Member Advisor - Roving (NC , Winston Salem) - Allegacy Federal Credit Union

At Allegacy, there’s a common thread that runs through all of us. It’s our commitment to doing right and our promise to members to always do the right thing for their wellbeing. Every employee in our organization is accountable to living out our brand in meaningful ways as our promise motivates our beliefs, our behaviors, and the benefits we share together. In order to achieve this state of success, this position assists members with loan applications, new memberships and other AFCU product account openings. This position provides customer service throughout the loan request/and or account opening process and is responsible for cross-selling other Allegacy products and services. This position will handle multiple tasks involving organizational skills to assist the financial center manager and other financial center staff.

Nature and Scope

This position reports to the Financial Center Manager. This position must provide needs-based financial advice and counsel to assist members in choosing AFCU as their primary financial institution.

Specific Accountabilities

• Deliver exceptional member service to every member, every time by ensuring employees deliver consistently high quality service to both internal and external member that is in alignment with our Brand Culture.
• Meet or exceed established service goals
• Ensure thorough understanding of expectations and consistently exhibit Allegacy behaviors.

• Ability and willingness to rove among all financial centers

• Participate in or lead projects as assigned to enable them to have cross-functional exposure to other credit union departments and staff.
• Assist sales efforts within the financial center
• Consult with members to ascertain request and make appropriate product recommendation
• Process loan applications to ensure prompt examination of applicant’s credit worthiness, loan closing are completed timely, and are consistent with AFCU policies and procedure.
• Educate and coach other employees on offering and selling AFCU products and services
• Recommend other credit union products (cross-sell) based on identified needs through the interview process. Typically 50% of this job’s requirements are cross selling.
• Assist other departments throughout the credit union to grow membership and increase community awareness of AFCU.
• Incorporate AFCU performance attributes in daily work activities along with the willingness and ability to display a professional, courteous and helpful attitude to members (internal as well as external).

• Assist manager with audit compliance as well as security, safety and maintenance of financial center assigned.