Member Experience Advisor

Essential Functions & Responsibilities

• Facilitate the delivery of efficient, accurate and professional service of all financial products and services that defines excellent member experience.
• Accurately process deposit transactions, create out of the box solutions for member loan requests and open accounts in an accurate and timely manner.
• All new products and services should be accompanied by accurate and timely documentation.
• Aid members with requests, challenges, research, and follow-up on details to resolve matters to the member’s satisfaction.
• Utilize technology to educate members and prospective members on the benefits of Credit Union membership as well as outline up of products and services.
• Possess the necessary sales skills and positive energy toward the accomplishment of monthly and annual branch activity, member experience and growth goals to continuously put our members first.
• Effective communication, especially listening skills, are required for the fulfillment of this requirement.
• Utilize sound judgment skills to maintain a safe and secure environment in our paperless/electronic branch environment while still functioning under dual control.
• Adhere to all operational, regulatory and security requirements, directives and procedures while minimizing losses.
• Perform other duties as assigned

Education, Training, Abilities & Experience

• One year to three years of similar or related experience
• A bachelor’s degree or formal certifications recognized in the industry as equivalent to a bachelor’s degree (e.g., information technology certifications in lieu of a degree)
• The ability to motivate or influence others in a material part of the job, requiring a significant level of diplomacy and trust
• Obtain cooperation (internally and/or externally) is an important part of the job
• All Member Experience Advisors will be held accountable both individually and as part of the overall team
• The Member Experience Advisor should be internally motivated and able to function in an independent manner as it relates to product knowledge
• A friendly and energetic disposition is required for success
• Rapport building
• Strong oral and written communication
• Critical thinking
• Sound judgment
• Problem resolution
• Team collaboration
• Root cause analysis
• Technology friendly
• Community focused

Physical Requirements

• Regularly required to sit, stand, talk, see and hear
• Occasionally required to lift 20 pounds or more

Benefits

• Medical Insurance
• Vision Insurance
• Dental Insurance
• 401(k) Plan with a competitive Employer Match
• Credit Union Paid Life Insurance (of two times your annual salary)
• Long & Short-Term Disability Insurance
• Flexible Spending Accounts
• Health Savings Accounts (HSA)
• Paid Time Off
• Paid Federal Holidays
• Community Volunteer Opportunities