Member Advisor

Job Title

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.

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 Allegacy Financial 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 Loan Director

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 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

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

Eligible to be registered as a Mortgage Loan Originator with the Nationwide Mortgage Licensing System