Member Advisor - Ashburn
About the role
Under general supervision, deepen member relationships by assessing financial needs through proactive sales and service activities. Perform teller transactions using TCR, originate consumer loans within the underwriting guidelines; this includes application input, data input, compiling necessary statistics, and loan disbursal. Incorporates The Apple Way into daily activities, providing friendly, courteous and professional service to external and internal members. The staff member will qualify potential members, complete all required steps to open deposit accounts and online/mobile services. Additionally, the staff member will gather information to complete consumer on applications, member requests for information and/or account maintenance. The staff member will use established Apple Federal Credit Union sales techniques to assist in achieving individual and related sales goals. Performs duties and responsibilities in accordance with The Apple Way principles, of Team Up, Serve With Purpose, Challenge Yourself and Own It. Remains cognizant of and adheres to credit union policies and procedures, and regulations pertaining to the Bank Secrecy Act. Performs other job duties as assigned by the Branch Manager.
Responsibilities
- Proactively greets members, assesses reasons for branch visit, and assists members accordingly.
- Processes transactions such as deposits, withdrawals, and account transfers.
- Balances checks and cash to daily cash received vouchers.
- Inputs all required loan application data into the appropriate computer systems, promptly and accurately, to include generation and correct completion of all required loan documents.
- Functions as a “trusted advisor” to Apple members by recommending appropriate products and services and counseling on how to improve members’ financial situation.