Virtual Engagement Center Consultant

People Helping People, that is what Sunmark Credit Union is all about!

Why join the Sunmark Squad? Sunmark is a local credit union with 89 years of history helping members build brighter financial futures. Our "Good Vibes" culture is built on meaningful relationships, community impact, and teamwork.

Starting pay is $24.25-26.25/hour, based on experience.

Business hours: Monday-Wednesday, 8-5pm; Thursday-Friday, 8-6pm; and Saturday, 9-1pm. Saturdays rotate based on department needs. Eligible for a hybrid schedule after training period, up to 2 days per week.

This role delivers tailored financial solutions over the phoneby identifying needs, supporting consumer loan requests, opening deposit accounts, and educating members on options that fit their goals.

• Grow member relationships through consultative, needs-based conversations and referrals to wealth management, insurance, business services, and commercial lending.
• Champion digital engagement by promoting digital banking tools, self-service options, and a polished, consistent virtual experience.
• Collaborate across teams with branches, lending, marketing, business services, and digital partners to deliver seamless member support.
• Maintain strong standards by following policies, procedures, regulatory requirements, and accurate documentation practices.

What we're looking for:

• A minimum of 3 years experience in financial services, lending, relationship management, or consultative sales.
• Strong knowledge of consumer lending products, including auto and personal loans.
• A relationship-driven, member-first approach with the ability to uncover needs and recommend tailored solutions.
• Excellent communication, virtual presentation, and digital service skills.
• Confidence managing complex conversations, multiple priorities, and performance goals with professionalism.