PERMANENT

FULL_TIME

ADAPTED_NOW

HOUR

The CC LMA I utilizes their thorough knowledge of credit union products, consumer loans, lines of credit and deposit products (such as savings, checking, money market, and certificate of deposit), to provide excellent service to the member. The role will be required to deliver a high-quality member experience while using their knowledge of multiple products and will identify, diagnose, and act on members’ consumer financial needs, including referrals to the appropriate line of business for specialized services.

<table><tbody><tr><td><p><strong>POSITION PURPOSE</strong> </p></td></tr><tr><td><p>The Loan Member Advisor I provide a seamless delivery of member service from routine teller services to complex issues by assisting in the Contact Center. The role will be required to deliver a high-quality member experience while using their knowledge of multiple products and will identify, diagnose, and act on members’ consumer financial needs, including referrals to the appropriate line of business for specialized services. The CC LMA I utilizes their thorough knowledge of credit union products, consumer loans, lines of credit and deposit products (such as savings, checking, money market, and certificate of deposit), to provide excellent service to the member. The Lending Member Advisor I is responsible for creating an outstanding member experience in lending and delivering expertise in specialized financial services. </p><p> </p><p> </p></td></tr></tbody></table><p> </p><table><tbody><tr><td><p><strong>ESSENTIAL JOB FUNCTIONS</strong> </p></td></tr><tr><td><table><tbody><tr><td><ul><li><strong>Member/Account Transactions - </strong>Assist members with their accounts over the telephone. Process teller transactions which include withdrawals, deposits, Visa advances, payroll deduction changes. Abide by check acceptance limits for Business and Personal checks. All items above the limit will require approval from Branch management or and override. </li></ul></td></tr><tr><td><ul><li><strong>Member/Account Maintenance</strong> - Aid with all credit union products and services, and products offered by Red Canoe Financial Group. Open and maintain all new accounts, products, and services. In addition, handle complaints, troubleshoot, research, and maintain accurate records associated to services provided. </li></ul></td></tr><tr><td><ul><li><strong>Lending</strong> – Assist members by taking basic loan applications for VISA, LOC, Shared Secured, dealer loans with PO in Washington and Oregon, and internal refinances. Refer action to Senior Underwriting for recommendations and decisions. </li></ul></td></tr><tr><td><ul><li><strong>Sales & Service Performance - </strong>Effectively refer products and services and their features and benefits as outlined in the CUNA “Creating Member Loyalty” program. Track referrals, member relationships and contacts using the program software. Make quality product and service referrals to existing members & non-members. Sales efforts include, but are not limited to, referrals, buyouts, member surveys and out bound service calls. </li></ul></td></tr><tr><td><ul><li><strong>Inbound Lending Calls-</strong>Maintain professional member service by meeting the quality service standard, SLA, and schedule adherence standards. Backing up CHAT, Email and other interaction queues as needed. </li></ul></td></tr></tbody></table><p> </p><p> </p></td></tr></tbody></table><p> </p><table><tbody><tr><td><p><strong>CRITICAL JOB DUTIES </strong> </p></td></tr><tr><td><table><tbody><tr><td><ul><li><strong>Dependability</strong> – Adhering to the agent schedule start, break, lunch and end shift times. Giving sufficient notification for missed work, appointments or PTO scheduled time off. Following through on assignments and counted on to complete assignments in a timely and competent manner. Must be self – directed, take initiative and is proactive </li></ul></td></tr><tr><td><ul><li><strong>Employee/Member Relations</strong> – The degree to which employee/member service application is demonstrated in the day-to-day business environment. </li></ul></td></tr><tr><td><ul><li><strong>Adaptability</strong> - Showing openness to change and new ideas. Ability to adjust to changing work requirements and respond to new situations. </li></ul></td></tr><tr><td><ul><li><strong>Quality Service </strong>– The percentage earned on quality service rating from Mystery Shops. </li></ul></td></tr><tr><td><ul><li><strong>Teamwork & Cooperation</strong> – Promote a positive, productive, and professional working environment. Demonstrating sensitivity, cooperation, understanding and respect. </li></ul></td></tr><tr><td><ul><li><strong>Productivity</strong> – Level of work output or productivity as compared to a standard or compared to others. </li></ul></td></tr><tr><td><ul><li><strong>Policy Compliance</strong> – The degree to which the individual complies with company policies. </li></ul></td></tr><tr><td><ul><li><strong>Other Critical Job Duties</strong> </li></ul><ul><li>Maintain good telephone and communication skills. </li></ul><ul><li>Assist with month-end and daily reports for department. </li></ul><ul><li>Maintain and processes signature cards. </li></ul><ul><li>Accurate account maintenance including methods of ID verification with MFA, SMS, or out of wallet questions. </li></ul><ul><li>Scanning of checks, signature cards, loan documents </li></ul><ul><li>Assist members as needed to provide quality services with knowledge of products and services to effectively cross-sell/referrals. </li></ul><ul><li>Knowledge of dividend calculations </li></ul><ul><li>Knowledge of compliance related issues </li></ul><ul><li>Resolve and report member complaints including filing UAR's under suspicious circumstances for BSA. </li></ul><ul><li>Understand and explain deposit coverage (NCUA) </li></ul><ul><li>Process check orders, stop payments, statement requests, check copy requests, payroll deduction, process digital services such as pay by card services with SWIVEL. </li></ul><ul><li>Provide accurate quality service on loan inquiries and loan interviews. </li></ul><ul><li>Duties as assigned by the Branch Manager. </li></ul></td></tr></tbody></table><p> </p><p> </p></td></tr></tbody></table><p> </p><table><tbody><tr><td><p><strong>BASIC REQUIREMENTS</strong> </p></td></tr><tr><td><table><tbody><tr><td><p><strong>BASIC REQUIREMENTS</strong> </p></td></tr><tr><td><table><tbody><tr><td><ul><li>Must be bondable. </li></ul></td></tr><tr><td><ul><li>Professional appearance and demeanor </li></ul></td></tr><tr><td><ul><li>Must possess people skills; be friendly and outgoing with members and employees. </li></ul></td></tr><tr><td><ul><li>Excellent oral and written communication/ presentation skills </li></ul></td></tr><tr><td><ul><li>Outstanding public relations skills; outgoing and friendly </li></ul></td></tr><tr><td><ul><li>High degree of accuracy and competence, including basic math. </li></ul></td></tr><tr><td><ul><li>High motivation to cross sell/ communicate services. </li></ul></td></tr><tr><td><ul><li>Must be dedicated to achieving goals set by management. </li></ul></td></tr><tr><td><ul><li>Maintain thorough knowledge of Credit Union philosophy and professional cross selling and service skills. </li></ul></td></tr></tbody></table><p> </p></td></tr></tbody></table><p> </p></td></tr></tbody></table><p> </p><table><tbody><tr><td><p><strong>MINIMUM QUALIFICATIONS</strong> </p></td></tr><tr><td><table><tbody><tr><td><ul><li>High school diploma or equivalent </li></ul></td></tr><tr><td><ul><li>Credit Union teller experience, preferred. </li></ul></td></tr><tr><td><ul><li>1 year + New Accounts and lending experience preferred; related training or experience considered. </li></ul></td></tr><tr><td><ul><li>Keyboard proficiency </li></ul></td></tr><tr><td><ul><li>Ability to read English by sight; and both speak and write English </li></ul></td></tr><tr><td><ul><li>Ability to hear by telephone and in person. </li></ul></td></tr></tbody></table><p> </p><p> </p></td></tr></tbody></table><p> </p><table><tbody><tr><td><p><strong>JOB RELATIONSHIPS</strong> </p></td></tr><tr><td><ul><li>This position reports directly to the Contact Center Manager and may have daily contact with employees, management team, members, Board of Directors, and outside organizations. </li></ul><p> </p><p> </p></td></tr></tbody></table><p> </p><table><tbody><tr><td><p><strong>ESSENTIAL MENTAL, PHYSICAL & ENVIRONMENTAL DEMANDS</strong> </p></td></tr><tr><td><table><tbody><tr><td><ul><li><strong>General - </strong>The physical demands described here are representative of those that must be to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or finger, handle, or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; reach with hands and arms; climb or balance; and stoop, kneel, crouch, or crawl. </li></ul></td></tr><tr><td><ul><li><strong>Physical -</strong> Office mobility required. Approximately 20% standing, 70% sitting, 10% walking, as need demands. Possess sufficient manual dexterity to skillfully operate standard office equipment including a computer or typewriter keyboard, 10-key calculator, facsimile machine, photocopier, and telephone. Other demands include talking, handling & reaching, seeing (corrected vision) and hearing in normal range. Specific vision abilities required by this position include close vision, distance vision, color vision, peripheral vision, and the ability to adjust focus. A telephone device to enhance hearing will be provided if needed. Occasional light lifting. The employee must occasionally lift and/or move up to 30 pounds. Periodic inter-branch or interdepartmental access may be required, including for distribution and access to various materials, equipment, meetings, etc. Storage and retrieval of materials, maximum reach required is 84 inches. </li></ul></td></tr><tr><td><ul><li><strong>Mental -</strong> Mental effort required involving considerable organization, planning, and analytical efforts with superior communication. General demands include alertness, observation, empathy, ingenuity, learning ability, problem solving; patience; initiative; memory; objectivity, creativity, speaking ability, reading, and writing ability, judgment, persuasiveness, concentration, flexibility, precision, and auditory discrimination. </li></ul></td></tr><tr><td><ul><li><strong>Environmental -</strong> Minimal discomfort from heat, dust, air conditioning. The noise level is usually moderate, including external road noise. Transport within remote branch and/or main office/facility may be single or multilevel (as required) including a variety of stairways, elevators, etc. Exposure to computer and other electronic equipment. Lunch/break area exposed to microwave; and is in the basement at main office. Facility is 100% free of tobacco smoke. </li></ul></td></tr><tr><td><ul><li><strong>Equipment -</strong> Essential equipment used includes but may not be limited to telephone, personal computer, other on-line computer terminal(s), calculator, and office security systems. Non-essential equipment generally includes paper shredder, photocopy machine, facsimile (fax) machine, etc. </li></ul></td></tr></tbody></table><p> </p><p> </p></td></tr></tbody></table>

