Retail Member Advisor

2 weeks ago

Roanoke, United States Blue Eagle Credit Union Full time

Retail Member Advisor Summary Title:Retail Member Advisor ID:8-2021Location:Roanoke, VirginiaDepartment:Branch Description

**Preference will be given to applicants who have applicable lending, credit union, or banking industry experience.**

The **must haves** for this position include:

* A business relevant Bachelor's degree (e.g. Business Management or Administration, Finance)

* A strong desire to help people

* Impressive communication skills

* Engaging, upbeat, and social personality with a contagious smile

* Cash handling experience

* Attention to detail

* Experience with Google applications: Docs, Sheets, Gmail, Calendar

**It would be great if you have:**

* Prior experience working in a financial environment, minimum of 1 - 2 years

* Prior sales experience with individual sales goals, minimum of 1 - 2 years

* Prior consumer lending experience, minimum of 1 - 2 years

**Retail Member Advisors** serve as the Credit Union's primary front-line member service representatives and are responsible for creating a welcoming environment and creating an exceptional impression on all our members. Key job functions include, but are not limited to, leading and growing the Credit Union through the addition of new members and the expansion of existing member relationships using probing and interviewing skills; focusing on the growth of the Credit Union's loan portfolios; attaining sales goals; professionally responding to customer inquiries by telephone and/or in person; accurately performing transactional and operational responsibilities by learning all aspects of branch and/or call center operations; protecting against risk of loss; and becoming proficient in credit union regulations, policies, and procedures.

To name a few expectations, this person:

* Welcomes members by communicating with them warmly and immediately when they enter the Credit Union or by the second ring when they call on the phone; calling them by name (if known), adhering to guidelines on member privacy and confidentiality, always representing the Credit Union in a courteous, professional, and positive manner and appearance.

* Sells products and services by using consultative needs assessments to identify and qualify new and existing members for various products and services, thus consistently achieving individual sales goals. Establishes rapport, defines needs, explains solutions, overcomes objections, recommends actions, and closes the business. Opens and accurately completes the appropriate processes on new accounts, loans, and ancillary services. Develops and maintains an extensive knowledge of all Blue Eagle products and services in order to provide members with detailed information regarding the products and services requested and cross sells other products and services where needed.

* Accurately performs routine transactions in accordance with Credit Union policies and procedures. Routine transactions include, but are not limited to, deposits, withdrawals, official checks, loan payments and other ancillary services in a timely manner. Adheres to check cashing policies and obtains appropriate approvals on checks and transactions over the approved limits. Ensures work is balanced daily, where applicable: cash drawer, vault, TCR. Follows all established security procedures. Follows policies and procedures, as well as audit and compliance requirements for issuing negotiable instruments, records retention, CTR, and SAR reporting. Assists with all office/department operational duties as assigned by leadership.

* Completes the entire consumer loan process and residential mortgage process from interview to close by accepting, analyzing, and passing judgment on loan applications up to individual lending authority. Counsels applicants on Credit Union lending policies and repayment terms. Calculates and prepares loan applications by determining the loan amount, interest rate, collateral, and cross-sell/up-sell opportunities. Contacts member references and credit reporting agencies, if necessary, to gather pertinent credit information. Completes all related documents necessary to complete the loan application process. Acts as the liaison for others on the Lending Team with the member, gathering additional information and scheduling closing. Closes the loan and ensure all loan documents are accurately completed and forwarded for booking.

* Provides ongoing support to members regarding products and services. Assists members with routine account-related requests, such as but not limited to, funds transfers, stop payments, ATM & Debit Cards, disputes, fraud, etc. Provides solutions to difficult situations, errors, or obstacles. Acts as a liaison with support departments to provide solutions and achieve member satisfaction. Builds and maintains relationships with members that are built on trust by frequently providing follow-up to ensure their satisfaction.

* Performs outbound sales calls and business development initiatives to ensure individual and team sales goals are accomplished.

* Continually monitors potential for risk of loss to the Credit Union by ensuring alerts and comments are read on all accounts, especially those made by Loss Prevention, check holds are appropriately placed, accuracy and attention to detail are front of mind at all times, and suspicious activity is monitored and reported. Makes phone calls to members, when necessary, to make collection on loan payments, returned checks, etc.

**If you are excited about this job opportunity, complete and electronically sign the application and submit it along with your resume (cover letter optional).**

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