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Allegacy Federal Credit Union - Member Advisor

Posted: 09/02/2024
Financial Services

TITLE

Member Advisor 
DESCRIPTION

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
  • Ability to discuss and recommend products and services and to operate in a sales oriented environment.
  • Handle member complaints, and problems, with the ability to defuse member anger.
  • 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

 
POSITION REQUIREMENTS

Education and Experience

  • High School graduate 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
FULL-TIME/PART-TIME Full-Time  
CLOSE DATE  
EXEMPT/NON-EXEMPT Non-Exempt  
LOCATION INDIAN TRAIL  
ABOUT THE ORGANIZATION Do you get a thrill out of helping people realize their dreams? Do you believe that strong, personal relationships are critical to financial success? Do you want to work for an organization that has its community's best interests at heart? We do, too. That's why we work for Allegacy. Here, you'll find a challenging, rewarding career in one of the most unique entities of the financial industry. Allegacy Federal Credit Union is a place where inclusion and camaraderie thrive, and where everyone is united in their commitment to serving our members.

 
EOE STATEMENT We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law.  
PAY GRADE 7 
 
 

THIS POSITION IS CURRENTLY ACCEPTING APPLICATIONS.

Apply Now

Allegacy Federal Credit Union - Member Advisor
Allegacy Federal Credit Union
Melissa Garcia - Branch Manager

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