Member Advisor
About The Position
We are looking for someone who is passionate about working with members to improve their financial lives while growing their own career. Come join our Member Advisor Team in our Contact Center, where you’ll have the opportunity to make a positive impact on our members every day. As a Member Advisor, you would work directly with Park View members on a wide variety of services (some examples include transactions, accounts, online banking, and cards) and advise them how to best use our products and services to meet personal financial goals. Member Advisors build relationships with our members. When members have a financial need, we want them to think of Park View first, because you have already shown them you are an active listener and can help solve their problems. Member Advisors must learn a lot about our products and services to help members determine which will help them reach their goals. We have a great training program in place to get you there, but it takes a lot of effort on your part. We are also looking for someone who would enhance our already great work environment. Someone who loves working as a team, solving problems, learning new things, being creative, working hard, and having fun while doing so.
Requirements
- College education, Bachelor's degree preferred.
- Must be friendly and represent the credit union in a professional and positive manner.
- Competence with computer technology.
- A high level of accuracy and attention to detail.
- A desire to learn and progress.
- Ability to be flexible with hours and days off.
- Six months to two years of related experience is required.
- Successfully worked in a customer service role.
Nice To Haves
- Knowledge of and experience with financial products and services is a big plus.
- Sound management of personal finances.
Responsibilities
- Work directly with members on a wide variety of services (transactions, accounts, online banking, and cards).
- Advise members on how to best use products and services to meet personal financial goals.
- Build relationships with members.
- Solve member problems.
- Learn about products and services to help members determine which will help them reach their goals.
- Enhance the work environment by working as a team, solving problems, learning new things, being creative, working hard, and having fun.
Benefits
- Health Insurance (Park View pays the entire premium for Full-Time employees for most plans).
- Dental & Vision Insurance
- Life & Disability Insurance
- 401k Retirement Account with a generous matching program
- Education Reimbursement Program
- Wellness Allowance of up to $250
- PTO for vacation, sick, or personal leave
- Additional paid Volunteer Day
- Paid Holidays (including your birthday!)
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
