At a Glance
- Tasks: Empower members with expert financial advice and exceptional customer service.
- Company: Join Allegacy, a community-focused organisation dedicated to member wellbeing.
- Benefits: Competitive pay, flexible hours, and opportunities for personal growth.
- Other info: Dynamic team environment with opportunities for career advancement.
- Why this job: Make a real difference in people's financial lives while building meaningful connections.
- Qualifications: High school diploma, cash handling experience, and sales skills preferred.
The predicted salary is between 25000 - 35000 £ per year.
Description
At Allegacy, our roots run deep — anchored in a longstanding commitment to doing right by our members and the communities we serve.
Every role within our organization plays a vital part in nurturing the relationships that make that promise real.
As a member of our team, you'll be empowered to live out our brand every day, building meaningful connections that support the financial wellbeing of those who count on us most.
This position has initial contact with members needing customer service, transactional, deposit and loan assistance.
They satisfy member’s financial needs by processing monetary transactions efficiently and accurately.
This individual will provide excellent customer service and sell products and services to meet the members’ specific needs.
They process all loan applications submitted via Internet, phone, mail or fax, insuring that the correct information is obtained for accuracy.
Handle multiple tasks with organizational skills to assist manager and other financial center staff.
This position will require face-to-face contact with the membership on a daily basis.
- Nature and Scope
- Work as a Trusted Advisor offering expert advice
- Offering depth and breadth of knowledge for financial products and services
- Listen to members needs
- Ask questions to understand member needs
- Develop professional and personal trust among members and fellow colleagues
- Act in a collaborative environment
- Provide insight to member needs by offering appropriate financial solutions
- Analyze and synthesize facts to best meet needs of the member
• Demonstrate relationship building attributes such as
- Empathy
- Integrity
- Awareness and keen observation
- Strong values
- Self-awareness
- Selfless Independence
- Big Picture Thinking and Framework
- Face-to-Face interactions with members and prospects
- Exceptional Member Service offered to all members
- Ability to have consultative conversations with members and recommend appropriate financial products and services
- Profile Members and record information in CRM
- Input Prospects and referrals
- Set Follow-Up appointment
- Ability to discuss and sell Allegacy Financial products and services and to operate in a sales oriented environment.
- Knowledge of Consumer Lending, Risk Based Lending and Credit Scoring and Credit Bureau interface for Miser and Velocity
- Handle member complaints, and problems, with the ability to defuse member anger.
- Offer assistance to all Allegacy financial centers, Member Care, Visa, Accounting, and Mortgage Departments, and Anytime Access / Digital Insight
- Display a professional, courteous and helpful attitude to customers internal and external.
- Ability to maintain confidentiality in respect to the member’s financial affairs and confidences
- Eligibility to be bonded
- Able to work overtime, as needed
Requirements
- High School graduate or equivalent required
- Cash handling experience preferred
- Two or more years in sales environment, preferably financial products and services
- Two years financial institution experience preferred
- Eligible to be registered as a Mortgage Loan Originator with the Nationwide Mortgage Licensing System
- #J-18808-Ljbffr
Member Advisor employer: Allegacy Financial
Allegacy Financial is an exceptional employer that prioritises a customer-centric work culture, fostering an environment where employees can thrive while making a meaningful impact on members' financial well-being. With a strong emphasis on professional development and collaboration, team members are encouraged to grow their skills and advance their careers in a supportive atmosphere. Located in a vibrant community, Allegacy offers unique advantages such as daily face-to-face engagement with members, ensuring that every employee plays a vital role in delivering outstanding service.
StudySmarter Expert Advice🤫
We think this is how you could land Member Advisor
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Allegacy Financial. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Member Advisor
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Allegacy Financial.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Allegacy Financial's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Allegacy Financial
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Allegacy Financial.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Allegacy Financial will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Allegacy Financial employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
