Member Outreach Sales Specialist

<strong><strong>You're the best at what you do. So are we. Imagine what we can achieve together!<br /><br /></strong></strong> <p><strong>Check out our benefits &ndash; <a href="" target="_blank" rel="noopener noreferrer">SECU 2023 Benefits Guide</a></strong></p>

Linthicum, MD


<p><strong>We value your experience. We listen to your ideas. We know you&rsquo;re going to bring something new and different to our organization that enhances our ability to grow as individuals as much as it will allow us to better serve our members.</strong><br /><br /><strong>Whatever your role at SECU, everything you do contributes to our success&mdash;and that, in turn, fulfills a greater purpose: to improve people&rsquo;s lives. This is a true opportunity to make a difference. </strong><br /><br /><strong>We are committed to nurturing your continued long-term success within our organization, because as you develop your skill sets and deepen your professional experiences, you will further our greater purpose of making a positive contribution to the financial well being of those we serve. </strong></p>

keywords: position summary,position details,communication,performance,support,education & experience,skills

Full-Time Non-Exempt

Overview: <br /> <div><strong>The SECU pledge: Be relevant and significant, day in and day out, in the lives of our members, employees and the communities we serve in a highly ethical and fiscally responsible manner.</strong></div> <br /><strong>We are looking for innovative and dynamic professionals with a passion for exceptional service to join our SECU team as </strong><strong>Member Outreach Specialists.<br /></strong><br /> <p>**This position is remote for candidates living in Maryland or bordering/nearby states**<br /><br />The Member Outreach Specialist is responsible for outreach efforts with SECU membership in support of all business product lines. The Member Outreach Specialist will conduct consultative conversations with SECU&rsquo;s field of membership to identify and recommend SECU products and services to develop mutually beneficial relationships. This individual serves as the primary facilitator of member onboarding follow-ups and other outreach efforts, and driving business with our Financial Centers, Lending, Business, and SECU Financial Partners teams. The Member Outreach Specialist is also responsible for connecting with our membership in the method that they prefer, whether it is by phone, email, or virtual connection. The Member Outreach Specialist has a thorough knowledge of SECU&rsquo;s products and services and is accountable for their behaviors and results while upholding SECU&rsquo;s Code of Conduct. Compensation for this position will be weighed heavily on goal attainment and the ability to achieve agreed upon performance targets. <br /><br />We are a transforming organization and expect this position to continue to evolve in breadth and scope as we grow and deepen our members&rsquo; relationship with SECU.</p>
Responsibilities: <br /> <ul> <li>Effectively demonstrate knowledgeable interviewing, active listening and strong communication and coaching skills when working with members in all delivery channels.</li> <li>Engage in consultative member communications through all channels (phone, email, virtual), while adhering to all SECU service level agreements.</li> <li>Deliver on activities to deepen the member relationship through outbound calling efforts and/or community engagement and development.</li> <li>Educate members on self-service, digital, and alternative methods of banking to support Retail strategy and initiatives.</li> <li>Educate members on all applicable products, services, and channels of delivery, based on need.</li> <li>Deliver on expected performance indicators around member outreach, appointment setting, partner referrals, and service, including quality referral and cross-sell success.</li> <li>Partner with Retail Leadership to set value-add SMART goals and create Individual Development Plans impacting professional development.</li> <li>Other duties required.</li> </ul>
Requirements: <br /> <ul> <li>Minimum of 3 years of outbound sales calling experience, must be proficient in managing inbound/outbound calls in a timely manner.</li> <li>Consultative sales experience in a financial or banking industry role, with a proven record of accomplishment building customer loyalty and expanding financial literacy and well-being.&nbsp;</li> <li>Demonstrated ability to goal attainment through strong familiarity of lending and retail banking products and services.</li> <li>Strong phone and verbal communication skills along with active listening; must be customer service focused.</li> <li>Bachelor&rsquo;s Degree, preferably in Marketing, Communications, or Business Administration.</li> </ul> <br /> <p><strong>What You&rsquo;ll Get:</strong></p> <p>Join Team SECU and become relevant and significant, day in and out, in the lives of our members, employees and the communities we serve in a highly ethical and fiscally responsible manner.</p> <p>&nbsp;</p> <p><strong>SECU is Maryland's largest Credit Union and our guiding principles define our culture. We are member centered and employee focused, know relationships generate outcomes, choose right over easy, and put the heart in banking.</strong></p> <p><strong>&nbsp;</strong></p> <p><strong>Apply today and be part of our journey!</strong></p> <p>&nbsp;</p> <p>In addition to never being controlled by outside owners, one of the great perks of joining Team SECU is our total rewards package for all employees working 20+ hours per week, which includes:</p> <ul> <li>Market competitive pay</li> <li>Robust 401(k) retirement savings program</li> <li>Generous paid leave programs</li> <li>And more&hellip;.<a href="" target="_blank" rel="noopener noreferrer">SECU 2023 Benefits Guide</a>&nbsp;</li> </ul> <p>&nbsp;</p> <p><strong>To learn more about what it is like to work at SECU please visit our career portal -&nbsp;<a href="" target="_blank" rel="noopener noreferrer"></a></strong></p> <p>&nbsp;</p> <p><strong>If you&rsquo;re interested in a challenging and rewarding career then SECU is for you!</strong></p> <p><strong>We can&rsquo;t wait to get to know you!</strong></p> <p><strong>SECU is an Equal Opportunity Employer</strong></p>