Member Advisor

Allegacy; Statesville (NC); Hybrid; USD 38,000 - 48,000; Full time

Job summary

Allegacy is committed to helping members achieve financial wellbeing through trustworthy, personalized service. The role involves assisting members with deposits, loans and product recommendations, while delivering accurate transactions and a high level of service daily.

As a frontline adviser, you’ll use CRM tools, analyze member needs, and build lasting relationships. Overtime and teamwork across centers are expected in a dynamic banking environment.

Qualifications

• High School graduate or equivalent required.
• 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.

Responsibilities

• Provide excellent customer service and sell products to meet members’ needs.
• Process loan applications submitted via Internet, phone, mail or fax with accurate information.
• Record member information and referrals in the CRM; input prospects and set follow-up appointments.
• Engage in face-to-face daily member interactions to build trust and relationships.
• Offer appropriate financial solutions and advice based on member needs.
• Maintain confidentiality of members’ financial affairs.

Skills

Cash handling

Sales experience

Customer service

CRM usage

Face-to-face interaction

Education

High School diploma or equivalent

Tools

CRM software

Miser / Velocity interfaces

Job description

Description

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.

General Accountability

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.

Nature and Scope

• 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

Education and Experience

High School graduate or equivalent required

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