation 2nd year and 4 weeks on 3rd year!10 paid holidays each year5 paid sick days annuallyMedical, dental, and vision insurance effective the first of the month following your hire dateEligible for a semi-annual incentive of 2.5 (5% yearly) of your annual salary based upon the achievement of our strategic organizational goalsUpon completion of your 6th month of employment, you’re eligible to enroll in Central Willamette’s 401(k) program. Central Willamette Credit Union will match your contributions dollar for dollar up to the first 3% of your gross salary, and 50% of the next 2% of your gross salary Remote work possible after initial in person trainingMonthly incentive bonuses up to $2500 a month!Essential Functions And ResponsibilitiesOutbound Member Engagement (60%)Conduct proactive outreach to members and prospects via phone, email, and other channels to identify financial needs and recommend appropriate products and servicesBuild genuine, trusting relationships with members to understand their goals and provide personalized financial solutionsEducate members on the full range of Central Willamette’s products and services, ensuring they are leveraging the options that best suit their needsProactively seek opportunities to cross-sell or upsell products and services to existing membersTrack and report sales activities and outcomes to ensure accountability and pipeline visibilityMeet or exceed established sales goals and performance metricsRelationship Building & Cross-Sell Strategy (25%)Maintain accurate and detailed records of calls, leads, and outcomes using various recordkeeping systemsFollow up on leads generated through proactive member engagement, referrals, or inbound requests to identify financial needs and recommend appropriate products and servicesCollaborate with internal departments to ensure seamless member service and product fulfillmentSupport targeted sales campaigns and outreach efforts based on marketing strategiesUse data analytics and member profiles to segment and prioritize outreach listsRecommend enhancements to campaign scripts and outreach strategies based on feedbackGeneral (15%)Maintain comprehensive knowledge of area of responsibility, all Credit Union products, and services, and the relevant legal, regulatory, and compliance issuesEnsures area of responsibility are performed in accordance with Central Willamette Values, compliance, regulatory, policy and proceduresSupports intra – and interdepartmental workflow by providing information to and cooperating with colleagues across the organizationPerforms additional duties as assignedRequired Knowledge, Skills, And Abilities High school diploma or equivalent required. Minimum 1–2 years of sales, call center, or financial services experience Proven track record of meeting or exceeding sales goals Must demonstrate strong communication skills, both written and verbal Must demonstrate strong presentation, organization, and planning skills Working knowledge of current State, Federal, and other regulations applicable to credit union operations Must be fully PC literate and have an excellent understanding of technology as a management tool Valid driver’s license and automotive insurance required Must be bondablePhysical RequirementsThe physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.Full-time hours required, with additional hours as necessary to accomplish objectives, goals, and projectsAbility to sit or stand within proximity of a computer terminal for extended periodsSpecific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception and ability to adjust focusFrequently required to stand, walk, and sitApply today and help us build local loyalty, connect to community, and make life easier for the members we serve.Salary $21 an hour plus up to $2500 in monthly incentives.