Member Advisor
Allegacy Financial · Mocksville, NC · 1 wk ago
OTHRFull-time
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
- Handle multiple tasks with organizational skills to assist manager and other financial center staff
- Process all loan applications submitted via Internet, phone, mail or fax, ensuring the correct information is obtained for accuracy
- 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 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 centers, The Call Center, Visa, Accounting, and Mortgage Departments, and Anytime Access/ Digital Insight
- Maintain a professional, courteous, and helpful attitude towards customers internal and external
- Ability to maintain confidentiality in respect to the member’s financial affairs and confidences
- Able to work overtime, as needed
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
Qualifications
- Eligible to be registered as a Mortgage Loan Originator with the Nationwide Mortgage Licensing System
- Able to be bonded
- Able to work overtime, as needed