Member Sales Advisor I

Key Responsibilities

• Handle member inquiries by phone and in person
• Process transactions and account maintenance
• Open and close memberships
• Establish digital services (SkyFone, iSky, Mobile Banking, Bill Pay)
• Support consumer loan applications and payoff requests
• Cookpilot with internal partners for mortgages, IRAs, investments, and consumer loans
• Follow all policies, security requirements, and BSA/OFAC compliance

Qualifications

• Minimum of one-year experience in a call center, preferably financial services
• Strong cross-selling and telemarketing skills
• Excellent member service and telephone communication skills
• Strong knowledge and understanding of financial products and services
• Windows, Word, Excel, and Internet proficiency
• A high degree of confidentiality
• A positive, professional image within the workplace
• Effective verbal and written communication skills

Benefits

Your day as a Member Services Advisor I You start by reviewing priorities and getting set for a steady flow of calls, walk-ins, and follow-ups. Throughout the day, you switch between focused tasks—like completing documentation, updating records, and checking details for accuracy—and member conversations where you listen, clarify, and confirm next steps. Between interactions, you coordinate handoffs with teammates, keep notes current, and circle back on open items so nothing gets missed. You’ll also make time for short outbound touchpoints, helping keep relationships active and responsive. As the day wraps, you reconcile what’s pending, ensure work is completed to standard, and leave the queue ready for the next shift.

Pay

$25.76 - $30.00 per hour