Float Branch Member Advisor

Affinity Plus•Minneapolis, MN

2d•$17 - $20•Onsite

About The Position

At Affinity Plus every employee understands how their work affects our members experience and we strive to provide an experience that can't be found anywhere else. Great service starts with great employees and that is why we focus on providing not only the best place our members will ever bank but the best place our employees will ever work. Between our one of a kind culture, incredible benefits, and work/life balance; we believe you will feel the Affinity Plus difference. Position Overview: A Member Advisor is a vital part of the member experience and manages easy to complex member transactions and inquiries. This position requires a good understanding of credit unions products, policies, and procedures along with the ability to address a variety of financial needs. A Member Advisor plays an essential role in ensuring operational integrity while fostering member relationships through proactive services and problem solving. This position utilizes a combination of technical accuracy, compliance knowledge, and members service expertise in order to support members in achieving their financial goals. In addition to daily transactional duties, this role will assist with fraud detection, compliance, and escalations while working with other departments to ensure that member issues are resolved efficiently and timely. A Member Advisor is responsible for providing and exceptional member experience, educate members on credit union services and discover additional member needs by having meaningful conversations. This role requires a proactive and detail oriented individual who can handle confidential financial information, solve complex problems and maintain professional in high pressure situations.

Requirements

2+ years of customer service or professional experience working directly with people and cash handling experience required
Aptitude to work independently as well as part of a team and ability to collaborate with others
Ability to accurately balance and maintain a zero-variance cash drawer over extended period
Strong verbal and written communication skills; ability to communicate clearly and effectively
Ability to de-escalate complex member interactions through professional communication
Time Management skills and the ability to prioritize workload based on department and member needs
Flexibility to adapt and succeed in a dynamic environment
Ability and drive to provide exceptional service to members and employees
Intermediate computer and technology skills and knowledge, with the ability to navigate between multiple systems with ease
Strong attention to detail
Problem solving skills
Reliable, trustworthy, and acts with integrity
Demonstrated ability to show resilience and adaptability in the face of challenges or changes

Nice To Haves

1+ financial service experience preferred

Responsibilities

Accurately and efficiently process transactions, such as deposits, withdrawals, payments, or cashier’s checks
Actively listen to members to ensure members are not at risk of industry fraud trends, review membership to understand normal member behavior and transactions
Educates members on self-serve options: Remote deposit Capture, ATM, Online / Mobile Banking
Knowledge of product and services offered by the credit union in order to advise members on products and service recommendations that fit members’ needs
Identify member through proper ID verification
Gather, input and verify wire information
Generate and issue personal, and business debit and credit cards
Troubleshoot and resolve debit or credit card , online/mobile banking, and any other general account related questions
Balances and maintains personal cash drawer and checks received
Assist in balancing, maintaining, troubleshooting and resolving and TCR, coin machine and vault related items
Maintain applicable branch logs and assist in regular audits
Assist members with maintenance related items such as, address change, name change, adding and removing owners and beneficiary, opening certificate of deposit, and sub accounts
Educate members on how to protect themselves against fraud, how to minimize risk, and provide awareness of fraud trends
Completes required training within due dates assigned
Complete and file CTRs ,SARs, and elder abuse filings
Provide referrals to other credit union business lines as appropriate including, but not limited to, investments center, retirement services, real estate, business services, etc.
Other duties as assigned

Benefits

Affinity Plus offers a comprehensive Total Rewards package that goes beyond base pay.
In partnership with the State of MN Employer Group, Affinity Plus provides low-cost medical, dental and vision insurance coverage options.
Additionally, Affinity Plus frontloads all sick time hours and a portion of vacation hours for all new employees, offers a variety of paid leave options, a monthly wellness benefit, and immediate 401K matching up to 5%.
Our Total Rewards philosophy is designed to support your well-being and growth while fostering a fair and inclusive workplace.

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