2 Member Advisor Jobs in Advance, NC
Allegacy Federal Credit Union is Hiring a Member Advisor Near Advance, NC
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
- 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 AFCU 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 AFCU 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.
- Ability to maintain confidentiality in respect to the member’s financial affairs and confidences
- Eligibility to be bonded
- Able to work overtime, as needed
Education And Experience
- High School graduate required
- Cash handling experience preferred
- Two or more years in 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
EOE Statement We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law.
Job Summary
Full Time
$34k-41k (estimate)
05/27/2023
06/27/2024
allegacy.org
Winston Salem, NC
25 - 50
Related Companies
The job skills required for Member Advisor include Customer Service, Products and Services, Call Center, Integrity, Confidentiality, Building Relationships, etc. Having related job skills and expertise will give you an advantage when applying to be a Member Advisor. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Member Advisor. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Member Advisor positions, which can be used as a reference in future career path planning. As a Member Advisor, it can be promoted into senior positions as a Managed Care Coordinator that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Member Advisor. You can explore the career advancement for a Member Advisor below and select your interested title to get hiring information.
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