General Job Description:
The E-Branch Loan Advocate is responsible for providing excellent member service and accurate processing of loan requests via the phone system. This position also requires string sales and members services skills that allow financial resolution regarding lending products that fit our member’s financial needs.
Essential Duties & Responsibilities:
Provide prompt, professional, accurate service and support to all members and associates while abiding by the member-centric model for service standards established by the credit union.Receive and manage inbound calls with emphasis on exceptional customer experience while identifying financial solutions.Complete service applications, including rates, terms, options, and services available.Makes outbound calls with emphasis on exceptional customer experience while offering products and services that meet members financial needs.Provide clear & detail...