Call Center Sales Consultant

Job Description

Job Description

The Call Center Sales Consultant will partner with members to identify and meet a wide range of financial needs through personalized consultation and solution driven service. They specialize in new accounts and loans, while uncovering opportunities to build member trust and loyalty.

Key Responsibilities

• Assist members with a wide range of financial needs including new accounts, loans, and account maintenance.
• Conduct outbound calls to build business, strengthen relationships, and uncover unperceived needs.
• Provide tailored financial advice and long-term solutions that support member goals.
• Demonstrate strong consultative skills by uncovering unspoken needs and presenting personalized solutions.
• Foster trust and loyalty by delivering high-quality service and financial education.
• Recognize sales opportunities and deliver value through meaningful recommendations.
• Ensure all consumer loan documentation is complete and accurate.
• Comply with DMV and security procedures in releasing or securing lienholder interest.
• Maintain schedule adherence and availability to support member access and services levels.
• Track and complete required reports, documentation, and compliance processes.
• Provide Virtual Branch services by engaging members via secure video, chat, and co-browse sessions.
• Perform other duties as required to support the goals of the Member Solution Center.

Minimum Qualifications

• High School or GED required.
• 1-2 years of prior work experience in a customer service or sales-oriented role.

Preferred Qualifications

• 1 year or more prior lending experience.
• 2 or more years’ experience working in a financial institution’s branch, call center, or customer service environment.
• NMLS preferred (or willing to obtain within the first 12 months of employment)

Working Conditions & Minimum Physical Requirements

• Sitting for prolonged periods at a desk working on a computer.
• Talking on the phone, computer, and person to person or in meetings frequently.
• Moving around the office on occasion.
• Lifting, pulling, pushing, and carrying up to 30 pounds on occasion.
• We'll make reasonable accommodations for qualified applicants and employees with disabilities.
  

Benefits and Pay:

The expected pay range for the Call Center Sales Consultant is $28.00 per hour.

This range reflects the compensation we reasonably expect to offer for this role based on typical qualifications and market data. Offered pay may vary depending on the candidate’s experience, skills, and other relevant factors.

We cover 100% of employees single medical, drug, vision, and dental monthly health insurance premiums. Employees also love receiving paid volunteer time and our pay it forward program. Tuition assistance for higher education is another special way we invest in our workforce. Benefits include, Paid Time Off and 11 Paid Holidays, 401(k) and 3% Employer Contribution, Health insurance, Paid time off, Vision insurance, Dental insurance, Prescription drug insurance, Tuition reimbursement, Life insurance, Flexible spending account, Disability insurance, Health savings account, Opportunities for advancement, Employee assistance program, Referral program, Retirement plan, Employee discount, Paid training, Professional development assistance, AD&D insurance, Volunteer time off, Credit union membership, Paid orientation, and more.

About Company:

HawaiiUSA Federal Credit Union is a local, not-for-profit, federally insured financial cooperative, owned and operated by our members since 1936. We are dedicated to helping members achieve their financial goals and our employees reach their career aspirations. We are committed to our community by extending ourselves through our time, efforts and resources. Our motto, Life Matters, means celebrating life’s experiences and creating fulfilling work opportunities, not just jobs.

Make a difference one life at a time!