Member Advisor
On-siteIndian Trail, North Carolina, United States
Job Summary
Conduct initial contact with members requiring customer service, transactional, deposit, and loan assistance. Process monetary transactions efficiently and accurately while handling loan applications submitted via internet, phone, mail, or fax. Provide excellent customer service and sell Allegacy Financial products and services to meet specific member needs. Profile members, record information in CRM, and set follow-up appointments. Handle member complaints and problems with the ability to defuse anger. Work face-to-face with members on a daily basis, offering expert advice and consultative conversations to recommend appropriate financial solutions. Maintain confidentiality and display a professional, courteous attitude to internal and external customers.
Required Qualifications
- High School graduate or equivalent
- Eligible to be bonded
- Able to work overtime, as needed
Desired Qualifications
- Cash handling experience
- Two or more years in sales environment, preferably financial products and services
- Two years financial institution experience
- Eligible to be registered as a Mortgage Loan Originator with the Nationwide Mortgage Licensing System
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