Find Jobs
Find Jobs Near You – Available Work in Your Location
Skip to job details
AF
Allegacy Federal Credit Union
Member Advisor
Career Insights for Financial Services Representative
See where this job fits in the broader career landscape. Knowing your career path helps you see what's possible from here.
Scorecard
Based on North Carolina data
Review key factors to help you decide if this role fits your goals. How is this calculated?
What they do
A Financial Services Representative sells financial services and advises clients on financial services products, including banking services, securities and insurance.
$69,608 / year median in North Carolina
-5% projected decline
Job 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 AF 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 AF 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 Job Type:
Full-time Benefits:
401(k) matching Dental insurance Health insurance Paid time off Vision insuranceEducation:
High school or equivalent (Required)Experience:
Lending:
1 year (Required)Finance:
1 year (Required) Cash handling: 1 year (Required)Sales:
3 years (Required)License/Certification:
MLO License (Preferred)Location:
Hickory, NC 28601 (Required)Work Location:
In personBenefits
- Paid Time Off (PTO)
- 401(k) Plans
- Health Insurance
- Dental Insurance