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Summary of Role:
Performs courtesy telephone calls to members to explore financial options. Works from targeted lists generated from sales and service databases to focus on how to save or earn the member more money based on the member’s current relationship with Broadview FCU. Maximizes cross-selling opportunities with all members.

Essential Job Functions/Responsibilities:
+ Promote Broadview FCU products and services in accordance with Performance Excellence Sales and Service Standards
+ Provide quality Investment & Insurance referrals
+ Work to achieve personal and department sales goals
+ Act as liaison between members and all departments of the credit union; focuses on existing members who have a deposit or loan product relationship
+ Inform targeted members about their product’s status; including bu...