NMLS Registered Relationship Consultant
Job Summary
To enhance member relationships, the full-time NMLS Registered Relationship Consultant will make outbound calls to potential and existing members, promoting credit union products and services while achieving sales goals in a remote capacity.
Key responsibilities:
- Generate business through outbound calls and educate members on product offerings to improve their financial well-being
- Follow up with members via telephone or email after initial contact to maintain engagement
- Track daily sales totals and maintain accurate records of member conversations in CRM
Required qualifications:
- Minimum 3 years of related experience with a proven track record in meeting or exceeding sales goals
- Proven ability to originate business through outbound calling activity
- Solid knowledge of deposit, loan, and ancillary products/services
- NMLS Registered and successful completion of all compliance-related coursework
- Strong interpersonal skills to effectively communicate with members and staff
Complete Job Description
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