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Community Engagement Specialist

Company: Credit Union Texas
Location: Allen
Posted on: May 3, 2021

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 FunctionsAnswer inbound/outbound calls to educate consumers on decisions and possible alternative solutions for their banking needsSell CUTX products and servicesProactively discuss and refer additional products to internal partnersMeet established weekly/monthly goalsMaintain an efficient workflow processManage a daily pipeline of businessDetermine eligibility for potential members by comparing client information to lending criteriaMaintains 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 attitudeMust be Goal-orientedMust have strong listening skills and excellent verbal communication skillsProblem solving competence with a strong attention to detailMust have the ability to multitask, prioritize, and adapt to a constantly changing environmentProficient computer ability including Windows PC Navigation skillsStrong desire to learn in a fast-paced environmentMust 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 Texas, Allen , Community Engagement Specialist, Other , Allen, Texas

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