Member Service Pro III: Loans, Deposits & Accounts

Advancial Federal Credit Union; Houston (TX); In loco; USD 28.000 - 34.000; Tempo pieno

Vantaggi offerti da questo lavoro

Healthcare

Life Insurance

401(k)

Paid holidays

Descrizione del lavoro

Advancial Federal Credit Union in Houston is seeking a customer-focused associate to cross-sell loan, deposit, and electronic banking products while meeting monthly sales goals. You will interview applicants, collect information, and ensure loan documents comply with policy standards.

You will guide members toward products that fit their financial goals, process approvals, open accounts, and perform teller duties.

Competenze

• Associate's Degree (A.A.) or equivalent from two–year College or technical school; or six months related experience.
• Or equivalent combination of education and experience.

Mansioni

• Cross-sell loan, deposit, and electronic banking products to meet member needs.
• Achieve monthly goals for ancillary loan product penetration and sales performance.
• Interview applicants, collect required information, and ensure loan documents meet policy standards.
• Guide members by recommending products and services that fit their financial goals.
• Process loan approvals, secure collateral liens, and close loans accurately.
• Open new accounts and verify eligibility for checking, savings, CDs, IRAs, and money markets.
• Perform teller transactions and account maintenance.
• Resolve member inquiries by providing information and timely solutions.
• Support branch operations by assisting with audits, night drop processing, and opening/closing duties.
• Cultivate a positive, respectful culture across the organization.

Conoscenze

Cross-selling

Customer service

Sales goals

Interviewing applicants

Product recommendations

Formazione

Associate's Degree (A.A.) or equivalent

Descrizione del lavoro

Advancial Federal Credit Union in Houston is seeking a customer-focused associate to cross-sell loan, deposit, and electronic banking products while meeting monthly sales goals. You will interview applicants, collect information, and ensure loan documents comply with policy standards.

You will guide members toward products that fit their financial goals, process approvals, open accounts, and perform teller duties.