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Build, develop, and deepen relationships with members and prospects by providing exceptional service. Recommend appropriate solutions through the use of Avadian's Sales Flow Model to support the member's financial growth. Have knowledge of Avadian's client relationship management system (CRM) including referrals, sales and contact events, phone logs, extended information,
Posted 6 days ago
Maintain an expert level knowledge of the products offered to provide members with detailed information, and answer questions regarding loan products, rates, etc. Conduct initial loan interviews with members interested in consumer loans utilizing high impact questions, logic, and reasoning. Gather information in an accurate, clear, and concise manner so that an underwrite
Posted 6 days ago
Since Avadian Credit Union's inception in 1934, we have upheld the credit union philosophy of "people helping people." This reflects in every action, service, attitude, and direction we take as a company. Our mission is to go out of our way every day to value you as a person, to make you feel delight, and to improve your life. That goes for our members and our employees.
Posted 14 days ago
Since Avadian Credit Union's inception in 1934, we have upheld the credit union philosophy of "people helping people." This reflects in every action, service, attitude and direction we take as a company. Our mission is to go out of our way every day to value you as a person, to make you feel delight and to improve your life. That goes for our members and our employees. It
Posted 17 days ago
Follow established identification and security standards, as well as other Credit Union policies, while assisting members with transactions, wire transfers, opening of accounts, and all inquiries. Follow up on services offered to each member in a timely manner. Actively listen and ask questions to determine the most appropriate solution for individual members' needs in ac
Posted 17 days ago
Follow established identification and security standards, as well as other Credit Union policies, while assisting members with transactions, wire transfers, opening of accounts, and all inquiries. Follow up on services offered to each member in a timely manner. Actively listen and ask questions to determine the most appropriate solution for individual members' needs in ac
Posted 17 days ago
Proactively review laws and regulations to ensure that all of the Credit Union's departments are in compliance and independently follow up on corrective actions to avoid future compliance problems. Adhere to annual compliance testing schedule of all departments, regulations and processes. Suggest policy changes to management that will facilitate the Credit Union's complia
Posted 20 days ago
Manage branch staff including coaching, performance, and development. Coach, train, and hold staff accountable for using Avadian's Sales Flow Model. Ensure staff maintains a thorough knowledge of all Avadian products and services with the understanding of their features and benefits, as well as their processes, guidelines, and procedures. Provide consistent communication
Posted 24 days ago
Responsible for rotating branch duties, including paying and receiving functions. Responsible for accurately processing and adhering to Avadian's Operations and Protocols. Cultivate member relationships and use retail strategies along with Avadian's Preferred Way of Selling to develop sales leads and provide needs based solutions to members from Avadian's full range of fi
Posted 1 month ago
Responsible for rotating branch duties, including paying and receiving functions. Responsible for accurately processing and adhering to Avadian's Operations and Protocols. Cultivate member relationships and use retail strategies along with Avadian's Preferred Way of Selling to develop sales leads and provide needs based solutions to members from Avadian's full range of fi
Posted 1 month ago
Plan and deliver engaging training courses precisely through facilitation, learning activities, and exercises. Coach and mentor employees to achieve expected proficiency levels; evaluate and document performance; serve as a technical resource and assist trainees in handling member transactions and questions; provide additional coaching and one on one training as necessary
Posted 1 month ago
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