Ashburn Member Advisor

Position Summary

The Member Advisor plays a crucial role in assisting credit union members by providing personalized recommendations and exceptional service. This position involves cross-selling products, addressing member inquiries, and ensuring compliance with policies and procedures.

• Needs Assessment and Recommendations:
  • Conduct thorough assessments to understand member needs.
  • Provide personalized product recommendations.
• Cross-Selling and Loan Processing:
  • Cross-sell credit union products based on needs.
  • Accurately process loan applications.
• Member Communication and Query Resolution:
  • Address inquiries via face-to-face or telephone.
  • Investigate and resolve member queries.
• Compliance and Record Keeping:
  • Adhere to policies and complete required paperwork.
  • Document member activity in the system.
• Continuous Learning and External Engagement:
  • Stay informed about products and policies.
  • Support external business development events.

• Minimum two (2) years’ experience in lending or branch operations.
• High school diploma.
• Excellent positive member/customer service and interpersonal skills.
• Strong math skills and effective communication with members.
• Familiarity with loan documents, lending regulations, and credit union policies.
• Proficiency in Symitar for posting transactions and inquiries.
• Proficiency in L360 for loan application processing.
• Ability to lift 25 lbs. and function in a financial institution environment.

• Under general supervision, originate consumer loans within underwriting guidelines.
• Incorporate The Apple Way principles into daily activities, providing friendly, courteous, and professional service.
• Qualify potential members and complete steps for opening deposit accounts and automated services.
• Gather information for consumer loan applications and member requests.
• Use established sales techniques to achieve individual and related sales goals.
• Adhere to credit union policies, procedures, and Bank Secrecy Act regulations.
• Perform other duties as assigned by the Branch Manager.

Full-Time

Equal Employment Opportunity:
Apple Federal Credit Union values, encourages, and implements diversity in the workplace. Apple Federal Credit Union does not discriminate in employment with regard to race, color, religion, national origin, citizenship status, ancestry, age, sex (including sexual harassment), sexual orientation, marital status, physical or mental disability, military status or unfavorable discharge from military service or any other characteristic protected by law.

All selected candidates will be subject to credit and background checks to determine employment eligibility.