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Member Advisor Manager

3 months ago

Downey, United States Financial Partners Credit Union Full time

As the Member Advice Center Manager, your role is crucial in leading and overseeing department

operations, ensuring exceptional service, and fostering strong Member relationships. You will manage the sales team in achieving goals while ensuring compliance with policies and regulations. Your leadership will drive performance, optimize processes, and nurture a culture of excellence within the department while helping us to build lifetime financial partnerships with our Members.

**Essential Responsibilities**:

- Lead and support the Member Advisor sales team to achieve monthly goals in inbound and outbound loan volume and deposit production.
- Collaborate with the Director to ensure exceptional Member experiences, prioritizing Member and credit union interests.
- Oversee direct reports' production, sales, service quality, and operations performance, achieving sales and service goals.
- Coordinate member education initiatives and conduct staff training to align knowledge and skills with service expectations, including cross-selling.
- Demonstrate a comprehensive understanding of deposit and consumer lending products, providing guidance and training to team members as needed.
- Uphold the highest ethical standards, ensuring adherence to organizational values and fostering a culture of integrity and accountability.
- Recruit, supervise, coach, and appraise staff to optimize performance, provide timely feedback, and implement corrective action as needed.
- Collaborate with cross-functional teams to streamline processes, improve communication, and enhance the overall Member experience.

**Education/Experience**:

- A High School Diploma is required; a bachelor's degree from a four-year University/College is a plus.
- Minimum of seven years of progressive experience in financial institution sales, with a demonstrated track record of meeting and exceeding sales targets.
- Previous experience in a credit union or financial institution is strongly desired.
- Proven expertise in consultative sales techniques, with a focus on building and maintaining client relationships.
- Exceptional attention to detail and ability to analyze complex financial information.
- Advanced proficiency in Microsoft Word, Excel, and CRM software; experience with lending origination systems preferred.
- Outstanding verbal and written communication skills, with the ability to effectively communicate complex financial concepts.
- Strong multitasking abilities and the capacity to thrive in a fast-paced, dynamic sales environment.
- A genuine passion for providing excellent member service and a commitment to fostering positive relationships with members.
- Ability to interact with clients and staff tactfully and professionally, both in-person and via phone or digital communication channels.
- Exceptional listening skills, with the ability to effectively understand and address clients' needs.
- Must be bondable and maintain a clean professional record.

Financial Partners Credit Union is an equal opportunity employer and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Compensation: $71,678.16 - $107,517.24