Member-Focused Banking & Lending Advisor

Truliant Federal Credit Union; Charlotte (NC); Presencial; USD 50.000 - 80.000; Tempo integral

Benefícios oferecidos por esta vaga

Medical, dental, vision coverage

401(k) plan with matching

Paid holidays and PTO

Tuition reimbursement

Teledoc

Onsite fitness facilities

Employee Assistance Program (EAP)

Resumo da vaga

Truliant Federal Credit Union is seeking a Branch Lending professional who will engage members, process accounts and loans, and drive referrals across business units.

You will support IRA accounts, mortgages, and related financial products while upholding member service standards and security policies on a daily basis. This full-time role offers growth opportunities within a values-driven team.

Qualificações

• Must have National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008.
• Must have knowledge of standard concepts, practices, procedures, regulations and compliance within the financial services environment.
• Excellent communication skills in English, both verbal and written.
• Must be able to perform arithmetic and basic PC tasks.
• Knowledge of advanced products and services is required.
• Notary appointment within 3 months is required.
• Attend Branch Lending Training within 3 months is required.

Responsabilidades

• Engages members in conversation conducting quality guidance and credit reviews to uncover their financial needs and goals.
• Identifies quality referrals to other business units such as Business Services, Mortgage, and Truliant Financial Advisors.
• Accurately and efficiently processes account opening and maintenance, loan applications, and transactions for members.
• Ensures consistent adherence to member service standards throughout every member-owner interaction.
• Executes the Branch’s plan to achieve goals and objectives including member service scores, loan and deposit production, and new member growth.
• Educates members on products and services and assists with establishing those identified products.
• Proactively assists members by showing how financial tools can improve their banking experience.
• Makes outbound sales and service calls to member-owners.
• Manages loan and deposit pipeline to ensure timely follow-up and cultivate leads.
• Provides information and processes loan requests on all loan products including mortgages and IRA accounts.
• Adheres to policies and security/fraud prevention requirements.

Conhecimentos

Customer service

Communication skills

Sales experience

Arithmetic

Attention to detail

Multitasking

Notary (within 3 months)

Formação

College degree or equivalent experience

Ferramentas

NMLS registration

Descrição da vaga

Truliant Federal Credit Union is seeking a Branch Lending professional who will engage members, process accounts and loans, and drive referrals across business units.

You will support IRA accounts, mortgages, and related financial products while upholding member service standards and security policies on a daily basis. This full-time role offers growth opportunities within a values-driven team.