Call Center Sales Consultant

Summary: HawaiiUSA Federal Credit Union is a local, not-for-profit financial cooperative dedicated to helping members achieve their financial goals. The Call Center Sales Consultant will partner with members to identify and meet their financial needs through personalized consultation and solution-driven service, specializing in new accounts and loans. Responsibilities: - Assist members with a wide range of financial needs including new accounts, loans, and account maintenance - Conduct outbound calls to build business, strengthen relationships, and uncover unperceived needs - Provide tailored financial advice and long-term solutions that support member goals - Demonstrate strong consultative skills by uncovering unspoken needs and presenting personalized solutions - Foster trust and loyalty by delivering high-quality service and financial education - Recognize sales opportunities and deliver value through meaningful recommendations - Ensure all consumer loan documentation is complete and accurate - Comply with DMV and security procedures in releasing or securing lienholder interest - Maintain schedule adherence and availability to support member access and services levels - Track and complete required reports, documentation, and compliance processes - Provide Virtual Branch services by engaging members via secure video, chat, and co-browse sessions - Perform other duties as required to support the goals of the Member Solution Center Required Qualifications: - High School or GED required - 1 year or more of prior work experience in a customer service or sales-oriented role Preferred Qualifications: - 1 year experience working in a financial institution's branch, call center, or customer service environment - 1 year or more prior lending experience Required Skills: Financial consultation, New accounts processing, Loan documentation, Sales, Virtual Branch services Benefits: We cover 100% of employees single medical, drug, vision, and dental monthly health insurance premiums., Employees also love receiving paid volunteer time, Our pay it forward program, Matching their charitable donations up to $250 per year per employee., Tuition assistance for higher education is another special way we invest in our workforce., Paid Time Off and 11 Paid Holidays, 401(k) and 3% Employer Contribution, Health insurance, Paid time off, Vision insurance, Dental insurance, Prescription drug insurance, Tuition reimbursement, Life insurance, Flexible spending account, Disability insurance, Health savings account, Opportunities for advancement, Employee assistance program, Referral program, Retirement plan, Employee discount, Paid training, Professional development assistance, AD&D insurance, Volunteer time off, Credit union membership, Paid orientation