Community Engagement Specialist
Company: Credit Union of Texas
Location: Allen
Posted on: January 11, 2021
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Job Description:
Position Purpose and Objectives: We are currently seeking an
Engagement Specialist who will assist new and potential members in
identifying their banking needs and deliver the best
solutions.***Bilingual (Spanish) is a requirement.***Working in our
call center our Engagement Specialist will work directly with our
members to develop relationships and build trust in selling quality
products that are competitively priced. You will build rapport with
members that will establish a network of referrals while working in
a high-volume sales and service environment.Engagement Specialists
are held accountable for helping CUTX meet and exceed sales goals
by cross-selling and promoting CUTX products and services. They are
also responsible for assisting team members and other departments
in meeting or exceeding goals by providing all members that they
encounter with an unexpected experience and referring business to
other departments when appropriate. Major Duties and Essential
Functions* Answer inbound/outbound calls to educate consumers on
decisions and possible alternative solutions for their banking
needs* Sell CUTX products and services* Proactively discuss and
refer additional products to internal partners* Meet established
weekly/monthly goals* Maintain an efficient workflow process*
Manage a daily pipeline of business* Determine eligibility for
potential members by comparing client information to lending
criteria* Maintains and improves quality results by adhering to
standards and guidelines; recommending improved procedures.*
Updates job knowledge by studying new product descriptions;
participating in educational opportunitiesPositions directly
supervised: N/ASpecific knowledge, skills, and abilities required
for this position: * Must have a service-oriented attitude* Must be
Goal-oriented* Must have strong listening skills and excellent
verbal communication skills* Problem solving competence with a
strong attention to detail* Must have the ability to multitask,
prioritize, and adapt to a constantly changing environment*
Proficient computer ability including Windows PC Navigation skills*
Strong desire to learn in a fast-paced environment* Must be a TEAM
player and be able to help and rely on othersEducation and
Experience: High School diploma or equivalency and at least two (2)
years Credit Union experience, automotive industry, home lending,
F&I and/or sales experience. Stable career with previous
employers. Must be customer oriented, self-motivated team player
with effective communication skills. Must be computer literate and
able to type a minimum of 30 wpm. Ability to speak Spanish is a
plus. Experience in a consumer lending role, or other sales-related
experience. Must have a proven track-record of setting and
meeting/exceeding personal and departmental sales goals. Salesforce
experience a plus. Physical Activities and Requirements of this
PositionCATEGORYDESCRIPTIONFinger DexterityUsing primarily just the
fingers to make small movements such as typing, picking up small
objects, or pinching fingers together.GraspingUsing fingers and
palm on an object.TalkingEspecially where one must frequently
convey detailed or important instructions or ideas accurately,
loudly, or quickly. Repetitive MotionsMovements frequently and
regularly required using the wrists, hands, and/or fingers.Average
HearingAble to hear average or normal conversations and receive
ordinary information. Average Visual AbilitiesAverage, ordinary,
visual acuity necessary to prepare or inspect documents or
products, or operate machinery. Sedentary WorkSitting part of the
time. Exerts up to 10 lbs. of force occasionally.Working Conditions
of this PositionDESCRIPTIONFew. No hazardous or significantly
unpleasant conditions except during construction wearing a hard hat
is required.Mental Activities and Requirements of this
PositionReasoning Ability: The ability to use common sense or
logic. CATEGORYDESCRIPTIONDetailedAbility to apply common sense
understanding to carry out detailed instructions and to deal with
problems involving many variables.Mathematical Ability:
BasicAbility to perform basic math skills including adding,
subtracting, multiplying, and dividing two digit numbers;
operations with units such as inch, foot, yard; ounce, pound (or
their metric counterparts), and square footage; ability to
understand appraisals, compute rent rates and lease expiration
times.Language Ability: The level of ability required to
communicate and understand written and oral language.
TypicalAbility to use passive vocabulary of 5,000-6,000 words; read
at a moderate rate; and define unfamiliar words in dictionaries for
meaning, spelling, and pronunciation. Ability to write complex
sentences, using proper punctuation, and using adjectives and
adverbs. Ability to communicate in complex sentences, using normal
word order with present and past tenses and good vocabulary.
Ability to read, analyze and interpret general business
periodicals, professional journals, correspondence, and procedure
manuals. Ability to effectively present information and respond to
questions from groups of managers, guests, vendors and the general
public.
Keywords: Credit Union of Texas, Allen , Community Engagement Specialist, Other , Allen, Texas
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