Traveling MSS

PRIMARY RESPONSIBILITIES

• Embody the Credit Union's core values of Trust, Integrity, Teamwork and Making a Difference and model these values in all daily activity.
• Using consultative selling techniques, analyzes and provides solutions for members' financial needs and makes sales referrals to specialized areas of the credit union based on perceived and unperceived needs.
• Meet and/or exceed sales goals as established by the branch management.
• Open new membership accounts and business accounts. Make member directed modifications to accounts.
• Stay abreast of all products and services features and benefits and the compliance and regulatory requirements of each so as have informed, professional discussions with members and potential members.
• Keep up to date on all consumer lending products (including home equity) including experience with reading, understanding, and interpreting credit reports.
• Process member paying and receiving transactions.
• Proactively makes outbound sales calls to inform members about a wide variety of financial services solutions that will meet their needs and deepen the member experience and relationship.
• Present a professional image in dress, speech, behavior, and attitude to create a positive first impression.
• Complete other projects and/or responsibilities as added at manager's discretion.
• Comply with applicable laws and regulations, including but not limited to: OSHA, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.

SKILLS AND COMPETENCIES

• Ability to remain in role for 12 months, Required
• Flexibility to travel to any branch throughout the day, Required
• Ability to support all WeStreet Federal Credit Union branches
• Travel will be 100% of the time, mileage reimbursement available
• Able to cross-sell members and potential members on credit union products and services
• Excellent communication, customer service, and interpersonal skills
• Professional demeanor
• Strong attention to detail
• Effective follow-up to common inquiries and issues
• Ability to work with mathematical concepts in practical situations
• Intermediate level of data base systems along with WORD products