Member Advisor

Description

Overview of the role:
The agent will interact with members requiring customer service for transactional, deposit, and loan assistance. They will handle monetary transactions accurately, provide excellent service, sell suitable products and services that meet members’ specific needs, and process loan applications via various channels while ensuring data accuracy. The position involves daily face‑to‑face interaction with members.

The role requires initial contact with members needing customer service and loan assistance. It involves satisfying members’ financial needs by processing transactions efficiently and accurately, providing excellent customer service and selling products and services that meet members’ specific needs.

• 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
• Profile Members and record information in CRM
• Input Prospects and referrals
• Set Follow‑Up appointment
• Ability to discuss and sell AFCU products and services and to operate 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, The Call Center, Visa, Accounting, and Mortgage Departments, and Anytime Access/ Digital Insight
• 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
• Eligibility to be bonded
• Able to work overtime, as needed

High School graduate or equivalent 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.