Member Advisor

Nature and Scope

• Work as a Trusted Advisor offering expert advice
• Offering depth and breadth of knowledge for financial products and services
• Listen to members needs
• Ask questions to understand member needs
• Develop professional and personal trust among members and fellow colleagues
• Act in a collaborative environment
• Provide insight to member needs by offering appropriate financial solutions
• Analyze and synthesize facts to best meet needs of the member
• Demonstrate relationship building attributes such as:
• Empathy
• Integrity
• Awareness and keen observation
• Strong values
• Self-awareness
• Selfless Independence
• Big Picture Thinking and Framework

Responsibilities

• Face-to-Face interactions with members and prospects
• Exceptional Member Service offered to all members
• Ability to have consultative conversations with members and recommend appropriate financial products and services
• Profile Members and record information in CRM
• Input Prospects and referrals
• Set Follow-Up appointment
• Ability to discuss and sell Allegacy Financial 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 Velocity
• Handle member complaints, and problems, with the ability to defuse member anger.
• Offer assistance to all Allegacy Financial financial centers, The Call Center, Visa, Accounting, and Mortgage Departments, and Anytime Access/ Digital Insight
• Display a professional, courteous and helpful attitude to customers internal and external.
• Able to maintain confidentiality in respect to the member’s financial affairs and confidences

Requirements

• High School graduate or equivalent required
• Cash handling experience preferred
• Two or more years in sales environment, preferably financial products and services
• Two years financial institution experience preferred
• Able to be bonded
• Able to work overtime, as needed