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Skyla Credit Union - Huntersville, NC

posted 2 months ago

Full-time
Huntersville, NC

About the position

The Member Service Advisor at Skyla Credit Union is responsible for building relationships with members and increasing market share through effective recommendations of credit union products and services, including loans. This role requires collaborative sales skills to cross-sell products and services while representing the credit union positively and ethically.

Responsibilities

  • Exhibit a thorough knowledge of the credit union's products and services by providing appropriate product solutions for members.
  • Greet and welcome members and visitors to the credit union in a professional manner.
  • Provide prompt, efficient, and accurate service in processing transactions.
  • Respond to inquiries to identify member needs in accordance with credit union service expectations.
  • Solicit new accounts, cross-sell credit union services, and add new relationships to existing accounts based on member needs.
  • Maintain strong knowledge of ancillary products' features and benefits to make effective recommendations to members.
  • Handle all administrative duties related to selling products and services to ensure excellent quality service for members.
  • Demonstrate teamwork and consistently be courteous and professional towards members and coworkers.
  • Produce loans, including equity loans, within current lending policy guidelines.
  • Set up and disburse approved loans according to established approval limits.
  • Complete all other loan-related tasks as required.
  • Meet compliance and audit standards by minimizing documentation and error rates while maintaining member information integrity.
  • Comply with all federal regulations, credit union policies, and procedures, including Bank Secrecy and the USA Patriot Act.
  • Be open to learning new processes/methods and take the initiative to apply them to the job.
  • Obtain necessary lending licensing.
  • May be required to assist on the teller line as needed.
  • Remain abreast of changes in credit union lending policy and procedures, and share knowledge with others.
  • Perform job duties in accordance with the Credit Union's values, mission, and vision.
  • Perform other various duties as assigned.

Requirements

  • Requires an associate degree or equivalent work experience in a related field.
  • Sales-oriented individual with well-developed interpersonal skills essential for interviewing loan applicants.
  • Proven track record of meeting established goals.
  • Minimum one (1) year of lending experience preferred.
  • Requires knowledge of credit union products and services, consumer loan policy, credit granting criteria, interest rates, title laws, and required documentation for each type of loan.
  • Self-starter, detail-oriented with the ability to prioritize efficiently.
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