What are the responsibilities and job description for the Member Advocacy Advisor position at AFFCU?
JOIN AFFCU in 2024!!
We take care of our people: Joining AFFCU is the career move to make in 2024! AFFCU offers FREE Health and Dental Coverage for you as an employee, as well as a GENEROUS Paid Time Off (PTO) bank for rest and relaxation away from work! We also offer all paid days off for Federal holidays!
Role:
Our Member Advocacy Advisor is a part of our Member Advisor team and provides services to our members in a virtual face-to-face capacity. As part of our Member Advocacy team, our Member Advocacy Advisor will engage with existing and potential members to determine financial needs by leveraging a consultative conversation and employing their product and service knowledge along with sales tools as necessary.
Work Location:
This is an onsite position. Occasional remote work may be available for select positions and is subject to prior approval by management.
What you will be doing:
- Strengthens relationships with members through face-to-face or phone conversations to cross-sell and up-sell credit union products and services that meet identified needs and maximize retention.
- Opens new membership accounts, completes consumer loan applications, and provides general account information and supports the overall member experience.
- Provides exemplary member experience that meets and exceeds our members' expectations. Ensures that members are acknowledged appropriately and transactions are processed accurately and professionally.
- Establishes value-added relationships with members, to understand their financial needs and to offer solutions for those needs. Solution methods include identifying a solution, explaining, in detail, the benefits of products and services.
- Accurately processes financial transactions to include, but not limited to accepting and posting deposits and payments, cashing checks, making transfers, loan and visa advances, counting coins, wire transfers, redeeming bonds, selling travelers' checks and money orders, and prepares and processes account maintenance.
- Opens and maintenance accounts to include share, checking, money market, certificates of deposit, IRA's, HSA's, or business accounts.
- Processes consumer loan applications according to Credit Union and regulatory compliance guidelines.
- Provides members with general account information regarding their account balances and transactions performed.
- Observes and maintains scheduled appointments.
- Observes suspicious behavior and reports any such activity to supervisor or security personnel.
- Conducts outbound phone calls to support product sales and promotions.
- Supports member onboarding process.
- Updates CRM.
- Provides back up to all other employees as needed.
- Performs all other duties as required.
What you'll bring along:
- Must have a High School Diploma or equivalency.
- Previous banking experience preferred.
- Previous lending knowledge preferred.
- Symitar and Meridian experience preferred.
- Must be able to operate standard types of office equipment and computers quickly and accurately.
- Must have excellent interpersonal, organizational and telephone etiquette skills.
- Must have strong workflow and communication skills (both written and oral).
- Must be available to work overtime and Saturdays, as needed.
- Must be bondable.
We are Committed to Equal Opportunity.
AFFCU believes in equal opportunity for all and is committed to ensuring all individuals have an opportunity to apply for the positions that they are interested in and qualify for without regard to race, religion, ethnicity, national origin, citizenship, gender, gender identity, sexual orientation, age, veteran status, disability, genetic information, or any other protected characteristic. Our equal employment opportunity policy statement, pay transparency nondiscrimination agreement, and the Know Your Rights: Workplace Discrimination is Illegal Poster reaffirm this commitment.
AFFCU is also committed to providing reasonable accommodations to qualified individuals with a disability so that an individual can perform job-related duties. If you are interested in applying for an employment opportunity and require special assistance or an accommodation to apply due to a disability, please contact our Human Resources team at HumanResource@goaffcu.com.
Salary : $29,200 - $37,000