Fast paced environment with aggressive career path opportunities. Responsible for handling member service calls in a prompt and courteous manner. Resolves member questions, concerns, and educates them about credit union products and services.
Responsible for assisting members with their lending questions and loan applications. Explains credit policies and obtains additional loan information and documentation. Researches, evaluates, and determines whether loans meet Credit Union lending criteria and are within approved lending limits.
Identify additional cross-sell opportunities working in a sales-focused environment. Establishes and builds member relationships by advising and selling core deposit account, loan products, and other services. Interviews, counsels, and advises members regarding loans, deposits and other products and services, including investment referrals.
Ability to attain and exceed expected baselines in sales and service. Support marketing and lending initiatives by proactively soliciting additional business for the Credit Union and identifying and selling AFCU products and services.
Is competent in all essential computer applications required for the development of CU business, and related to increased profitability of Credit Unions.