Description

• Delivers consistent and exceptional member experience with every member interaction. • Builds relationships with members through needs assessments and product and service recommendations that serve their financial needs. • Advises members on improving financial health with savings, managing debt, building credit, lending options, digital banking, and marketing campaigns and promotions. • Proactively outreaches to members and prospects and performs follow up activities including calling to deepen relationships. • Assists members with completion of loan applications, inspecting documents for accuracy and thoroughness for stipulations. Reviews loan applications, gathers credit histories and reports, and works with Consumer Lending to assess credit risks. • Engages members with mortgage and other internal and external partners to help members with their financial goals. • Participates and may lead business development events to identify sales prospects and follows up ...