Retail Member Advisor

2 months ago

Lynchburg, United States Blue Eagle Credit Union Full time

Retail Member Advisor Summary Title:Retail Member AdvisorID:9-2021Location:1210 Greenview Dr, Lynchburg, VA 24502Department:Branch Description **Retail Member Advisors** serve as the Credit Union's primary front-line member service representatives and are responsible for creating a welcoming environment and 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.

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

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

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

* 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

* Ability to be registered in the Nationwide Multistate Licensing System and Registry (NMLS)

It would be awesome if you also have:

* A Bachelor's Degree or higher from an accredited college or university (e.g. Accounting, Business Administration, Finance)

* Past experience working in a credit union or bank, minimum 1 - 2 years

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

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.

* Is responsible for the sale of 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, official checks, loan payments, transfers, cash advances and other ancillary services in a timely manner. Ensures work is balanced daily, where applicable: cash drawer, vault, CoinMax. 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.

* Is responsible for 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.

* Monitors for potential risk of loss to the Credit Union by ensuring alerts and comments are read on all accounts, especially those made by Loss Prevention, 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).**

This opening is closed and is no longer accepting applications

  • Assistant Sales Advisor Manager

    1 week ago

    Lynchburg, United States Zips Car Wash Full time

    Job DescriptionJob DescriptionWhy You’ll Love This Assistant Sales Advisor Manager - Car Wash Job  Are you enthusiastic about leading teams to success and providing outstanding customer service? If so our Assistant Sales Advisor Manager - Car Wash position at Zips Car Wash located at 7616 Timberlake Rd Lynchburg, VA, is the perfect position for you!  As...

  • Financial Advisor

    2 months ago

    Lynchburg, United States First National Bank Full time

    Job Type Full-time Description Do you love building relationships and helping others to meet their financial goals? Guiding others in planning for their retirement or saving for college? If so, First National Bank's Financial Advisor position may be a great fit for you! The Financial Advisor is a member of the Investments team and partners with clients to...

  • Service Advisor

    1 month ago

    Lynchburg, United States Carter Myers Automotive Full time

    Job DescriptionJob DescriptionCMA's Chrysler of Lynchburg is striving to be the best Service Department in Virginia!To reach (and exceed) our goal, we need an energetic, enthusiastic Service Advisor to support our Customers and Technicians. If you thrive on helping people, working in a fast-paced and challenging environment, this could be the opportunity...

  • Service Advisor

    3 weeks ago

    Lynchburg, United States Carter Myers Automotive Full time

    CMA's Chrysler of Lynchburg is striving to be the best Service Department in Virginia!To reach (and exceed) our goal, we need an energetic, enthusiastic Service Advisor to support our Customers and Technicians. If you thrive on helping people, working in a fast-paced and challenging environment, this could be the opportunity you have been looking for! Job...

  • Retail Associate

    2 weeks ago

    Lynchburg, United States Staffmark Group Full time

    Staffmark needs Retail Associate positions filled in Lynchburg, TN. Start a new and exciting career today with our partner company, Jack Daniels Distillery. We can offer you something most staffing agencies can't, DailyPay! Put your hard-earned money in your pocket the same day you make it. Qualifications: High school diploma or equivalent and customer...

  • Retail Associate

    2 weeks ago

    Lynchburg, United States Staffmark Full time

    Staffmark needs Retail Associate positions filled in Lynchburg, TN. Start a new and exciting career today with our partner company, Jack Daniels Distillery. We can offer you something most staffing agencies can't, DailyPay! Put your hard-earned money in your pocket the same day you make it. Qualifications | High school diploma or equivalent and customer...

  • Retail Sales Associate, Customer Service, Full Time, Lynchburg, VA

    2 months ago

    Lynchburg, United States Batteries Plus Bulbs Full time

    **Retail Sales Associate/Customer Service - Full Time** **$500 Hiring Bonus!** **Batteries Plus,** the nation's largest growing battery and light bulb franchise, is currently searching for full time customer oriented individuals at our Lynchburg, VA location. Our stores offer national brands at exceptional value. Our Trusted Advisors provide knowledge and...

  • Retail Associate

    2 weeks ago

    Lynchburg, United States Staffmark Group Full time

    Staffmark needs Retail Associate positions filled in Lynchburg, TN. Start a new and exciting career today with our partner company, Jack Daniels Distillery. We can offer you something most staffing agencies can't, DailyPay! Put your hard-earned money in your pocket the same day you make it. Qualifications | High school diploma or equivalent and customer...

