Role:

Conduct inbound and outbound calling to identify member needs through the use of consultative sales techniques, effectively communicate the way in which various credit union products and services will satisfy those needs and deliver those products to the member in a timely and effective manner; set up new accounts, respond to service requests, and direct members to the appropriate department/staff member.

Who We Are:

Freedom First provides a wide range of banking services for people and businesses in the Roanoke and New River Valleys. What sets us apart is that our shareholders are our members — which means that we put your interests first. That means fewer fees, better interest rates, and quality local service. We are headquartered locally, and we invest in our community through Impact Banking programs that support our neighbors who are working to build their own financial independence, as well as through local investments and loans for people building businesses, homes, and lives in our community. That's why you can rest assured that when you bank with us, your money stays here — where it matters. We are truly the place where people bank for good. Learn More: hƩps://www.freedomfirst.com/who-we-are

Essential Functions & Responsibilities:

• Is available to accept inbound member calls and performs outbound calling from leads generated by Marketing. Assists members contacting the credit union through inbound calls or online channels with opening and closing accounts, explains loan options, submit loan requests for processing and decision. Provides information or answers questions about all loan and deposit products/services. Responds to service requests.
• Evaluates member needs and identifies cross-sell opportunities and cross-sells services to members. Refers members to Mortgage and Investment Partners.
• Maintains contact with new members, building on the relationship.
• Cross trains on other duties performed by Contact Center employees.

Core Benefits You'll Get:

• 401k with an employer match that rises up to 6% with your tenure
• Employer sponsored Medical, Dental, and Vision insurance for individuals and families
• Flexible spending accounts for Medical & Dependent Care
• Additional insurance options available for Life, Accidental Death & Dismemberment, and Long-Term Disability with employer-funded premiums
• Tuition assistance for professional development that is competitive with large national companies
• 3 weeks paid time off with increases after 5 and 10 years of employment
• 8 paid volunteer hours per year

Additional Benefits You'll Get:

• Ample opportunities for advancement and career development across departments
• Free, in-house professional development opportunities through Freedom First Academy
• A confidential, fully-encompassing Employee Assistance Program for employees and their families experiencing difficulties and hardships
• Employee assistance fund available to employees experiencing financial emergencies
• Employee social events, recreational sports, book clubs, and more throughout the year
• Direct access to free, confidential, no-judgment financial counseling through the Roanoke Financial Empowerment Center

Knowledge and Skills:

Experience: Three years to five years of similar or related experience.

Education: (1) A two year college degree or

(2) Completion of a specialized course of study at a business or trade school or

(3) Completion of a specialized and extensive in-house training or

apprenticeship program

Physical Requirements

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle controls; and talk or hear. The employee is occasionally required to stand; walk; reach with hands and arms; and stoop, or kneel. The employee must occasionally lift and/or move up to 20 pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus.Work EnvironmentWork is performed indoors in an office environment with normal potential for exposure to safety and health hazards. May periodically travel to other, similar sites. The noise level in the work environment is usually moderate.