Member Advisor - Burke Centre

Apple Federal Credit Union • Burke Centre, VA

1d • Onsite

About The Position

The Member Advisor plays a crucial role in assisting credit union members by providing personalized recommendations and exceptional service. This position involves cross-selling products, addressing member inquiries, and ensuring compliance with policies and procedures.

Requirements

• Minimum two (2) years’ experience in lending or branch operations.
• High school diploma.
• Excellent positive member/customer service and interpersonal skills.
• Strong math skills and effective communication with members.
• Familiarity with loan documents, lending regulations, and credit union policies.
• Proficiency in Symitar for posting transactions and inquiries.
• Proficiency in L360 for loan application processing.
• Ability to lift 25 lbs. and function in a financial institution environment

Responsibilities

• Needs Assessment and Recommendations:
• Conduct thorough assessments to understand member needs.
• Provide personalized product recommendations.
• Cross-Selling and Loan Processing:
• Cross-sell credit union products based on needs.
• Accurately process loan applications.
• Member Communication and Query Resolution:
• Address inquiries via face-to-face or telephone.
• Investigate and resolve member queries.
• Compliance and Record Keeping:
• Adhere to policies and complete required paperwork.
• Document member activity in the system.
• Continuous Learning and External Engagement:
• Stay informed about products and policies.
• Support external business development events.
• Under general supervision, originate consumer loans within underwriting guidelines.
• Incorporate The Apple Way principles into daily activities, providing friendly, courteous, and professional service.
• Qualify potential members and complete steps for opening deposit accounts and automated services.
• Gather information for consumer loan applications and member requests.
• Use established sales techniques to achieve individual and related sales goals.
• Adhere to credit union policies, procedures, and Bank Secrecy Act regulations.
• Perform other duties as assigned by the Branch Manager.

Benefits

• Medical, dental and vision coverage
• 401(k) with employer match
• Paid time off and 11 paid federal holidays
• Paid volunteer time to give back
• Tuition reimbursement and ongoing training opportunities
• Annual TEAM Bonus plan

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED