Member Advisor

Description

At Allegacy, our roots run deep — anchored in a longstanding commitment to doing right by our members and the communities we serve. Every role within our organization plays a vital part in nurturing the relationships that make that promise real. As a member of our team, you'll be empowered to live out our brand every day, building meaningful connections that support the financial wellbeing of those who count on us most.

Responsibilities

• Process monetary transactions efficiently and accurately.
• Sell products and services to meet the members’ specific needs.
• Process all loan applications submitted via Internet, phone, mail or fax, ensuring the correct information is obtained for accuracy.
• Handle multiple tasks with organizational skills to assist manager and other financial center staff.
• Offer expert advice and provide financial solutions based on member needs.
• Discuss and sell Allegacy Financial products and services in a sales-oriented environment.
• Maintain confidentiality regarding the member's financial affairs and confidences.

Requirements

• 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.