Outbound Sales Specialist at North Central Area Credit Union

Grandville, Michigan, United States -

Full Time

Start Date

Immediate

Expiry Date

24 Apr, 26

Salary

0.0

Posted On

24 Jan, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Outbound Calling, Consultative Sales, Relationship Building, Communication Skills, Active Listening, Financial Analysis, Consumer Lending Products, CRM Proficiency, Team Collaboration, Goal Orientation, Documentation Skills, Bilingual Skills, Professional Appearance, Positive Attitude, Microsoft Office Proficiency, Interviewing Skills

Industry

Banking

Description

Description North Central Area Credit Union is seeking a motivated and member-focused Outbound Sales Specialist to support loan growth and strengthen member relationships. This role is responsible for proactive outbound calling, follow-ups, and targeted campaigns to promote consumer lending products and services. The ideal candidate is comfortable with consultative sales, enjoys building relationships over the phone, and is driven by goals while maintaining a high standard of service. Key Responsibilities Conduct proactive outbound calls to existing and prospective members using call lists, campaigns, and member insights Identify member financial needs through effective questioning and active listening Promote and close consumer lending products including personal loans, auto loans, credit cards, HELOCs, balance transfers, GAP, and warranty products Generate, qualify, and close loan applications or referrals in alignment with production goals Follow up on pre-approved offers, incomplete applications, declined or withdrawn loans, and other opportunities Accurately document member interactions and sales activity in CRM and loan systems Collaborate with lending, branch, and member service teams to ensure smooth handoffs and positive member experiences Maintain compliance with all credit union policies, procedures, and regulatory requirements Participate in training, coaching, and performance reviews to continuously improve sales effectiveness Requirements Education & Experience High school diploma required Previous lending experience or experience in a full-service financial institution preferred Knowledge & Skills Knowledge of consumer lending products, policies, and procedures Strong communication, interviewing, and relationship-building skills Ability to analyze financial information and recommend appropriate solutions Comfortable working toward call volume, application, and sales goals Proficient in Microsoft Word, Excel, PowerPoint, email, and internet applications Bilingual skills preferred Professional appearance and positive attitude

Responsibilities

The Outbound Sales Specialist will conduct proactive outbound calls to promote consumer lending products and identify member financial needs. They will also document member interactions and collaborate with various teams to ensure positive member experiences.