Floating Member Account Advisor
About The Position
The Floating Member Account Advisor at First Alliance Credit Union plays a pivotal role in ensuring our members receive an outstanding onboarding experience and ongoing support. This role works directly with new and existing members, helping them navigate our products and services to meet their unique financial needs. The expertise in this role will be vital in cross-selling loans and additional products and services as well as contributing o our members’ financial success while fostering collaborative relationship within the branch and departments. As a Floating Member Account Advisor, you will support this role across all our locations, as scheduled, as well as providing back up support to Member Advisors in the contact center and ASK Advisors.
Requirements
- Strong communication and relationship-building skills
- Tech-savvy and adaptable in a fast-paced environment
Responsibilities
- Member Onboarding: Provide a warm welcome to new members, guiding them through the account opening process and ensuring a seamless transition to our services.
- Account Management: Assist existing members in opening additional accounts and provide tailored financial solutions to enhance their banking experience.
- Loan Cross-Selling: Identify opportunities to cross sell loan products during account opening and throughout ongoing member interactions.
- Loan Production: Identify loan needs and aid in loan applications, closing and funding at time of cross sell for high level products such as Lines of Credit and Credit Cards.
- Financial Education: Educate members on various financial products and services, providing sound financial advice that aligns with their goals and needs.
- Transaction Support: Handle more complex transactions and account inquiries, ensuring that members receive timely and accurate assistance.
- Collaboration: Build strong relationships with internal partners to facilitate a smooth and effective transition process for members, ensuring all financial needs are met.
- Exceptional Member Experience: Demonstrate strong listening skills and a genuine passion for member experience, addressing concerns and feedback to continually improve service delivery.
- Other duties as assigned by Branch Manager
Benefits
- 401(k) with employer match
- Medical, dental, and vision coverage
- Health Savings Account
- Paid Time Off & employee discounts
- Life insurance & Employee Assistance Program (EAP)
- Additional pay for certified Spanish or Somali proficiency
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
Number of Employees
11-50 employees
