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BASIC FUNCTION

Demonstrates a highly motivated, positive, out- going, influential personality with a strong emphasis on sales and results orientation to ensure the credit union maximizes lending and sales opportunities with members who apply for credit over the phone. Consistently demonstrates the ability to think independently, outside the box, by effectively responding to each individual members unique situation; not stuck in a mass production box.

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MAJOR ACTIVITIES

1) Commands a thorough knowledge of the lending process from application to closing to ensure maximum funding rates. Demonstrates an unsurpassed commitment to exceptional member service and teamwork that ensures an experience with each encounter. Is fully knowledgeable of all credit union products and services and is able to confidently offer appropriate solutions to fit member need. Is able to clearly and effectively communicate with members and all levels of staff in oral and written form and is proficient with applicable technology.

2) Uses strong interpersonal skills and influence to consistently achieve sales goals. Overcomes objections with persuasion and persistence. Displays confidence in presenting appropriate solutions to fit members needs. Maximizes opportunities to sell WEOKIE products and services to benefit member and enhance quality and depth of member relationship and profitability.

3) Is keenly aware of personal, team, departmental and company-wide goals and is able to prioritize work to achieve funding goals. Demonstrates the ability to excel in a high stress environment and is able to meet goals and deadlines. Demonstrates persistence and overcomes obstacles to maintain above average closing ratios.

4) Demonstrates an unsurpassed commitment to exceptional member service that ensures an experience with each encounter. Views situations from the members perspective to effectively respond to their needs and concerns; often going beyond the initial need or expressed concern of the member. Follows up to make sure the members expectations have been met or exceeded. Explains recommendations, products and services in ways members can easily understand. Demonstrates patience, respect and empathy when dealing with difficult members or their complaints. Personifies WEOKIES role as a Trusted Advisor.

5) A motivated self-starter who measures self against standards of excellence. Actively and consistently seeks qualified opportunities to increase loan volume and residual product penetration. Takes calculated risks to accomplish goals. Actively supports member education events and seminar.

6) Demonstrates responsibility for providing timely and accurate information, responses and decisions to internal and external members. Accurately and efficiently performs transactions and member requests. Willingly accepts and embraces constructive coaching and feedback as needed. Assesses own strengths and weaknesses. Schedules time off in advance and avoids unscheduled absences.

7) Persuasive and confident. Uses clear and simple language to communicate information and decisions to internal and external members. Explains recommendations, products and services in ways members can easily understand. Demonstrates sensitivity to cultural and gender differences.

8) Builds rapport with fellow teammates and credit union staff. Demonstrates genuine concern for others and shares personal expertise with peers. Displays flexibility regarding scheduling.\ \

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\ \ WEOKIE Federal Credit Union is an Equal Opportunity Employer and does not discriminate against any applicants for employment based on their race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), national origin, age, physical or mental disability, genetic information, veteran status, uniformed service member status, or any other status protected by law.