Description
Provides professional, knowledgeable and courteous service through all delivery channels by meeting deposit and non-real estate lending needs of members, Financial Representatives and employees throughout the United States. Consistently provides high quality member relationships by identifying needs and cross-selling appropriate credit union products & services. Responds to member questions, concerns and requests in a timely manner. Maintain safety & security of member, employee and credit union assets by adhering to regulations, policies and procedures.
Job Duties and Responsibilities
- Has full proficiency of non-real estate lending products, deposit products, HSAs and Individual Retirement Accounts.
- May act as an informal resource for colleagues with less experience when it comes to handling more complex questions and problems.
- Up-to-date and comprehensive knowledge of all related policies and procedures and rules and regulations across deposit and lending processes.
- Open new deposit accounts via telephone (including but not limited to verifying eligibility of membership, ordering checks and/or debit cards, sending documents electronically, etc.)
- Analyze and process non-real estate loan applications via telephone (including but not limited to pulling credit reports, verify debts, review income documents, explain reasons for denial and explore options for members when loans are denied, etc.)
- Ability to respond to members requests, problems and complaints, resolving issues and/or directing them to appropriate person for specific information and assistance.
- Ability to identify key issues and problems from partial/conflicting data and offers new, less obvious solutions and makes sound decisions.
- Responsible for relationship development, promotion of credit union products and services providing sales strategies, analysis of member needs and in depth product knowledge to existing members and prospects via telephone.
Required Job Qualifications
- 3 years lending experience (consumer lending required)
- 3+ years sales and/or financial services experience
- Proven ability to generate results within a sales environment.
- Strong verbal and written communication skills.
- Solid knowledge of deposit products and non-real estate loans.
- Demonstrate strong interpersonal skills along with a sales focus.
- Must have a positive attitude and be willing to work within a team environment
- Math aptitude
- Strong organizational skills and ability to manage multiple priorities under pressure within tight time frames.
Pay Transparency
Thrivent’s long-term growth depends on attracting, rewarding, and retaining people who are committed to helping others thrive with purpose. We accomplish this by offering a wide variety of market competitive compensation programs to attract, reward, and retain top talent. The applicable salary or hourly wage range for this full-time role is $23.59 - $31.92 per hour, which factors in various geographic regions. The base pay actually offered will be determined by a variety of factors including, but not limited to, location, relevant experience, skills, and knowledge, business needs, market demand, and other factors Thrivent deems important.
Thrivent is unique in our commitment to helping people to be wise with money and live balanced and generous lives. That extends to our benefits.
The following benefits may be offered: various bonuses (including, for example, annual or long-term incentives); medical, dental, and vision insurance; health savings account; flexible spending account; 401k; pension; life and accidental death and dismemberment insurance; disability insurance; supplemental protection insurance; 20 days of Paid Time Off each year; Sick and Safe Time; 10 paid company holidays; Volunteer Time Off; paid parental leave; EAP; well-being benefits, and other employee benefits. Eligibility for receipt of these benefits is subject to the applicable plan/policy documents. Thrivent’s plans/policies are subject to change at any time at Thrivent’s discretion.
Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.
Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to [email protected] or call 800-847-4836 and request Human Resources.
