PRIMARY RESPONSIBILITIES • Open new membership accounts. Make member directed modifications to accounts. • 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. • Process signature, vehicle, and credit card loan applications via online avenue or over the phone • Address questions related to IRAs, Certificates and Trust Funds • Keep up to date on all consumer lending products (including some equity) including experience with reading, understanding, and interpreting credit reports. • 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. • Demonstrate progressive job knowledge with the ability to successfully mentor peers. • Check the work of peers for accuracy and communicate any corrections needed in a positive and professional manner. • Handle escalated calls and follow-ups as required. • Achieve and maintain all required performance goals and quality measurements. • Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control. • Performs other duties as assigned. • Answer phone calls in a timely and professional manner. • Provide resolution to member inquiries regarding account activity and balances, transfer funds between accounts, wire transfers, stop payments, order checks, process checks by phone and debit/ATM card processing. • Bilingual Spanish required.