Relationship Advisor - Full Time (Contact Center, Bilingual Spanish Speaking)
Company: Addition Financial
Location: Sanford
Posted on: August 5, 2022
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Job Description:
Please fill out the short form. Afterwards, you will be
redirected to the formal online application. Please complete this
as well for the highest chance of consideration.This position is
based out of our Operations Center (Lake Mary, FL). This position
is an on-site, full-time role working approximately 40 hours per
week, with availability Monday to Saturday based on need.We are the
Contact CenterWe are a high volume member service group. Our goal
is to make it easier to do business with Addition Financial as we
provide world-class member service, one call resolutions, and
product pairing based on each member s individual needs. It is the
responsibility of each member of our team to meet these goals as we
strive to enhance the Addition Financial brand. We work hard to
meet these goals because it means our members lives are changed for
the better.Ours is a culture of empowerment. We believe a highly
trained employee is a confident, proficient, and assertive
employee. We strive to create a culture of empowerment by giving
our staff the freedom to make decisions on the member s behalf to
bring resolution to issues, provide service recovery, and ensure
each member has the best experience possible.We work in an
environment of open communication, shared ideas, and continual
improvement in an effort to grow our company and strengthen the
member relationship.We expect all members of the Contact Center
staff to:Adhere to the policies and procedures of Addition
Financial, the Contact Center, and their individual teamDo their
best work at all times giving their full attention and best effort
in all areas of their performanceBe at work on time according to
their scheduled shiftsAsk questions, try new things, fail and learn
from mistakes, do big thingsShare ideas and best practices that
will help shape and support our goal of world-class service
RELATIONSHIP ADVISOR POSITION SUMMARY: RA's are required to handle
member calls in an effort to determine member needs, and provide
individualized solutions. Consultative and investigative
conversations will be utilized to provide product and service
recommendations to each member. Agents will receive coaching based
on Quality Assurance reviews, live monitoring by management, as
well as when needed based on performance feedback. Product, system,
and job knowledge will all be developed through classroom,
one-on-one, and online learning resources.ESSENTIAL DUTIES AND
RESPONSIBILITIES: Communicates with the members and colleagues via
telephone to discuss financial needs. Providing basic information
including, but not limited to account balances, histories, rates,
hours of operation, product and services, etc.Performs additional
account maintenance such as adding or removing a joint, close
accounts requests, IRA/HSA servicing, legal title changes,
etc.Performs monetary and non-monetary transactions including, but
not limited to transfers, pay by phone, stop payments, changes of
address, opening sub-accounts, etc.Submits claims to the
appropriate department and informs member of the resolution.Keeps
updated on all credit union policies, procedures, promotions, and
services.Educates and cross-sells members additional products and
services that are most appropriate to their situation.Successfully
meets or exceeds sales and quality monitoring goals.Successfully
completes compliance requirementsUtilizes resources such as
Connections, additionfi.com, and training materials,
etc.Understands and utilizes phone and computer systems.Completes
Lumen courses as directed by Management.Enters required loan
information into the lending system with the knowledge on all
lending policies, products, procedures, and promotions.Understands
credit bureau report, identifies additional lending opportunities,
educates member on best practices to improve credit score, while
meeting or exceeding all lending goals.Ability to identify member s
lending needs and to cross-sell appropriate ancillary products
(i.e. credit life/disability, GAP, and mechanical warranty).Ability
to hold professional conversations regarding personal finances in
SpanishOther duties as assigned by Management.RequirementsHigh
school diploma or general education degree (GED); and one to two
years related experience in a customer/member services environment;
or equivalent combination of education and experience. General
knowledge of all products and services for cross-selling purposes
and general knowledge of the various departments within the
organization. Working With Us:We re continually recognized as a top
employer because we understand people like you want more out of
your career. Like making a difference in people s lives and in the
community. Being part of a team that supports each other. Feeling
good about the time you spend at work each day. And being able to
balance your life while also earning a competitive base salary and
benefits, including:401k with profit sharing
contributionComprehensive medical, dental and vision coverage from
leading insurance providersContinuing education and up to $5,000 in
tuition assistance annuallyGenerous vacation and sick payPaid
parental leave and volunteer time offMajor holidays off including
Federal holidays that many other industries don't observeCredit
union benefits including reduced consumer/mortgage loan rates, free
checks, and other financial services discountsAt Addition
Financial, we accept you for who you are. We are an equal
opportunity employer and do not discriminate based on race, color,
creed, religion, national origin, sex, marital status, age, or
disability/handicap with regards to recruitment, selection,
placement, promotion, wages, benefits, and any other areas of
employment. Personal perspectives and beliefs are what helps our
team members, and our company, grow as a whole and we seek to
nurture that inclusiveness. We welcome our team member s diverse
viewpoints and work together so that everyone s voices are heard.
So, if you re ready to take your career to the next level, Count Us
In .
Keywords: Addition Financial, Sanford , Relationship Advisor - Full Time (Contact Center, Bilingual Spanish Speaking), Other , Sanford, Florida
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