Listed skills are: Sales, communication skills, financial services, call center experience, banking and customer service.
The Advice Specialist delivers personalized support to members via phone, email, web, and fax, focusing on relationship-building and long-term member retention. This role involves understanding members’ immediate and future needs to recommend appropriate financial products and services. The specialist collaborates with internal teams such as Meriwest Mortgage, Wealth Advisors, and Business Services to provide comprehensive assistance. Responsibilities include responding to inquiries, communicating loan decisions, resolving loan-related concerns, and cross-selling services to enhance member satisfaction. The position also involves meeting individual and departmental performance goals and contributing to overall service excellence.
Listed pay is: $27.07 to $33.84 an hour.
Link: https://www.indeed.com/viewjob?jk=dceb035b8873deeb&from=shareddesktop_copy