Virtual Branch Sales Representative

Title: Virtual Branch Sales RepresentativeReports to: Virtual Branch Sales ManagerSupervises: NoneStatus: Non-ExemptObjectiveThe Virtual Branch Sales Representative is a results-driven call center position responsible for performing a broad variety of Member focused sales and service-related activities that helps enrich the financial lives of our member. This high-contact sales position requires the ability to deal effectively with Members and other KEMBA Associates for all inbound/outbound Member activity that results from Member calls, e-mail, and internet activity.Duties and Responsibilities- Professionally Member service activity associated with loan and deposit services: - Provide accurate information for all products and services, as well as the status of all Member accounts - Cross-sell alternative or additional services where they best fit the Member's needs - Generate checking accounts for new and existing Members - Assume primary ownership over all Member issues by accurately documenting, researching, and resolving or escalating Member issues associated with any product or service - Accurately document all requests for new membership, loans, deposit accounts and ancillary services - Effectively organize and prioritize Member requests and concerns to provide outstanding member experience - Provide basic financial services advice to Members that promotes their financial well-being - Perform consumer loan and new deposit account documentation and processing that will ensure the proper creation and maintenance of Member accounts - Act as liaison for MSRs and lending staff as needed to ensure timely and quality Member sales and service - Assist other MSRs and lending staff based on work requirements- Meet or exceed all sales, service and productivity goals established for this position- Registers with the Nationwide Mortgage Licensing System (NMLS) as a Mortgage Loan Originator (MLO) and maintains and renews the registration in addition to completing related compliance training as directed by KEMBA- Maintain an up-to-date status of all sales support and processing activity with routine reporting to management- Performs all duties in a manner that is fully compliant with applicable industry regulations as well as KEMBA policy and procedures- Develops an understanding of Credit Union history, philosophy, organization, policies, and operational procedures- On a self-directed basis, continue to improve individual level of competency through training and certification on established educational programs- Must be able to relate to other people beyond giving and receiving instructions: - Can get along with coworkers or peers without exhibiting behavioral extremes - Perform work activities requiring negotiating, instructing, supervising, persuading, or speaking with others - Respond appropriately to criticism from a supervisor- Performs other duties as required by managementRequired Qualifications- High school diploma or equivalent education and experience- Prior over-the-phone or platform sales experience preferably in a banking environment- Prior experience in a customer service role- Strong organizational skills and attention to detail- Must value a high degree of accuracy and speed- Professional demeanor- Effective communication skillsDesired Qualifications- Prior experience in a financial/banking institutionPhysical DemandsThe physical demands listed below represent those necessary to perform the essential functions of this role. Reasonable accom

Created: 2026-02-03