Member Advisor

About the Role

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.

General Accountability

This position has initial contact with members needing customer service, transactional, deposit and loan assistance. They satisfy members’ financial needs by processing monetary transactions efficiently and accurately. The 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, ensuring 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 Scope

• Work as a Trusted Advisor offering expert advice.
• Offer depth and breadth of knowledge for financial products and services.
• Listen to members’ needs and ask questions to understand them.
• Develop professional and personal trust among members and colleagues.
• Act in a collaborative environment and provide insight to member needs by offering appropriate financial solutions.
• Analyze and synthesize facts to best meet member needs.
• Demonstrate relationship‑building attributes such as empathy, integrity, awareness, strong values, self‑awareness, selflessness, independence, big‑picture thinking, and framework thinking.
• Engage in face‑to‑face interactions with members and prospects, delivering exceptional member service.
• Conduct consultative conversations and recommend appropriate financial products and services.
• Profile members and record information in CRM; input prospects and referrals; set follow‑up appointments.
• Discuss and sell Allegacy Financial products and services in a sales‑oriented environment.
• Knowledge of consumer lending, risk‑based lending, credit scoring, and credit bureau interfaces (Miser and Velocity).
• Handle member complaints and defuse anger.
• Offer assistance to all Allegacy Financial centers, the Call Center, Visa, Accounting, Mortgage Departments, and Anytime Access/Digital Insight.
• Display a professional, courteous, and helpful attitude to internal and external customers.
• Maintain confidentiality regarding members’ financial affairs.
• Eligibility to be bonded and ability to work overtime as needed.

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.