Branch Loan Consultant
Start a Rewarding Career with Alliant:
The Branch Loan Consultant is responsible for originating consumer and home equity loan products in order to meet and exceed sales goals. This includes assessing members’ unique financial needs through a consultative profile, resulting in the targeted origination of new members, consumer and equity loans, new Visa credit cards, deposit accounts, investment and mortgage referrals, and ancillary product sales. Additional responsibilities include the support of sponsor based business development events, outbound calling initiatives, and the handling and resolution of complex member issues with limited supervision from the Branch Manager. Resources to do the job require reliance on expert technical knowledge of Credit Union products, policy, procedures, and processes as well as advanced problem-solving and consultative sales skills.
Responsibilities:
Sales, Consulting and Relationship Management:
- Assesses Credit Union member needs and counsels them regarding loan and Visa products and services to ensure successful achievement of monthly/quarterly goals
- Offers additional loan and collateral protection products as appropriate. Products include debt cancellation, extended warranties and Guaranteed asset protection to ensure successful achievement of monthly/quarterly goals
- Initiates referrals to internal Investment and Mortgage business partners to achieve defined monthly/quarterly goals
- Support members in the role of Personal Banker to enhance loyalty and grow depth of relationship through targeted product solutions
- Originates new memberships and develops individual, needs-based profile to ensure quality on-boarding experience
- Follows up on referrals from Member Service Consultants and other internal partners to generate new business opportunities within the branch
- Works collaboratively with Member Service Consultants to profile best-practice referral behaviors and recognition for top-performers
- Facilitates member outbound calling, including new member welcome calls and other targeted campaigns and promotions.
New Business Development:
- Supports Business Development program with participation in sponsor on-site events, including open-enrollments, product seminars, and new member drives
- Represents Alliant at community-based events (Chamber of Commerce, tradeshows, community festivals)
Qualifications:
- High School graduate (college preferred) and minimum two to three years experience in banking or customer service; or an equivalent combination of training and experience.
- Previous experience working in a financial institution preferred.
- Basic math skills and good computer knowledge including typing skills required.
- Excellent verbal and written communication skills.
- Must demonstrate a professional demeanor, proficiency in Microsoft Office Suite, and the ability to work independently.
- Secondary language skills desirable.
Alliant Credit Union is proud to be an EEO/AA employer.
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