Allegacy Investment Group
General Accountability
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
Requirements Education and Experience 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
#J-18808-Ljbffr
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
Requirements Education and Experience 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
#J-18808-Ljbffr