Share Email Opening Apply Now Title Member Advisor  Description This position has initial contact with members needing customer service, transactional, deposit and loan assistance. They satisfy member’s financial needs by processing monetary transactions efficiently and accurately. This individual will provide excellent customer service and sell products and services to meet the members’ specific needs. They process all loan applications submitted via Internet, phone, mail or fax, insuring that the correct information is obtained for accuracy. Handle multiple tasks with organizational skills to assist manager and other financial center staff. This position will require face-to-face contact with the membership on a daily basis.   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         Position Requirements 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   Full-Time/Part-Time Full-Time   Close Date   Exempt/Non-Exempt Non-Exempt   Location Allegacy Federal Credit Union - Headquarters   About the Organization Do you get a thrill out of helping people realize their dreams? Do you believe that strong, personal relationships are critical to financial success? Do you want to work for an organization that has its community's best interests at heart? We do, too. That's why we work for Allegacy. Here, you'll find a challenging, rewarding career in one of the most unique entities of the financial industry. Allegacy Federal Credit Union is a place where inclusion and camaraderie thrive, and where everyone is united in their commitment to serving our members.   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.   Pay Grade 7  This position is currently accepting applications. Apply Now WE ALSO RECOMMEND Other Jobs Within Same Category Member Service Representative in Winston-Salem, NC Posted on: 5/11/2023 [Apply Now] Member Service Representative in Winston-Salem, NC Posted on: 5/10/2023 [Apply Now] Member Service Representative - Roving in Winston-Salem, NC Posted on: 5/8/2023 [Apply Now] Private Banking Advisor - 22 in Charlotte, NC Posted on: 5/1/2023 [Apply Now] Customer Service Assistant in Winston Salem, NC Posted on: 4/21/2023 [Apply Now] Other Jobs Within 60 Miles Financial Center Manager I in Greensboro, NC Posted on: 3/17/2023 [Apply Now] Financial Center Manager I in Mt. Airy, NC Posted on: 3/9/2023 [Apply Now] HR Benefits/Wellness Administrator in Winston-Salem, NC Posted on: 4/27/2023 [Apply Now] Member Advisor in Clemmons, NC Posted on: 1/26/2023 [Apply Now] Lead Member Service Representative in Davidson, NC Posted on: 2/2/2023 [Apply Now]

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