PT Member Advisor - Burke

Role:

Under general supervision, deepen member relationships by assessing financial needs through proactive sales and service activities. Perform teller transactions using TCR, originate consumer loans within the underwriting guidelines; this includes application input, data input, compiling necessary statistics, and loan disbursal. Incorporates The Apple Way into daily activities, providing friendly, courteous and professional service to external and internal members. The staff member will qualify potential members, complete all required steps to open deposit accounts and online/mobile services. Additionally, the staff member will gather information to complete consumer on applications, member requests for information and/or account maintenance. The staff member will use established Apple Federal Credit Union sales techniques to assist in achieving individual and related sales goals.

Essential Functions & Responsibilities:

N 70% Assists members with opening and closing accounts, answers questions about products and services and resolves problems that are within their authority to resolve. Refers problems that are beyond their authority to their supervisor, along with their recommendations.

N 10% Identifies cross-sell opportunities and cross-sells services to members.

N 5% Assures that appropriate records are maintained and required reports are prepared.

N 5% Acts as liaison between members and various departments.

N 5% Maintains member account information on computer system.

N 5% Performs other related duties as assigned.

Performance Measurements:

1. To provide accurate, prompt, courteous, friendly, timely and professional service to all customers (assists customers in the lobby within X minutes, respond to correspondence within X day(s), answer telephone within X rings, responds to messages within X hours).

2. To assist an average of XXX customers per month.

3. To process customer transactions with no more than X% errors.

4. To develop knowledge and skill in Customer Service areas.

5. To troubleshoot and resolve customer and internal inquiries in a timely, friendly and accurate manner.

6. To maintain a dependable record of attendance and timeliness.

7. To sell a minimum of XX to XX new products per month.

Knowledge and Skills:

Experience One year to three years of similar or related experience.

Education A high school education or GED.

Interpersonal Skills Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication.

Other Skills Able to operate a 10 key calculator, typewriter and computer keyboard.

Physical

Requirements

Work Environment

This Job Description is not a complete statement of all duties and responsibilities comprising the position.