Product Promotion Specialist

About the Role

Key Responsibilities

• Provide regular coaching and training to internal employees on all ancillary products.
• Serve as the first point of contact for product sales questions, troubleshooting, or additional coaching needs.
• Visit each Community Financial Center for in-person coaching sessions.
• Generate, analyze, and distribute daily and weekly sales reports to all CFC staff.
• Track and communicate individual and team sales numbers.
• Assist management with reporting needs and support during high-volume reporting periods.
• Review and validate all ancillary product sales documentation to ensure accuracy and compliance.
• Address and resolve documentation errors in a timely manner.
• Conduct sales for Extended Warranty and GAP Depreciation Protection based on targeted reports.
• Send follow-up communications to members who did not purchase Extended Warranty or GAP at loan funding.
• Make outbound calls and send targeted emails to members to promote and sell ancillary products not purchased at the time of initial loan funding.
• Maintain open and consistent dialogue with the internal team on referral status, goals, and evolving services.
• Create status reports, business correspondence, and procedural manuals as required.
• Work with the internal Talent department on various CUSO training initiatives including NEO and lending product training.
• Ensure the confidentiality of all information and transactions regarding CUIS, the Credit Union, its members, and its employees.
• Track and prepare reports on sales and marketing efforts to develop and improve strategies.
• Demonstrate a functional knowledge of the Bank Secrecy Act and other Federal laws.

Requirements

• High school diploma or equivalent; some college preferred.
• Minimum of 3 years of experience or a combination of education and experience.
• Strong communication and interpersonal coaching skills.
• Proficiency in Microsoft Office Suite (Excel, Outlook, Word).
• Ability to travel locally for Community Financial Center visits.
• Ability to work independently and as part of a team.
• Excellent verbal and written communication skills.
• Ability to create reports, business correspondence, and procedural manuals.
• High-speed internet over 100MB and video capability for remote work.
• Must live within driving distance of the office location and be able to commute regularly.

Nice to Have

• Experience with sales tracking and reporting tools.
• Knowledge of federal laws such as the Bank Secrecy Act, U.S. Patriot Act, and Anti-Money Laundering regulations.

Qualifications

• High school diploma or equivalent.
• Some college coursework preferred.
• At least 3 years of relevant experience or equivalent education.

Benefits & Perks

• Full-time hours with additional hours as needed.
• Hybrid work environment (in-office or remote) with technical requirements for remote work.
• Opportunity to work with an award-winning team at GTE Financial.