  • Retail Sales Associate

    2 months ago

    Lynchburg, United States Staples Full time

    **Retail Sales Associate** **Function: Retail Locations** **Address: 3730 Candler Mountain Road** **City / State: Lynchburg, VA US** **Date Posted: December 24, 2021** **Type: Part-time** **Permanent / Contract: Regular** **Job Number: 1194627** **Description** Staples Connect is focused on our customer and our community, while empowering you to learn, grow...

  • Crew Member: Customer Service

    2 months ago

    Lynchburg, United States Long John Silver's Full time

    The Crew Member: Customer Service / Cashier is the key to ensuring guest satisfaction. This is a very important position for a friendly, helpful individual who enjoys working in a fast-paced environment. Why should you apply? Free Meals during your shiftFlexible SchedulingFun Work EnvironmentPaid TrainingAdvancement OpportunitiesCompetitive...

  • Retail Sales Associate

    2 months ago

    Lynchburg, United States Talbots Full time

    Job Number: 22044 Position Title: Sales Associate External Description:What We Offer: Growth! Here at Talbots our goal is to give you the tools to grow beyond this position and into the next. Incentive Opportunities Generous Merchandise Discounts! Our associates receive 50% off Talbots and select Haven Well Within brand items. Additionally, you may also...

  • Telemarketer - State Farm Agent Team Member

    3 months ago

    Lynchburg, United States Ben Hildreth - State Farm Agent Full time

    Job DescriptionJob DescriptionROLE DESCRIPTION:Ben Hildreth - State Farm Agent is seeking an organized and efficient specialist to fulfill administrative duties and support insurance agents in gaining and keeping customers. As Telemarketer - State Farm Agent Team Member with our agency, your attention to detail, dedication to client relations, and...

  • Account Associate

    3 months ago

    Lynchburg, United States Mallori Teegarden - State Farm Agent Full time

    Job DescriptionJob DescriptionPosition OverviewAre you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products.ResponsibilitiesEstablish...

  • Account Manager

    2 months ago

    Lynchburg, United States Mallori Teegarden - State Farm Agent Full time

    Job DescriptionJob DescriptionPosition OverviewWe are looking for high energy, self-motivated, driven individuals. Please tell us why you would be a good fit for us.Do you have aspirations to run your own business? If so, you may want to consider working in the office of Mallori Teegarden State Farm. As a member of our agency team, you have an opportunity to...

  • Account Associate

    2 months ago

    Lynchburg, United States Mallori Teegarden - State Farm Agent Full time

    Job DescriptionJob DescriptionROLE DESCRIPTION:Mallori Teegarden State Farm is searching for a competitive Producer who can recognize opportunities and strategically turn leads into long-lasting customer relationships. Your knowledge of insurance products and industry trends equips you to communicate directly with clients, identify their needs, and market...

  • Sales Associate

    4 weeks ago

    Lynchburg, United States Atlantic Wireless Full time

    Sales Associate – UScellul ar / Atlantic Wireless Location: Lynchburg, VA Join Our Team: Where Your Career Soars and You Make a Difference! Why Atlantic Wireless? Amazing Career Opportunities: Grow with us in an environment that nurtures your talents. Fantastic Company Culture: We're a little quirky, incredibly welcoming, and driven by values of Fun,...

  • Retail Sales Associate

    3 weeks ago

    Lynchburg, United States Talbots Full time

    What You Offer: Growth! Here at Talbots our goal is to give you the tools to grow beyond this position and into the next. Incentive Opportunities Generous Merchandise Discounts! Our associates receive 50% off Talbots and select Haven Well Within brand items. Additionally, you may also be eligible for discounts at the brands across KnitWell Group. Other...

  • Senior Customer Service Representative

    2 months ago

    Lynchburg, United States Genworth Full time

    As an Operations team member, youll play a crucial role in delivering world class customer service and capabilities to our policyholdersnow and in the future. Do you want a career where you can make an impact every day? As a member of the Long Term Customer Service, Customer Service Representative, Representative, Senior, Retail, Training

  • Cashier Associate

    1 month ago

    Lynchburg, United States Burlington Full time

    Burlington - JobID: 1D538B3C36644996A279D211096E84AA [Retail Cashier / Team Member] As a Cashier Associate at Burlington, you'll: Deliver excellent customer service with a positive, professional attitude; Accurately and efficiently ring on register; Process layaways, returns, and exchanges; Perform other tasks as assigned by manager from...

  • Starbucks Manager BNC Licensee

    4 weeks ago

    Lynchburg, Virginia, United States Barnes & Noble Education Full time

    IntroductionBarnes & Noble College is a retail partner for nearly 800 colleges and universities nationwide. We offer a retail environment like no other – uniquely focused on delivering essential educational content, tools, and merchandise within a dynamic retail environment on campuses of higher education. Our teams interact directly with our customers...