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Address: 16430 Park Ten Place, Houston, Texas 77084
Role:
Works with all aspects of eBranch and daily operations to ensure superior service is provided to all internal and external members. Accommodate member needs via telephone, fax, email requests including loan and account services. Present a positive, efficient and professional environment with all member contact. Primary contact for Loan by Phone.
Essential Functions & Responsibilities:
Performance Measurements:
1. Is knowledgeable on the features and benefits of all Credit Union products and services; determines member needs and recommends products and services based on those needs
2. Listens and engages the members financial needs, identifies opportunities for consultative selling and actively sells products and services to the members.
3. Refer and cross-sell credit union products and services in order to meet member needs and individual goals.
4. Knowledgeable and proficient in the account opening process for all deposit accounts including but not limited to savings, checking, money market, and club accounts; Also, have proficiency in identification and new account screening methods and be able to fully explain regulatory requirements on all accounts and services.
5. Knowledgeable and proficient in Certificate of Deposit and Individual Retirement Accounts (IRAs) including opening, renewing and closing, and accurately calculating withdrawal penalties and dividend payments as appropriate
6. Accurately and efficiently complete all member or account related forms and forward to appropriate department for action and/or filing.
7. Possess complete and accurate knowledge of all credit union products, services, policies and procedures.
8. Must be available to assist the Call Center or eServices for back-up as requested by management, as well as work on Saturdays when needed.
9. Respond to all correspondence within one day
Knowledge and Skills:
Experience - A minimum of one to two years new accounts or loan processing experience at a credit union or other financial institution.
Education - A high school education or GED. Must be knowledgeable of Bank Secrecy Act and Anti-Money Laundering regulations and requirements.
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.
Physical Requirements - While performing the duties of the job, the employee iss regularly required to:
position self to move about the work area, reach, grab, sort,
communicate in person and via telephone with others, identify and
recognize small font communication, ability to transport a minimum of 10
pounds
Full Time
Banking
$35k-44k (estimate)
02/17/2023
05/22/2024
fscu.com
HOUSTON, TX
100 - 200
1977
JANET HILL
$10M - $50M
Banking
First Service Credit Union is proud to say that were For You, Not Profit. We put our commitment to customers front and center. As a not-for-profit financial cooperative, First Service was started with a distinct purpose: to serve our members and help them reach their financial goals without having to worry about paying investors or shareholders. To fulfill our mission statement, we strive to pass our profits back to our members, so they can take advantage of better products and more convenient services. Were passionate about giving customers the financial tools they need to enrich their lives ...
and achieve their goals. Were also committed to supporting our communities outside of their financial needs, sponsoring and volunteering at local events and charitable causes. First Service currently serves a diverse field of members, including: People who live, work, worship, or attend school in Harris County, Waller County, Conroe ISD, and Magnolia ISD Family members of one of our existing members Employees of any of our Select Employee Groups, including KBR, Halliburton, CenterPoint Energy, Baker Hughes, NRG, and Kinder Morgan
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The job skills required for Loan Advisor include Loan Processing, Bank Secrecy Act, Confidentiality, Products and Services, etc. Having related job skills and expertise will give you an advantage when applying to be a Loan Advisor. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Loan Advisor. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Loan Advisor positions, which can be used as a reference in future career path planning. As a Loan Advisor, it can be promoted into senior positions as a Loan Servicing Clerk III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Loan Advisor. You can explore the career advancement for a Loan Advisor below and select your interested title to get hiring information.