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Personal Advisor

4 months ago

Royal Oak, United States Community Choice Credit Union Full time
Job DescriptionJob Description

Purpose & Core Values

The primary purpose of any position is to assist Community Choice Credit Union to live out our purpose: we believe in helping our neighbors achieve the life they desire. A key component of this purpose is to provide outstanding service to both internal and external members by living our core values.

Core Values

· Committed: We are committed to serving Michigan guided by the principles that underlie the credit union movement of service, integrity, and respect for every human being.

· Charitable: We Give Big every day to our membership, our communities, and each other. We are dedicated to supporting Michigan by giving our time and services to the communities we serve.

· Credible: We are our Members’ trusted financial advisors; each Team Member plays an integral role in the well-being of our Members’ financial lives and the success of Community Choice Credit Union.

· United: We are a Team. We unite to achieve success, celebrate success, and continually improve the service we provide to our members, our communities, and each other.

Personal Advisor Responsibilities

· Applying a 'member-centric' approach by using the Member Action Plan in order to uncover opportunities to improve our members’ financial lives by saving them money, making them money, or making their banking easier and more convenient.

· Utilizing and recommending available resource departments to members that best fit their needs, such as Business, Investment, or Mortgage Services.

· Possess adequate product knowledge as measured by the Product Knowledge Certification Assessment administered during New Team Member Orientation.

· Effectively assist members and staff in solving accounts related issues by listening, collecting data, securing answers, and reporting results.

· Accurately handle member cash, check, and loan within all rules and regulations.

· Member service and teller functions are efficiently, accurately, and effectively performed in accordance with established policies and standards.

· Responsible for opening member accounts, enrollment in credit union services, and clearly presenting and explaining accounts, service terms, and conditions in order to meet both member expectations and compliance requirements.

· Balance daily transactions to ensure accuracy within credit unions policies.

· Process member loan applications, closings, and ensure loan documentation and disbursements are complete and accurate.

· Apply compliance, security, and fraud training in adherence to credit union policies and procedures to maintain the security and safety of staff, members, and membership information. Identify discrepancies and inconsistencies in member accounts and accounts. Act promptly to resolve and escalate as needed to protect the member and the credit union.

· Meet or exceed sales goals and contribute to organizational and member center goals.

· Responsible for adherence to the Team Member Handbook.

· Personal Advisor Floats: Reasonable travel is required.

Position Competencies

· Sales Skills: Develops new business, identifies, and sells to customer needs, translates product features to benefits, has good listening skills, is sensitive to customers, delivers effective presentations, negotiates well, and uses closing skills appropriately.

· Member Service: Provides timely and professional service to both internal and external members; is responsible to member needs and request; is always courteous to the member and considers the needs of the member when making decisions.

· Adaptability: Adapts to change, is open to new ideas, takes on new responsibilities, handles pressure, adjusts plans to meet changing needs.

· Core Values: Team member is credible, charitable, committed and united.

· Initiative: Tackles problems and takes independent action, seeks out new responsibilities, acts on opportunities, generates new ideas, practices self-development.

Job Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirement listed below are representative of the knowledge, skill, and/or ability necessary for this position.

Reasonable Accommodations

The physical and mental demands are representative of those that must be met by an employee to successfully perform the essential functions of their job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job requirements, physical demands and do so within our work environment.

Education

GED or high school diploma.

Experience

Two to five years of similar or related experience.

Skills & Abilities

· Customer sales and service skills.

· Excellent communication skills.

· Good organizational abilities.

· Ability to manage multiple responsibilities and tasks, at times, simultaneously in a fast-paced environment

Mental Demands

The team member must be able to read and interpret documents or instruments, understand and/or follow complex written and oral instructions, make decisions, recall multiple policies or procedures, resolve problems or unique circumstances in a timely and efficient manner, be able to express oneself clearly and/or concisely, perform mathematical functions, and handle multiple, concurrent tasks. Must be able to remain calm and professional at all times, understanding that members may express emotional frustration when the credit union cannot meet their specific requests.

Physical Demands

While performing the duties of this Job, the employee is regularly required to talk or hear. The employee is frequently required to sit and use hands to finger, handle, or feel. The employee is occasionally required to stand; walk; reach with hands and arms and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 25 pounds.

Work Environment

The noise level in the work environment is usually moderate.

General Statement

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, skills, or working conditions.