The Business Advisor supports business members by assessing their financial needs and offering advice on credit union products and services. This role involves managing sales pipelines, prospecting for new business, and collaborating with internal teams to expand member relationships.
The specialist assists members with consumer loan modifications, adjustments, and inquiries via inbound calls, chats, and emails. They are responsible for maintaining accurate records in Symitar and ensuring compliance with federal regulations and credit union guidelines.
The agent will proactively identify member needs through consultative conversations and recommend financial solutions using the AAA sales model. They are responsible for maintaining high performance standards while delivering exceptional service in a fast-paced contact center environment.
