New Account Opening Representative Gesa Credit Union Spokane

Title New Account Opening Representative
Date 2020
Company Gesa Credit Union
City Spokane

Short Description :

Email and by other means of communication to help facilitate the welcoming of new members to the credit union Initiate outbound welcome calls and/or email to new and potential members Perform other duties as assigned, such as taking member phone calls when we ,…

Full Description :


The Online New Accounts Representative I has intermediate knowledge on all products, services, loans, organizational policies and procedures. This position is responsible for providing a high level of quality service while cross-selling credit union products and services. This position will perform a variety of functions via telephone, email and by other means of communication to help facilitate the welcoming of new member’s to the credit union.

  • Initiate outbound welcome calls and/or email to new and potential members.
  • Strong sales skills with the ability to recognize cross-sell opportunities.
  • Acts as back-up to Contact Center in support of operational goals.
  • Ability to work under limited supervision with latitude for objectivity and independent judgment.
  • Delivers personalized service that focuses on individual member needs.
  • Will be responsible for tracking and reporting of online applications and potential fraud.
  • Ability to prioritize work based on the needs of the credit union.
  • Ability to analyze, research and resolve medium to high complexity problems under moderate guidance of an Assistant Manager.
  • Develop knowledge and skills through formal training classes or on-the-job experience.
  • Serve as resource or Subject Matter Expert for team.
  • Perform other duties as assigned, such as taking member phone calls when we are very busy or on a special project.


  • Member and Relationship Centered
  • Collaborative and Empowering
  • Continuously Develops
  • Accountable for Results
  • Innovative


  • Thoroughness
  • Customer Orientation
  • Interpersonal Awareness
  • Strong sales skills
  • Strong people skills
  • Analytical Thinking
  • Fosters Teamwork
  • Managing Performance
  • 3-4 years of experience working in a customer service or support role
  • 2+ years of experience in outbound sales calling environment.
  • Demonstrated intermediate knowledge of MS Office applications (Word, Excel and Outlook) and multiple software programs used to perform duties.
  • Demonstrated ability to work effectively with individuals and groups across the company to manage internal and external member relationships
  • Proven verbal and written communication skills
  • Strong attention to detail and accuracy
  • High school diploma or equivalent
  • Self-Starter


Per the Dictionary of Occupational Titles, this is considered a sedentary position.

  • Frequent sitting (31-70%).
  • Occasional walking (11-30%).
  • Seldom standing (1-10%).
  • Ability to lift up to 10 lbs. frequently, including negligible forces.
  • Ability to lift up to 20 lbs. on a seldom basis.
  • Frequent repetitive hand and wrist motions.
  • Work environment is indoors, in a clean office area.

Gesa Credit Union reserves the right to revise or change the job description as the need arises. This job description is not all inclusive of total job responsibilities nor does it constitute a written or implied contract of employment.

Regular Full Time Employee Benefits

Your Wellbeing:

  • Medical, Dental, and Vision Plans
  • 20 Days Accrued Paid Time Off
  • 10 Paid Holidays
  • Employer Provided Short Term Disability and Long Term Disability
  • Voluntary Pet Insurance

Your Financial:

  • 401k & Roth 401k With Employer Match
  • Employer Provided Life Insurance & AD&D
  • Tuition Assistance & Reimbursement Programs
  • Employee Loan Discounts
  • Annual Incentive Program

Your Extra Perks:

  • Employee Assistance Program
  • Development Training
  • Employee Recognition Program, Gesa Gold & Service Awards

Selected candidate(s) must be able to pass a credit/background check, pre-employment drug screen and skills assessment.

Gesa reserves the right not to hire any relatives of or those in a close personal relationship with any Gesa employee, Board member or Supervisory Committee member.

Gesa Credit Union is an Equal Opportunity Employer and, as such, affirms in policy and practice to recruit, hire, train, and promote, in all job classifications, without regard to race, religion, color, national origin, citizenship, sex, sexual orientation, gender identity, age, veteran status, disability, genetic information, or any other protected characteristic. Gesa Credit Union will not discriminate against persons because of their disability, including disabled veterans, and will make reasonable accommodations for known physical or mental limitations of qualified employees and applicants with disabilities. If you are interested in applying and require special assistance or accommodations due to a disability, please contact our Human Resources department at (509) 378-3100.

EOE/AAMinority/Female/Sexual Orientation/Gender Identity/Disability/Veteran

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