Financial Solutions Advisor
6 days ago
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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