Member Outbound Specialist

Advia Credit Union • Kalamazoo, MI • 3d ago

Employment Type: Full-Time, Hybrid

Entry Salary Range: $22.68-$27.22 per hour with an incentive opportunity based on individual performance.

Advia offers a bilingual premium for this role. This premium acknowledges and compensates bilingual employees who regularly use their language skills to assist our members. Proficiency testing is required, with a specific need for Spanish language proficiency.

Comprehensive Benefits Package We're committed to supporting your well-being and work-life balance through a robust benefits offering:

Health & Wellness

Medical, dental, and vision insurance to keep you and your family healthy.

Financial Peace of Mind

401(k) with company match, life insurance, and disability coverage.

Time Off

Generous paid time off (PTO), paid holidays, and paid parental leave.

Professional Growth

Learning and development programs, plus tuition reimbursement to support your career journey.

Additional Perks

Free Telemedicine

Employee Assistance Program (EAP)

Wellness initiatives

Paid Community Action Volunteer Hours

*Parental Leave and Tuition Reimbursement are available after one year of service.

What you should know about the role

The most essential function of this position is to proactively engage with our members through outbound calling efforts to create an impactful member experience. Putting the members needs first by recommending products and services will be this position main priority. The ideal candidate will have a strong internal drive to succeed, be able to work in a call center setting, and have an advisor mentality to member service. This is accomplished by providing outstanding service to both internal and external members as defined by living and demonstrating the core values of the credit union; Act with Integrity, Drive Progress, Build & Strengthen Relationships and Keep People at the Core.

What you should know about Advia

Advia is a fast-growing Credit Union that is positioned in the top 3% of credit unions across the United States. We serve over 198,000 members and with assets near $3 Billion. We offer very similar product and services as the big banks with a focus on saving our members money while providing financial advantages. We are rooted in our communities and believe we have a responsibility to give back outside of our four branch walls through volunteering and charitable donations. The work environment at Advia is fast-paced, performance based and fun infused. We certainly live by the saying "work hard, play hard." As an employee of Advia, you can expect regular and constructive feedback, development opportunities, great benefits, excellent co-workers and engaged managers.

Major Duties and Responsibilities

Place outbound calls to sales prospects and advise potential members to close on recommended product or service. This includes following up on Synapsis and indirect channel prospects.

Interviews existing and potential members by telephone, and explains specific services, products and policies. Identifies members' needs and cross-sells Credit Union services and products in an appropriate, professional manner, meeting Credit Union standards.

Performs lending functions and offers lending solutions of all varieties including HELOC and Business Lending.

Solves problems and answers member questions over the phone by listening, collecting data, securing answers, and following up to resolve the matter to the satisfaction of the inquiring party. Discusses co

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