Member Advisor

DescriptionGeneral AccountabilityThis 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 ScopeWork as a Trusted Advisor offering expert adviceOffering depth and breadth of knowledge for financial products and servicesListen to members needsAsk questions to understand member needsDevelop professional and personal trust among members and fellow colleaguesAct in a collaborative environmentProvide insight to member needs by offering appropriate financial solutionsAnalyze and synthesize facts to best meet needs of the memberDemonstrate relationship building attributes such as:EmpathyIntegrityAwareness and keen observationStrong valuesSelf-awarenessSelfless IndependenceBig Picture Thinking and FrameworkFace-to-Face interactions with members and prospectsExceptional Member Service offered to all membersAbility to have consultative conversations with members and recommend appropriate financial products and servicesProfile Members and record information in CRMInput Prospects and referralsSet Follow-Up appointmentAbility 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 VelocityHandle 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 InsightDisplay a professional, courteous and helpful attitude to customers internal and external.Ability to maintain confidentiality in respect to the member’s financial affairs and confidencesEligibility to be bondedAble to work overtime, as neededRequirementsEducation and ExperienceHigh School graduate or equivalent requiredCash Handling Experience PreferredTwo or more years in sales environment, preferably financial products and servicesTwo Years Financial Institution Experience PreferredEligible to be registered as a Mortgage Loan Originator with the Nationwide Mortgage Licensing System