Outbound Calling Specialist

Heartland Credit Union is the winner of the 2023 Community's Choice Award for Reno county in several areas, including "Best Place to Work!"

Heartland Credit Union is looking a positive, friendly, and motivated individual who enjoys customer service and sales to fill our full-time Outbound Calling Specialist position. Must be able to work in a fast-paced environment. The Outbound Calling Specialist promotes a sales and service culture by reaching out to members by phone and recommending Heartland Credit Union products that effectively meet the member or non-member needs. The successful candidate will help members with their full financial picture including opening new accounts, cross-selling HCU products and services, interviewing members regarding loan and credit card applications, conducting sales calls, and performing other operational branch duties.

This position is eligible for the awesome benefits package including health and dental Insurance, paid Life & LTD Insurance, 401(k) plan, paid vacation and holidays, small friendly work environment, opportunity for advancement and much more!

ABOUT HEARTLAND
Heartland Credit Union has been providing exceptional member service for over 75 years! Our small friendly work environment allows our employees to know our customers we serve and fellow employees. As we continue to grow, we need great talent like you to be a part of our team and culture. We are community driven and are very active in the communities we serve by volunteering and supporting local events. HCU has many locations in Kansas including Wichita, Hutchinson, Newton, Haven, Hays, and Ness City. Learn more about Heartland Credit Union by going to www.hcu.coop.

LOCATION
Our Outbound Calling Specialists can work at either our Support Center, located in Hutchinson at 4000 N. Monroe or in Wichita at 37th & Maize Rd.

HOURS
Outbound Calling Specialists hours are from 8am - 6pm, Monday-Friday

ABOUT THE POSITION

The successful candidate will have the following responsibilities:

• Conducts outreach calls daily to current and potential members regarding current promotions, products and services.
• Presents and explains HCU services and products to members and assists in meeting their financial needs including opening new accounts (checking, savings, IRA's, etc.), renewing and redeeming certificate accounts.
• Guide members through the borrowing processes from education/pre-qualification to receiving, reviewing and processing the loan application for consumer (auto, personal, and consolidation), home equity, credit card, and overdraft account loans.
• Meet with loan applicants to explain credit policies and to obtain additional loan information and documentation for underwriting.
• Open new accounts (checking, savings, IRA's, etc.), renewing and redeeming certificate accounts, and assisting members with other financial needs.
• Expected to meet assigned monthly goals for loans, memberships, new checking accounts, and debit and/or credit cards.
• Provides superior service to our members.
• Utilize customer service skills by ensuring members are promptly and professionally served.
• Cross sells credit union products and services.
• Attends meetings and training sessions as required.
• Proactively supports and advances HCU's culture and brand.
• Performs all other duties as assigned.

QUALIFICATIONS

EDUCATION/CERTIFICATIONS:

• High school graduate; college degree preferred.

EXPERIENCE:

• One to two years related experience.
• Previous experience with full-service financial institution preferred.
• Previous sales experience preferred.

SKILLS:

• Self-motivated, self-starter, driven to succeed.
• Solid written, verbal and public relation skills.
• Solid time management skills and ability to organize, prioritize, and perform multiple tasks simultaneously.
• Strong analytical skills.
• Proficient in MS Office programs.

OTHER REQUIREMENTS:

• Valid driver's license.
• Requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. Will be subject to the required registration process, which includes fingerprinting and a criminal background screening. Fees are paid for by Heartland Credit Union.
• Will be become a Certified Credit Union Financial Counselor (CCUFC) through CUNA's FiCEP program. Certification fees are paid for by Heartland Credit Union.

PHYSICAL REQUIREMENTS:

• Sedentary work; sitting most of the time.
• Exerts up to 30 lbs. of force occasionally.

BENEFITS
Check out a full list of our benefits on our Career Page by going to www.hcu.coop and then finding "Careers."

For immediate consideration:
To apply from our career site, go to Apply Now. If you are viewing from an outside posting board, go to www.hcu.coop, then find "Careers." You must create an account to apply and upload a resume. All inquiries are completely confidential.

Equal Opportunity Employer/Affirmative Action Employer
Heartland Credit Union is an Equal Opportunity Employer (EOE). Heartland provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation and gender identity, national origin, age, disability or genetics. Heartland hires and promotes individuals solely on the basis of their qualifications for the job to be filled. We encourage qualified minority, female, veteran and disabled candidates to apply and be considered for open positions. This practice applies to all areas of employment including recruitment, hiring, training and education, promotion, termination, compensation and all conditions and privileges of employment in accordance with applicable federal, state and local laws.

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