Outbound Relationship Specialist

Outbound Relationship Specialist

At Central Willamette Credit Union, our five core values guide everything we do. We're dedicated to building local loyalty, connecting with our community, and making life easier for those we serve. To achieve this mission, we seek team members who are passionate about helping others, adaptable to change, eager to learn, and who enjoy a good laugh.

The Outbound Relationship Specialist is responsible for proactively reaching out to current and prospective members to enhance their financial well-being through tailored product recommendations and exceptional service. This role plays a critical part in deepening member relationships, driving growth through outbound sales initiatives, and ensuring a positive member experience in alignment with the Credit Union's strategic objectives and core values. Discover a workplace where your efforts make a real difference in our members' lives and our community. Here, you'll grow your career in a supportive, purpose-driven environment that values your unique contributions.

Essential Functions and Responsibilities

Outbound Member Engagement (60%) :

• Conduct proactive outreach to members and prospects via phone, email, and other channels to identify financial needs and recommend appropriate products and services.
• Build genuine, trusting relationships with members to understand their goals and provide personalized financial solutions.
• Educate members on the full range of Central Willamette's products and services, ensuring they are leveraging the options that best suit their needs.
• Proactively seek opportunities to cross-sell or upsell products and services to existing members.
• Track and report sales activities and outcomes to ensure accountability and pipeline visibility.
• Meet or exceed established sales goals and performance metrics.

Relationship Building & Cross-Sell Strategy (25%) :

General (15%) :