Sr. Member Experience Advisor - Full-Time

Resource One is an Equal Employment Opportunity Employer. Our team and members include people of all races, religions, cultures, physical abilities, sexual orientations, and gender identities and/or expressions.

About the role

The Sr. Member Experience Advisor will engage prospective and current members in a professional and courteous manner, gathering required information to open accounts, promote current products and services, educate account holders on credit union policies, and ensure member requests and questions are promptly and accurately resolved.

Responsibilities

• Assist members with opening new personal and business accounts, processing changes to existing accounts, and providing on-site support for credit/debit card issues.
• Ensure members are informed of credit union policies and services, including eligibility for membership, types of available accounts, interest/dividend rates, payroll deduction options, and other related services.
• Receive, review, and submit documentation for specific consumer loans, including signature and auto loans, debit/credit cards, and share secured and credit builder loans. Relay credit decisions to members.
• Verify and balance transactions and cash totals.
• Process wire transfers, IRA/CD deposits and withdrawals.
• Open and close computer terminal accounts daily. Monitor deposit amounts and examine documents for endorsement and negotiability. Detect and resolve discrepancies promptly.
• Assist with loan processing and posting loan payments.
• Assist with vault duties.
• Maintain privacy of member account information.
• Provide backup support and guidance to Representatives, Advisors, and Agents as needed.
• Keep a clean, organized work area and maintain a professional appearance.
• Provide feedback to supervisor regarding significant problems or concerns.
• Complete required reports and records accurately and promptly.
• Attend meetings as required.
• Complete other duties as assigned.

Requirements

• High school diploma or equivalent required.
• 3+ years of Member Service Representative/Teller experience required.

Skills

• Excellent knowledge of policies and procedures.
• Excellent mathematical and problem-solving skills.
• Excellent written, listening, and verbal communication skills.
• Excellent customer service skills.
• Basic understanding of Credit Union operations.
• Ability to operate 10-key series.
• Ability to maintain discretion and confidentiality.
• Ability to multitask, prioritize, and adapt to a consistently changing environment.
• Proficient in Microsoft computer applications.

Physical Demands and Work Environment

• Stationary work, often requiring standing or sitting for prolonged periods.
• Operate standard office equipment and keyboards.
• Visually recognize, reconcile, and verify numerical details for accuracy.
• Repeating motions that may include the wrists, hands, and/or fingers.
• Must be able to access and navigate facility with reasonable accommodations.
• Lift and carry small parcels, packages, and other items.

Candidates being considered for employment must successfully complete a credit check, background check, and drug screen.