NLCU is looking for an enthusiastic, creative, dynamic individual to become our next
Member Service Advisor III.
The Position.
A Member Service Advisor III is an essential part of the NLCU team. Dedicated to assisting members with lending and investing needs, the Member Service Advisor III delivers customized financial recommendations to current and new members through identification of their financial goals/life stages. The Member Service Advisor III professionally demonstrates NLCU's core values, assists in the promotion and sale of NLCU products and services, while adhering to policy and procedure.
As an account opening specialist, a Member Service Advisor III uses interview techniques to build a relationship and uncover/meet the financial needs of new and existing members. A key role for the Member Service Advisor III is the solicitation of new business and retention of existing business in accordance with branch and employee sales objectives, including referrals to other NLCU specialists/partners. Maximizing the members' use of NLCU products and services in a customized approach to meet the members needs/address their concerns is top priority.
Ideally suited for this position is someone with 3-5 years' experience in a similar lending and investments focused role in financial services. To be successful in this role an individual will have a keen attention to detail, a working knowledge of legislative and regulatory requirements including, but not limited to Privacy and Anti-Money Laundering and the ability to set a personal example of service and professionalism.
Who we are.
NLCU is made up of a team of approximately 130 professionals who are committed to creating a better everyday for our members by providing exceptional banking advice and service.
The financial well-being of our members is our first priority. We are passionate about what we do because we believe that first-rate service and advice puts our members on the road to financial success.
When our members succeed, we succeed.
What we value.
We value our relationships, our people, and our communities. These values are reflected in who we hire, how we work together, how we serve our members, and how we give back to our communities.
NLCU is an equal opportunity employer. We would like to thank all interested candidates; however, only those selected for an interview will be contacted.
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