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.

Responsibilities

• Provide initial contact with members needing customer service, transactional, deposit and loan assistance.
• Satisfy members’ financial needs by processing monetary transactions efficiently and accurately.
• Provide excellent customer service and sell products and services to meet members’ specific needs.
• 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.
• Require face-to-face contact with the membership on a daily basis.
• Act as a Trusted Advisor offering expert advice and offering depth and breadth of knowledge for financial products and services.
• Listen to members’ needs and 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.
• Engage in face-to-face interactions with members and prospects.
• Offer exceptional member service 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 appointments.
• Discuss and sell Allegacy financial products and services and operate in a sales‑oriented environment.
• Knowledge of consumer lending, risk‑based lending and credit scoring and credit bureau interface for Loan Director.
• Handle member complaints and problems, with the ability to defuse member anger.
• Offer assistance to all Allegacy financial centers, Member Care, Visa, Accounting, and Mortgage Departments, and Anytime Access / Digital Insight.
• Display a professional, courteous and helpful attitude to internal and external customers.
• Maintain confidentiality in respect to the member’s financial affairs and confidences.
• Eligibility to be bonded.
• Able 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.