Red Canoe Credit Union

Contact Center Loan Member Advisor I

10-key (Tenkey) Numeric Keypad

Analysis Skills

Auditory

Business Services

Calculators

Call Center Management

Call Centers

Communication Skills

Computer Terminals

Consumer Finance

Consumer Loans

Copying Machines

Credit Union

Cross-Selling

Customer Experience

Develop and Maintain Customers

English Language

Fax Machines

Financial Services

High School Diploma

Identify Issues

Interpersonal Skills

Keyboards

Loan Documents

Loans

Loyalty Programs

Manual Dexterity

Mathematics

Memory Hardware

Microwaves

Office Equipment

PC (Personal Computer) Systems

Payroll Administration

Payroll Tax

People Management

Philosophy

Photocopy

Physical Demands

Presentation/Verbal Skills

Problem Solving Skills

Public/Media/Press/Analyst Relations

Record Keeping

Resolve Customer Issues

Sales

Service Delivery

Service Level Agreement (SLA)

Short Messaging Service (SMS)

Telephone Skills

Time Management

Transaction Processing/Management

Underwriting

Writing Skills

monster

UNKNOWN

Position Objective: This regional strategic sales role will be responsible for driving climate revenue within an assigned book of business containing top US ranked accounts in the general building and specialty contractor space. Strategically plan customer visits to offices and cultivate long term relationships with key decision makers at all levels of the organization.

