Member Advisor I
About The Position
The Member Advisor I (MA I) serves as the first point of contact for members in a high-volume contact center, delivering service through phone, online, and mobile channels. The role provides accurate information, resolves inquiries with a one-call resolution mindset, and identifies members’ financial needs to make appropriate product or service referrals. Working under close supervision, the MA I assists with transactions, answers account questions, documents interactions thoroughly, and maintains compliance with policies and regulations. MA I team members exemplify the Credit Union’s Core Values, uphold member experience standards, and proactively build long-term member relationships.
Requirements
- High school diploma or equivalent.
- One year of financial institution experience, or two years of call center experience, or three years of customer service experience for every year of financial institution experience required.
Responsibilities
- Serve as the first point of contact for members through phone, online, and mobile channels.
- Provide accurate information and resolve inquiries with a one-call resolution mindset.
- Identify members’ financial needs and make appropriate product or service referrals.
- Assist with transactions and address account questions.
- Document member interactions thoroughly.
- Maintain compliance with policies and regulations.
- Uphold the Credit Union’s Core Values and member experience standards.
- Proactively build long-term member relationships.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
