Member Advisor

Overview

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, ensuring that the correct information is obtained for accuracy.

This position will require face-to-face contact with the membership on a daily basis and may involve assisting manager and other financial center staff with multiple tasks.

• Work as a Trusted Advisor offering expert advice.
• Provide depth and breadth of knowledge for financial products and services.
• Listen to members’ needs and ask questions to understand them.
• Develop professional and personal trust among members and colleagues.
• Act in a collaborative environment and provide insight to member needs by offering appropriate financial solutions.
• Analyze and synthesize facts to best meet the needs of the member.
• Demonstrate relationship-building attributes such as empathy, integrity, awareness, and strong values.
• Maintain confidentiality in respect to the member’s financial affairs.
• Record member information in CRM and input prospects and referrals; set follow-up appointments.
• Discuss and sell AFCU products and services 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, Call Center, Visa, Accounting, Mortgage Departments, and Anytime Access/Digital Insight.
• Demonstrate a professional, courteous, and helpful attitude to customers internal and external.

• Education and Experience:
  
  High School graduate or equivalent required.
• Cash Handling Experience Preferred.
• Two or more years in a 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.