Ashburn Member Advisor

Apple Federal Credit Union • Ashburn, VA

270d

About The Position

The Member Advisor plays a crucial role in assisting credit union members by providing personalized recommendations and exceptional service. This position involves cross-selling products, addressing member inquiries, and ensuring compliance with policies and procedures.

Requirements

• Minimum two (2) years' experience in lending or branch operations.
• High school diploma.
• Excellent positive member/customer service and interpersonal skills.
• Strong math skills and effective communication with members.
• Familiarity with loan documents, lending regulations, and credit union policies.
• Proficiency in Symitar for posting transactions and inquiries.
• Proficiency in L360 for loan application processing.
• Ability to lift 25 lbs. and function in a financial institution environment.

Nice To Haves

• Spanish speaker preferred.

Responsibilities

• Conduct thorough assessments to understand member needs.
• Provide personalized product recommendations.
• Cross-sell credit union products based on needs.
• Accurately process loan applications.
• Address inquiries via face-to-face or telephone.
• Investigate and resolve member queries.
• Adhere to policies and complete required paperwork.
• Document member activity in the system.
• Stay informed about products and policies.
• Support external business development events.

Benefits

• Health insurance
• Vision insurance
• Dental insurance
• 401(k) contribution match
• Tuition reimbursement
• Guaranteed 11 federal holidays
• Paid time off
• Paid volunteer time
• TEAM Bonus plan

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Credit Intermediation and Related Activities
• Education Level: High school or GED