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Member Financial Advisor

2 months ago

Atlanta, Georgia, United States Georgia's Own Credit Union Full time

Join a vibrant team dedicated to delivering exceptional service in the financial sector.

POSITION SUMMARY:
The Personal Financial Specialist is primarily responsible for driving sales growth and fostering member relationships through the promotion of financial products, including deposits, loans, and fee-based services, while ensuring member retention.

KEY RESPONSIBILITIES:

  • Manage the opening and closing of member accounts.
  • Assist members with inquiries and issues related to account management.
  • Provide notarization and signature guarantees when authorized.
  • Meet or exceed monthly sales targets for deposits and loans.
  • Promote Visa Credit Cards and achieve individual cross-sell goals.
  • Market MRC (Warranty) Policies and reach cross-sell objectives.
  • Facilitate loan origination to meet branch goals.
  • Process loan applications, communicate decisions to members, and oversee the signing of loan documents.
  • Ensure accurate account openings and loan submissions in compliance with established guidelines.
  • Perform teller transactions as needed.
  • Participate in sales meetings and training sessions.
  • Authorize checks and perform supervisory tasks when permitted.
  • Guide the teller team in sales strategies and referral processes.
  • Engage with members to identify financial needs and recommend appropriate products and services.
  • Deliver outstanding member experiences in all interactions.
  • Complete additional tasks as assigned.
EDUCATIONAL AND EXPERIENCE REQUIREMENTS:
  • High school diploma or equivalent experience; Bachelor's degree preferred.
  • Minimum of three years in a financial branch or comparable retail sales environment.
  • Willingness to cover at other branches and participate in a Saturday rotation.
  • Strong communication skills, both written and verbal, with members and colleagues.
  • Familiarity with the loan application process and internal operating procedures.
  • Knowledge of current market trends and financial products.
  • Ability to analyze financial data and perform basic mathematical functions.
  • Demonstrated problem-solving and decision-making skills.
  • Proficient in Microsoft Word, Excel, and PowerPoint.
  • Must pass a background check, including credit and criminal history.
JOB COMPETENCIES:

Member Focus: Committed to enhancing customer satisfaction and addressing member concerns effectively.

Integrity: Transparent in intentions and reliable in fulfilling commitments.

Teamwork: Collaborates effectively with colleagues, valuing diverse opinions and fostering a positive team environment.

Dependability: Consistently meets deadlines and responsibilities, demonstrating accountability for performance.

Work Standards: Maintains high performance standards with attention to detail and a commitment to excellence.

Decision Making: Makes informed decisions that support business objectives and addresses issues promptly.

PHYSICAL REQUIREMENTS:

To perform this role successfully, individuals must be able to execute essential job functions satisfactorily. The position involves communication in an office setting, requiring the ability to sit and stand for various periods and lift up to 10 lbs. Reasonable accommodations may be made for individuals with disabilities.

Georgia's Own Credit Union is an equal opportunity employer, committed to diversity and inclusion in the workplace.