Ashburn Member Advisor

About the position Responsibilities • Conduct thorough assessments to understand member needs. • Provide personalized product recommendations. • Cross-sell credit union products based on needs. • Accurately process loan applications. • Address inquiries via face-to-face or telephone. • Investigate and resolve member queries. • Adhere to policies and complete required paperwork. • Document member activity in the system. • Stay informed about products and policies. • Support external business development events. 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. Nice-to-haves • Spanish speaker preferred. Benefits • Health insurance • Vision insurance • Dental insurance • 401(k) contribution match • Tuition reimbursement • Guaranteed 11 federal holidays • Paid time off • Paid volunteer time • TEAM Bonus plan Apply tot his job Apply To this Job