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Perform duties to; unlock/lock entrance doors; schedule/assume responsibility for member appointments; pull/review consumer credit reports and investigate disputes; process lien terminations; clean loan files; keep loan vault in order; review security title and tracking exception report; process CPI and handle follow-up issues; loan verifications; youth program related activities; handle UPS/Fedex in/out and other office deliveries; and department assigned side jobs.
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Proficient in consumer loan processing (application and basic processing) as evidenced by minimal errors reported by Consumer Lending Quality Control and management observation. Cross-trains in other areas of the financial center, such as ATM, Vault, Savings Bonds, Safe Deposit, Wire Transfers, other ancillary services and assists with opening and closing financial center.
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Promotes and introduces solutions for all retail bank deposit products and services, including checking, savings, money market, certificates of deposit, debit card, online/mobile banking, and makes appropriate referrals, including HELOC loans, IRAs, consumer and mortgage referrals, investment services, and treasury management services.
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Identifying opportunities to refer members to additional products/services including consumer loan and mortgage products, as well as wealth advisors. You'll provide outstanding service while greeting members (Concierge), performing financial transactions (Teller), opening accounts (Personal Banker) and educating members on our products and services.
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Seek Growth: With your eagerness to learn, you go through consumer loan training so you can help with the loan process and questions regarding it. Beyond providing superior customer service, we offer a diverse array of financial products and services to include trust & wealth management, mortgages, lending, and so much more.
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Seek Growth: With your eagerness to learn, you go through consumer loan training to help with the loan process and questions regarding it. You provide support to current and potential customers in regards to their financial needs.
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Receive mortgage, consumer loan and other payments and ensure the payments match balance due. Promote and explain other financial institution services such as CDs, safe deposit boxes, traveler's checks and money orders.
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Refer consumer loan inquiries to a Sr. Relationship Banker, Branch Manager or Consumer Lender, as applicable per Branch. Refer potential Business Online Banking, Commercial Lending, Mortgage Lending, Wealth Management, Financial Management and Trust Services customers to other areas of the Bank to enhance relationships and build strong internal partnerships.
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Process basic consumer loan-related requests (e.g., signature and credit card) including submitting applications, booking, and disbursing, and file maintenance (e.g., modification of agreements, Skip-Pay, etc.
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Maintain a working knowledge of business accounts, IRAs, HSAs, and medallion services and refer to a Sr. Relationship Banker, Asst. Branch Manager, or Branch Manager, where applicable. Participate in prospect calls with loan and deposit officers.
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American Heritage Credit Union, a $4.8+ billion financial institution has an immediate opening for a Part-Time Member Experience Advisor at our Hunting Park branch! Connect members to our Subject Matter Experts (SMEs) via SmartOffice/VANA technology who can assist them with their specialized financial needs (e.g., Lending, Mortgages, Account Services, IRC, etc.
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American Heritage Credit Union, a $4.6+ billion financial institution has an immediate opening for a Part-Time Member Experience Advisor at our Limerick branch! Explain services, respond to all inquiries, present appropriate products to members through their various life stages, and direct members to the appropriate specialists (e.g., Investment Retirement Center (IRC), Mortgages, etc.
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Rockland Trust offers a wide range of banking, investment, and insurance services to help individuals and businesses work toward their financial goals with more than 120 branches located throughout Massachusetts, as well as commercial banking, investment management offices, and residential lending centers across Massachusetts and Rhode Island.
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