Member Advisor

Allegacy Financial; United States; On-site; USD 45,000 - 75,000; Full time

Job summary

Allegacy Financial seeks a full-time member service professional to assist members with customer service, deposits and loan needs. You will process loan applications coming through Internet, phone, mail or fax, and maintain CRM records while selling AFCU products.

The role requires face-to-face daily member interactions, confidentiality, and overtime as needed. Mortgage licensing eligibility is preferred. High school diploma or equivalent is required.

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 NMLS.

Responsibilities

• Provide excellent customer service and sell AFCU products and services.
• Process loan applications submitted via Internet, phone, mail or fax with accurate information.
• Profile members and record information in CRM; input prospects and referrals.
• Handle member complaints and problems with the ability to defuse anger.
• Maintain confidentiality of members' financial information and ensure compliance.

Skills

Customer service

Sales

CRM

Face-to-face interactions

Confidentiality

Education

High School diploma or equivalent

Tools

CRM system

Job description

Description

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