Financial Solutions Advisor

4 weeks ago


New Hartford, New York, United States First Source FCU Full time
Job Summary

We are seeking a highly skilled Financial Solutions Advisor to join our team at First Source FCU. As a key member of our team, you will be responsible for providing exceptional service to our members by counseling, educating, and offering solutions to ensure their financial success.

Key Responsibilities:

  • Contact members with negative balances to establish their ability to repay and negotiate mutually beneficial payment terms and schedules
  • Utilize various tracing techniques and strategies to collect personal information of members with outstanding debts
  • Minimize objections for payment and suggest available member-friendly payment options
  • Encourage members to utilize payment options such as Credit Cards, ACH, Auto Pay, and secure authorization for members' solutions to process
  • Negotiate extended payment plans and the best course of action for members seeking to avoid further debts
  • Use collections software to keep detailed notes regarding conversations with members and outcomes
  • Offer members several payment options and arrange for the prompt repayment of balances
  • Inform management on the effectiveness of strategies deployed to ensure a positive rate of members agreeing to repay their debts
  • Comply with applicable laws, regulations, and First Source Policies and Procedures
  • Required to participate in First Source Federal Credit Union events as well as designated community events
  • Required to attend or participate in necessary compliance training, including but not limited to Bank Secrecy, OFAC, and Privacy
  • Required to attend training sessions as appropriate
  • Required to travel as needed
  • Perform other duties as assigned

Qualifications:

  • High School plus 3-5 years related experience OR related business degree
  • 1-3 years Call Center experience
  • Strong communication and interpersonal skills
  • Ability to work well in a fast-paced environment
  • Strong Time Management Skills
  • Strong Attention to detail and ability to Multitask
  • Strong computer aptitude
  • A professional appearance
  • Ability to work flexible hours


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