PEN AIR CREDIT UNION-posted about 1 year ago
$35,360 - $39,520/Yr
Full-time • Entry Level
Pensacola, FL
1,001-5,000 employees

The Member Advisor role at PenAir Credit Union focuses on enhancing the lives of members through exceptional service in a retail environment. This position combines responsibilities of a teller and member service representative, aiming to uncover members' needs and provide appropriate financial solutions. The role emphasizes a consultative sales approach, educating members on products and services while ensuring accurate transaction processing and record maintenance.

  • Processes a wide variety of financial transactions including deposits, withdrawals, transfers, and check cashing.
  • Uncovers existing and potential members' needs and recommends solutions to improve their financial well-being using a sales through service consultative approach.
  • Conducts basic member service and loan functions such as consumer accounts, disputes, account maintenance, and unsecured loans.
  • Proactively educates members on emerging and existing self-serve technology and digital solutions such as mobile/online banking and bill pay.
  • Ensures appropriate records are maintained and required reports are prepared, including end of day balancing and night drop.
  • Recognizes referral opportunities and refers members to internal business partners for specialized services.
  • Performs other job-related duties as assigned.
  • Minimum two (2) years of financial institution experience in member service or cash operations, or comparable experience in cash handling, customer service, or sales.
  • A high school education or GED.
  • Strong member service focus
  • Strong attention to detail and accuracy
  • Ability to manage multiple priorities
  • Willingness to learn and engage in ongoing training and professional development.
  • Generous PTO Plan—20 days for new hires
  • Paid Maternal & Parental Leave
  • Competitive Retirement Plan
  • Competitive medical, dental & vision plans
  • Company paid Telehealth services
  • Company paid Short Term Disability
  • Up to $15K available for continuing education
  • Student Loan Paydown
  • Adoption Assistance Reimbursement
  • Wellness Programs
  • Gym membership reimbursement
  • Formal Career Development Resources
  • Financial Wellness Resources
  • Purchase assistance with computers and fitness equipment
© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service