Member Advisor
- Work as a Trusted Advisor offering expert advice
- Offering depth and breadth of knowledge for financial products and services
- Listen to members needs
- Ask questions to understand member needs
- Develop professional and personal trust among members and fellow colleagues
- Act in a collaborative environment
- Provide insight to member needs by offering appropriate financial solutions
- Analyze and synthesize facts to best meet needs of the member
- Demonstrate relationship building attributes such as:
- Empathy
- Integrity
- Awareness and keen observation
- Strong values
- Self-awareness
- Selfless Independence
- Big Picture Thinking and Framework
- Face-to-Face interactions with members and prospects
- Exceptional Member Service offered to all members
- Ability to have consultative conversations with members and recommend appropriate financial products and services
- Profile Members and record information in CRM
- Input Prospects and referrals
- Set Follow-Up appointment
- Ability to discuss and sell AFCU products and services and to operate in a sales oriented environment.
- Knowledge of Consumer Lending, Risk Based Lending and Credit Scoring and Credit Bureau interface for Miser and Velocity
- Handle member complaints, and problems, with the ability to defuse member anger.
- Offer assistance to all AFCU financial centers, The Call Center, Visa, Accounting, and Mortgage Departments, and Anytime Access/ Digital Insight
- Display a professional, courteous and helpful attitude to customers internal and external.
- Ability to maintain confidentiality in respect to the member’s financial affairs and confidences
- Eligibility to be bonded
- Able to work overtime, as needed
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