Financial Solutions Specialist (Call Center Sales)

All of us at Chartway stand united in our strong culture oflistening and learning. We treat people with respect integrity and kindnessand are committed to continuously developing a diverse and inclusive workplacewhere team members are empowered to be their authentic selves. All backgroundsviewpoints and life experiences are welcome knowing this commitmentstrengthens our credit union family and communities.

The Financial Solutions Specialist reports to the Member Solutions Center Manager andis responsible for providing exceptional service experiences in a fast paced call center environment. Team members are accountable for first call resolution by accurately resolving member inquires through the extension of credit union product and service solutions. All experiences delivered should positively contribute to the channels achievement of sales and service performance objectives. Specialist may interact with members by telephone email or chat.

Responsible and Accountable for:

• Consistently delivering an exceptional member experience as measured by the credit union
• Responsibilities include delivering energetic service through multiple media types; telephone emails and chat.
• Producing a pro-rata portion of assigned sales goals
• Demonstrating the ability to optimize member contacts by meeting immediate need and uncovering additional opportunities to serve the member
• Utilizing available time efficiently consistently maintaining low work and unavailable percentages while meeting interaction performance standards
  Complying with all member verification processes and transaction processing guidelines to mitigate risk and protect the member and the credit union for fraud or loss.
• Sales and service responsibilities include identifying opportunities to sell credit union products; meeting/exceeding aggressive sales cross-sell and funding goals; providing prompt accurate and courteous responses to members; making financial recommendations; processing various complex financial transactions; effectively educating members basic financial literacy components and Chartways products and services.

Knowledge Skills and Abilities:

• Possess superior organizational skills that enable accurate and efficient service and sales experiences.
• Possess superior verbal and written communication skills.
• Possess the knowledge required to educate and guide members through the membership account and loan application process up to and including closing.
• Possess excellent listening and communication skills.
• Self-motivatedto meet aggressive sales goals and manage competing priorities.
• Ability to act as a problem solver information provider and liaison between members and various internal departments.
• Ability to work in a fast paced ever changing environment.
• Ability to effectively move between communication tools-telephone email and chat- as demand presents.
• Demonstrate strong work ethic that supports organizational values and demands the highest standard of conduct from self and others.

Education and Experience:

• Education: Some college preferred but high school education or equivalent GED acceptable.
• Experience: Two to three years of sales and customer service preferably in a financial institution contact/call center environment.

Chartway offers a competitive salary and a comprehensive benefits package. Candidates must have a good credit history for consideration. Salary requirements must be included and resumes must be accompanied by a Chartway Employment Application for consideration.

Chartway Federal Credit Union is an EOE/M/F/ Disability/Vet Employer.

Ifa reasonable accommodation is needed for the job interview process pleasecontact our Talent Acquisition Team at 1-extension 74862 or email us at

Required Experience:

IC