Member Advisor

Allegacy Federal Credit Union•Mocksville, NC

5d•Onsite

About The Position

At Allegacy, our roots run deep — anchored in a longstanding commitment to doing right by our members and the communities we serve. Every role within our organization plays a vital part in nurturing the relationships that make that promise real. As a member of our team, you'll be empowered to live out our brand every day, building meaningful connections that support the financial wellbeing of those who count on us most. This position has initial contact with members needing customer service, transactional, deposit and loan assistance. They satisfy member’s financial needs by processing monetary transactions efficiently and accurately. This individual will provide excellent customer service and sell products and services to meet the members’ specific needs. They process all loan applications submitted via Internet, phone, mail or fax, insuring that the correct information is obtained for accuracy. Handle multiple tasks with organizational skills to assist manager and other financial center staff. This position will require face-to-face contact with the membership on a daily basis.

Requirements

High School graduate or equivalent required.
Two or more years in a sales environment, preferably financial products and services.
Two years financial institution experience preferred.
Eligible to be registered as a Mortgage Loan Originator with the Nationwide Mortgage Licensing System.

Nice To Haves

Cash handling experience preferred.

Responsibilities

Offer expert advice as a Trusted Advisor.
Provide depth and breadth of knowledge for financial products and services.
Listen to members' needs and ask questions to understand them.
Develop professional and personal trust among members and colleagues.
Act in a collaborative environment.
Provide insight to member needs by offering appropriate financial solutions.
Analyze and synthesize facts to best meet the needs of the member.
Demonstrate relationship building attributes such as empathy, integrity, awareness, keen observation, strong values, self-awareness, selfless independence, big picture thinking and framework.
Engage in face-to-face interactions with members and prospects.
Offer exceptional member service to all members.
Have consultative conversations with members and recommend appropriate financial products and services.
Profile members and record information in CRM.
Input prospects and referrals.
Set follow-up appointments.
Discuss and sell Allegacy Financial products and services in a sales-oriented environment.
Utilize knowledge of consumer lending, risk-based lending, credit scoring, and credit bureau interface for Miser and Velocity.
Handle member complaints and problems, with the ability to defuse member anger.
Offer assistance to all Allegacy financial centers, The Call Center, Visa, Accounting, and Mortgage Departments, and Anytime Access/Digital Insight.
Display a professional, courteous, and helpful attitude to internal and external customers.
Maintain confidentiality regarding members' financial affairs and confidences.
Be eligible to be bonded.
Work overtime as needed.