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First Alliance Credit Union · 2 weeks ago

Floating Member Account Advisor

MN, Rochester, US

Full-time

Onsite

New Grad, Entry Level

$20.78/hr - $24.45/hr

First Alliance Credit Union is seeking a Floating Member Account Advisor who will play a pivotal role in ensuring members receive outstanding onboarding experiences and ongoing support. This role involves assisting members with account management, cross-selling loans, and providing financial education to help meet their unique financial needs.

BankingCredit CardsFinancial Services

Responsibilities

Provide a warm welcome to new members, guiding them through the account opening process and ensuring a seamless transition to our services

Assist existing members in opening additional accounts and provide tailored financial solutions to enhance their banking experience

Identify opportunities to cross sell loan products during account opening and throughout ongoing member interactions

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

Educate members on various financial products and services, providing sound financial advice that aligns with their goals and needs

Handle more complex transactions and account inquiries, ensuring that members receive timely and accurate assistance

Build strong relationships with internal partners to facilitate a smooth and effective transition process for members, ensuring all financial needs are met

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