We take care of our people: Joining AFFCU is the career move to make in 2024! AFFCU offers FREE Health and Dental Coverage for you as an employee, as well as a GENEROUS Paid Time Off (PTO) bank for rest and relaxation away from work! We also offer all paid days off for Federal holidays!

Role:

Our Member Advocacy Advisor is a part of our Member Advisor team and provides services to our members in a virtual face-to-face capacity. As part of our Member Advocacy team, our Member Advocacy Advisor will engage with existing and potential members to determine financial needs by leveraging a consultative conversation and employing their product and service knowledge along with sales tools as necessary.

Work Location:

This is an onsite position. Occasional remote work may be available for select positions and is subject to prior approval by management.

What you will be doing:

• Strengthens relationships with members through face-to-face or phone conversations to cross-sell and up-sell credit union products and services that meet identified needs and maximize retention.
• Opens new membership accounts, completes consumer loan applications, and provides general account information and supports the overall member experience.
• Provides exemplary member experience that meets and exceeds our members' expectations. Ensures that members are acknowledged appropriately and transactions are processed accurately and professionally.
• Establishes value-added relationships with members, to understand their financial needs and to offer solutions for those needs. Solution methods include identifying a solution, explaining, in detail, the benefits of products and services.
• Accurately processes financial transactions to include, but not limited to accepting and posting deposits and payments, cashing checks, making transfers, loan and visa advances, counting coins, wire transfers, redeeming bonds, selling travelers' checks and money orders, and prepares and processes account maintenance.
• Opens and maintenance accounts to include share, checking, money market, certificates of deposit, IRA's, HSA's, or business accounts.
• Processes consumer loan applications according to Credit Union and regulatory compliance guidelines.
• Provides members with general account information regarding their account balances and transactions performed.
• Observes and maintains scheduled appointments.
• Observes suspicious behavior and reports any such activity to supervisor or security personnel.
• Conducts outbound phone calls to support product sales and promotions.
• Supports member onboarding process.
• Updates CRM.
• Provides back up to all other employees as needed.
• Performs all other duties as required.