What are the responsibilities and job description for the Account Management Advisor position at Wings Financial?
About Us
We are Wings Financial, a leading financial institution dedicated to providing exceptional service to our members. We offer a comprehensive range of financial products and services designed to help our members achieve their financial goals.
Main Responsibilities
- Member Service: Assist members with basic requests related to new accounts, service inquiries, and credit applications.
- Product Education: Educate members on the features and benefits of our products and services, and make qualified referrals for additional loan, deposit, and fee income products.
- Relationship Building: Establish trust and lasting relationships with members through engagement, education, and a consultative approach.
- Document Verification: Verify member identity and witness signatures on documents.
- Sales Pipeline Management: Collect member contact information and schedule follow-ups to maintain a healthy sales pipeline.
- Expert Referrals: Refer members to financial experts as needed.
- Issue Resolution: Resolve moderately complex member issues, communicating with other departments when necessary.
- Goal Achievement: Exceed established sales goals.
- Community Involvement: Participate in branch community events and stay up-to-date on all promotions and contests.
- Compliance: Adhere to all risk and compliance processes to safeguard members' assets and maintain their privacy.
Benefits
- Generous 401(k) match.
- 401k Discretionary Profit Sharing.
- Health Insurance.
- Dental Insurance.
- Vision Insurance.
- Life Insurance.
- Short Term and Long Term Disability.
- Health Savings Account with company contribution.
- Employee Assistance Program.
- Paid Vacation, Sick, Floating Holidays, and Volunteer Time Off.
- Paid Holidays.
- Tuition Reimbursement.
- Paid Parental Leave.
