MECU Credit Union · 15 hours ago
Call Center Sales Representative
Baltimore, MD
Full-time
Hybrid
Entry Level
1+ years expMECU Credit Union is a not-for-profit financial institution dedicated to enhancing the financial well-being of its members and community. The Call Center Sales Representative is responsible for answering inbound calls, consulting with members regarding their financial objectives, and providing appropriate loan solutions while ensuring excellent customer service.
BankingFinanceFinancial Services
Responsibilities
The Call Center Sales Representative’s success is measured by the individual’s ability to achieve key phone performance metrics including schedule adherence, call monitors and member survey results
Interview loan applicants and ensure accurate, sufficient information is obtained, review loan histories and recommend suitable loan products
Coordinate all loan applications through LPQ for decisions. Exercises excellent customer service in all member interactions and follow-up on referrals received from Account Services Representatives
Identify cross-sell and up sell opportunities and capitalize on them to achieve successful referrals and completed application goals
Actively participate in sales and service meetings
Provide ideas for improving methods to service members. Share knowledge with other team members of the department. Apply suggested improvement methods to daily interactions with members
Identify needs and offer products and services that improve the financial well-being of our members
Collaborate with Lending and with other departments to answer member questions and resolve issues
Offers the following Loan Protection products to every qualified member: Credit Life & Disability, Guaranteed Asset Protection (GAP), Extended Warranty Protection (EWP) and TruStage Auto Insurance
Ability to control calls with regards to time management
Accurately track daily work efforts
Perform other duties as assigned
Qualification
Required
Must have a High School Diploma/GED
Requires one to two years operational/sales experience, with a minimum of one year in a customer contact environment
Demonstrates customer service and sales skills
Proficient with Microsoft Office products including but not limited to: Microsoft Word, Microsoft Excel, and Microsoft Outlook
Excellent organizational, verbal and written communication skills
Strong attention to details
Identify and resolve problems efficiently
Ability to work well under pressure and multi-task
Strong commitment to attendance and punctuality
Have strong customer service skills
Be proficient on MS Office Products
Demonstrated excellent oral and written communications skills
Demonstrated knowledge of credit union products and services
Able to effectively work as part of a team and able to work with little supervision
Be committed to 'quality member service'
Company
MECU Credit Union
Our local Baltimore roots go back to 1936.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
$3.72MKey Investors
Community Development Financial Institutions Fund
2023-04-10Grant· $3.72M
Leadership Team
Michelle Williams, SHRM-CP, PHR, CUDE, CCE
Senior Vice President of Human Resources and Chief Human Resources Officer
Patricia Roberts
Senior Vice President/Chief Banch Officer for MECU of Baltimore, Inc
Recent News
Maryland Daily Record
2026-01-02
Company data provided by crunchbase