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, providing depth and breadth of knowledge for financial products and services.
• Listen to members' needs, ask questions to understand member needs, and develop professional and personal trust among members and fellow colleagues.
• Collaborate in a supportive environment, offering insight to member needs by offering appropriate financial solutions.
• Analyze and synthesize facts to best meet the needs of the member.
• Demonstrate relationship-building attributes such as empathy, integrity, awareness, and keen observation.
• Work as a Trusted Advisor, providing exceptional Member Service to all members.
• Discuss and sell Allegacy Financial products and services, operating 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, Member Care, Visa, Accounting, and Mortgage Departments, and Anytime Access / Digital Insight.
• Display a professional, courteous, and helpful attitude to both internal and external customers.
• Maintain confidentiality in respect to the member's financial affairs and confidences.
• Eligible 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 in financial products and services.
• Two years financial institution experience preferred.