Member Advisor - Canton

W Banking Feels Like Belonging At APGFCU, our values are at the heart of everything we do, empowering us as leaders in the credit union movement. We prioritize purpose and connection in how we serve our members, co-workers and communities - helping to navigate life's little and big moments.

SUMMARY:

Under the general supervision of branch management, serves as the face of the branch, delivering exceptional service and financial education to members in a modern, technology-enabled environment. This role is a hybrid of personal banker and financial concierge, focused on building relationships, identifying needs and helping members utilize a full range of credit union products and services, including digital channels and Interactive Teller Machines (ITMs).

ESSENTIAL DUTIES & RESPONSIBILITIES

Engage and Serve:

Embrace APGFCU's brand and deliver financial education to our members and communities. Collaborate with teammates to maintain a welcoming, efficient and secure branch environment. Welcome members warmly, listen actively and deliver prompt, personalized and consistent service. Perform lobby engagement activities to connect with members and educate members on options for managing financial transactions by leveraging technology, tools and resources. Assist members in navigating ITMs and digital banking tools; provide demonstrations and guidance to build confidence and encourage adoption. Assist with transactions and troubleshooting through ITMs, ensuring a smooth member experience. Develop lasting consumer and business relationships by following up on previous interactions, celebrating milestones and proactively offering financial wellness support. Open new consumer and business accounts and perform routine maintenance on deposit and loan accounts, certificates of deposit and individual retirement accounts. product and procedural knowledge to identify, mitigate and solve member problems effectively to drive member loyalty. Manage risk through adnce to all policies and procedures, demonstrating sound judgment within established limits. Demonstrate a heightened scrutiny to identify and avoid loss. Participate in branch daily operations, ensuring they are completed in an efficient and accurate manner.

Educate and Empower:

Acquire and deepen the branch member base through a variety of proactive sales and service activities. Manage the member experience by identifying opportunities to improve the member's financial wellbeing. Position APGFCU solutions to build member loyalty. Drive proactive conversations through prospect and member interactions with a defined sales process including outbound calling, service to sales, appointment setting and effective lobby engagement, ultimately elevating member loyalty. Deliver a full needs-based conversation with every member interaction to identify appropriate solutions. Responsible for specific, measurable goals for shares, loans, payment protection, cross-selling and referrals and member satisfaction surveys based on credit union's strategic plan. Generate ideas to enhance quality service or increase revenue, such as recommendation for workflow improvements and product innovation and communicate to branch management. Build rapport, use critical thinking and credit union philosophy of "people helping people" to uncover additional lending needs through credit review. Evaluate branch loan pipeline and create proposals for follow up and missed opportunities. Compile necessary documentation, define requirements and determine accurate payment information for ...For full information see follow application link. APGFCU is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability to Protected Veteran status. Please use the attached link to view the EEO law poster http://www1.eeoc.gov/employers/poster.cfm