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iQ Credit Union Member Advisor - Van Mall in Vancouver, Washington

Hired candidate must be able to work Saturday's.At iQ Credit Union, we believe in making a positive and lasting impact in the communities we service, working together to achieve great things, and providing our members with an exceptional experience that helps to improve their financial lives.ResponsibilitiesProcess deposits, withdrawals, loan payments and transfers received over the counter, through the mail, in night drop and by telephone.Accept and accurately process account and loan requests in accordance with established Credit Union guidelines. Integrity in lending and account documentation is essential.Assist members with any inquiries, questions, or problems to insure any account errors or problems are resolved. This includes any research and accuracy in cash handling policies and procedures.Promptly and efficiently handle direct, phone, or written inquiries or requests from members or other staff.Use skillful interview techniques in order to determine member needs and wants and successfully close sales. Make service follow up calls to members on a regular basis.Trust, respect and honesty provide the basis for long-term success with members. Use these to successfully build long-term relationships with members by utilizing the Credit Union’s Member Management system to build and maintain a personal book of business (BOB).Maintain adequate knowledge of members in BOB to provide appropriate notification of Credit Union services or special promotions that would benefit them. Understanding member’swantsorneedsmust always precede any attempt to offer a solution.Maintain a thorough knowledge of all facets of the Credit Union, including eligibility for members, types of accounts available (savings, checking, loans and other financial services); all current rates; calculation of dividends and interest, insurance coverage available, payroll deduction and other deposit and payment plans.Follow up with all referral opportunities via both phone and written communication.Initiate daily quality assurance/sales calls to build relationships with members and increase use of Credit Union services. This includes follow up for Courtesy Overdraft activation.Organize work in order to give prompt attention

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