Member Services Advisor II

About the role

Join SkyOne Federal Credit Union as a Member Services Advisor II in Hawthorne, CA, where your contributions will directly impact our members' lives. In this onsite role, you'll collaborate with a passionate team dedicated to upholding our core values of performance, accountability, integrity, innovation, and respect. Embrace a vibrant workplace culture that fosters professional growth and encourages innovative thinking.

As a Full Time Member Services Advisor II, you will play a pivotal role in developing and nurturing member relationships through high-quality consultative service. Your expertise will be crucial in identifying member needs and matching them with the value-added products and services we offer. You will process transactions, update accounts, open new accounts, take in loan applications, and address all member inquiries while maintaining the Credit Union's service standards and adhering to policies and procedures.

Additionally, you will support business development efforts by conducting outbound sales and service calls, providing frontline coverage at our branches and call center to ensure a seamless experience for our members.

Responsibilities

• Develop and nurture member relationships through consultative service.
• Identify member needs and match them with appropriate financial products and services.
• Process transactions, update accounts, open new accounts, and take in loan applications.
• Address all member inquiries and maintain service standards in line with Credit Union policies.
• Achieve individual and team performance and sales goals.
• Conduct outbound sales and service calls to support business development.
• Provide frontline coverage at branches and call center.
• Utilize account information to assess member needs and offer tailored solutions.
• Work independently and coordinate with various departments to process requests.
• Complete service transactions accurately and in compliance with established policies.

Requirements

• Minimum of one-year experience in a financial services call center.
• Strong cross-selling and telemarketing skills.
• Excellent member service and telephone communication skills.
• Strong knowledge and understanding of financial products and services.
• Proficiency in Windows, Word, Excel, and Internet.
• High degree of confidentiality and professionalism.
• Effective verbal and written communication skills.
• Solid understanding of compliance regulations such as BSA and OFAC.
• Problem-solving and conflict resolution skills.

Pay

$28.80 - $34.00 per hour