Member Advisor

Allegacy Federal Credit Union•High Point, NC

7h•Onsite

About The Position

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. Work as a Trusted Advisor offering expert advice Offering depth and breadth of knowledge for financial products and services Listen to members needs Ask questions to understand member needs Develop professional and personal trust among members and fellow colleagues Act in a collaborative environment Provide insight to member needs by offering appropriate financial solutions Analyze and synthesize facts to best meet needs of the member Demonstrate relationship building attributes such as: Empathy Integrity Awareness and keen observation Strong values Self-awareness Selfless Independence Big Picture Thinking and Framework Face-to-Face interactions with members and prospects Exceptional Member Service offered to all members Ability to 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 appointment Ability to discuss and sell AFCU products and services and to operate in a sales oriented environment. Knowledge of Consumer Lending, Risk Based Lending and 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 AFCU financial centers, The Call Center, Visa, Accounting, and Mortgage Departments, and Anytime Access/ Digital Insight Display a professional, courteous and helpful attitude to customers internal and external. Ability to maintain confidentiality in respect to the member’s financial affairs and confidences Eligibility to be bonded Able to work overtime, as needed

Requirements

High School graduate or equivalent required
Two or more years in 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

Satisfy member’s financial needs by processing monetary transactions efficiently and accurately.
Provide excellent customer service and sell products and services to meet the members’ specific needs.
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.
Offer expert advice on financial products and services.
Listen to members needs and ask questions to understand them.
Develop professional and personal trust among members and fellow colleagues.
Act in a collaborative environment.
Provide insight to member needs by offering appropriate financial solutions.
Analyze and synthesize facts to best meet 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.
Provide 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 AFCU products and services.
Operate in a sales-oriented environment.
Utilize knowledge of Consumer Lending, Risk Based Lending and 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 AFCU financial centers, The Call Center, Visa, Accounting, and Mortgage Departments, and Anytime Access/ Digital Insight.
Display a professional, courteous and helpful attitude to customers internal and external.
Maintain confidentiality in respect to the member’s financial affairs and confidences.
Be eligible to be bonded.
Work overtime, as needed.