Member Service Advisor

Duties And Responsibilities

• Greet and welcome members and visitors to the credit union in a professional manner.
• Represent the credit union to members in a courteous and professional manner and provide prompt, efficient and accurate service.
• Provide in-person and by-telephone general and specific service-related information concerning credit union products or policies.
• Respond to all e-mail or other electronic requests submitted by members, providing professional, prompt, efficient and accurate service and information.
• Respond to members’ requests, problems, and complaints, resolving issues, and/or directing them to the appropriate person for specific information and assistance.
• Aid Supervisor of Member Services to handle more complex questions and problems for other Member Service Representatives.
• Open new accounts and services.
• Aid members in completing all necessary paperwork.
• Set up new account files and provide members with all necessary information for membership.
• Promote credit union products and services based on member needs that are obtained from member interviews during account openings.
• Actively cross-sell products to develop the member relationship.
• Aid, process requests and disburse loans from new or existing members for all lending products.

Requirements

• High school education or equivalent.
• 1-2 years general banking experience.
• 1-2 years of consumer loan processing experience.
• 1 year of home equity loan processing experience.
• Cross selling and consultative sales experience preferred.
• Bilingual-Spanish speaking preferred.

Benefits

• Paid holidays
• PTO (paid time off)
• 401K
• Medical
• Dental
• Vision insurance
• Quarterly incentives ($800 maximum)