Allegacy Federal Credit Union · 17 hours ago
Member Advisor
Hickory,NC,US
Full-time
Onsite
Entry, Mid Level
2+ years expAllegacy Federal Credit Union is seeking a Member Advisor to provide excellent customer service and assist members with their financial needs. This role involves processing transactions, handling loan applications, and offering financial solutions while building trust with members.
Financial Services
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, ensuring that the correct information is obtained for accuracy
Handle multiple tasks with organizational skills to assist manager and other financial center staff
Work as a Trusted Advisor offering expert advice
Listen to members needs and 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
Qualification
Required
High School graduate or equivalent required
Ability to maintain confidentiality in respect to the member's financial affairs and confidences
Eligibility to be bonded
Able to work overtime, as needed
Preferred
Cash handling experience preferred
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
Company
Allegacy Federal Credit Union
Allegacy offers personal and business financial services to help a broad membership base including the employees, retirees, and families.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Cathy Pace
President and Chief Executive Officer
Recent News
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