YEAR

<b>Join Our Team!</b><br/><br/>Sunbelt Rentals strives to be the customer's first choice in the equipment rental industry. From pumps to scaffolding to general construction tools, we aim to be the only call needed to outfit a job site with the proper equipment. Not only do we offer a vast fleet that ranks among the best in the industry, we pair it all with a friendly and knowledgeable staff. Our employees are our greatest asset, and although we present a comprehensive equipment offering, our expertise and service are what truly distinguish us from the competition.<br/><br/>We pride ourselves on investing in our workforce and offer competitive benefits, as well as extensive on-the-job training for all eligible employees.<br/><br/>As a highly successful national company, we are constantly looking for talented individuals to support our growth. If you are interested in pursuing a rewarding career, we invite you to review our opportunities!<br/><br/><b>Job Description Summary</b><br/><br/>Position Objective:<br/><br/>This regional strategic sales role will be responsible for driving climate revenue within an assigned book of business containing top US ranked accounts in the general building and specialty contractor space. This is a regional position, therefore, assigned accounts and projects may be located in markets that will require overnight travel.<br/><br/>Position Responsibilities:<br/><ul><li>Implement go-to-market strategy set by Director of Sales and Regional Sales Manager</li><li>Meet or exceed quarterly revenue goals set by Director of Sales and Regional Sales Manager</li><li>Manage all accounts through directed CRM software (Accelerate/Sales Force)</li><li>Call on mega projects and/or high-profile projects assigned by the Regional Sales Manager that may fall outside assigned customer base</li><li>Promote Climate Control and Power & HVAC solutions with strategic sellers and leaders across all other Sunbelt Rentals lines of business</li><li>Create and deliver capabilities and value driven presentations for Heating, Cooling, drying, and indoor air quality</li><li>Collaborate with National Strategic Customer Managers for assigned accounts that are also part of our National Accounts program</li><li>Engage with Regional Management on regular basis to ensure customer expectations are being met and areas of concern are being addressed</li><li>Strategically plan customer visits to offices and cultivate long term relationships with key decision makers at all levels of the organization. Utilize virtual resources such as Teams to effectively execute strategy across a large geographic footprint</li><li>Maintain master mega project list and quote pipeline for each account and project within portfolio</li><li>Provide strategic pricing, assist with the creation of master rental agreements, and connect the dots between the customer and the market renting equipment</li><li>Support field level sales by providing up to date project and contact lists</li><li>Identify new potential strategic account prospects</li><li>Prepare, deliver, present, negotiate and close proposals and agreements</li><li>Manage accounts receivable and personally resolve issues as needed</li><li>Conduct quarterly business review with Director of Sales and Regional Sales Manager</li></ul><br/><br/>Requirements:<br/><br/>Education & Experience:<br/><ul><li>Bachelor's Degree or equivalent experience in related field</li><li>4+ years' experience in outside sales or sales management in related field</li><li>Document successful territory management showing consistent revenue growth</li><li>Ability and willingness to travel at least 50%</li><li>Well versed in all Sunbelt lines of business</li><li>Basic Microsoft Office skills</li><li>Equally versed in calling on projects, offices, corporate offices and mega projects</li><li>Strong public speaking and presentation skills</li></ul><br/><br/>Base Pay Range: $55,000.00 - 99,693.00<br/><br/>Total compensation package includes base pay, company vehicle, and robust commission plan.<br/><br/>Starting rate of pay may vary based on factors including, but not limited to, position offered, location, education, training, and/or experience. Please visit https://www.sunbeltrentals.com/careers/ for more information on our benefits and to join our Talent Network.<br/><br/>Sunbelt also provides a comprehensive benefits package to its full-time employees. This package includes:<br/><ul><li>Health, Dental and Vision plans</li><li>401(k) Match</li><li>Volunteer time off</li><li>Short-term and long-term disability</li><li>Accident, Life and Travel insurance, as well as flexible spending</li><li>Tuition Reimbursement Options</li><li>Employee Assistance Program (EAP)</li><li>Length of Service Awards</li></ul><br/><br/>You will become eligible for benefits on the first of the month following 30 days from your start date. Sunbelt offers team members the following paid time off from work, subject to Sunbelt's policies (unless specified in a collective bargaining agreement):<br/><ul><li>12-25 vacation days depending on years of service</li><li>5 sick days</li><li>6 holidays</li><li>2 half day holidays</li><li>2 floating holidays</li><li>1 inclusion day</li><li>1 volunteer day</li></ul><br/><br/>Gear up for an exciting career!<br/><br/>Sunbelt Rentals supports service members. Veterans encouraged to apply.

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Contact Center Loan Member Advisor I Red Canoe Credit Union

Regional Strategic Customer Representative - Climate Control Sunbelt Rentals

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