Member Advisor

PENAIR CREDIT UNION•Milton, FL

1d•$21 - $23

About The Position

The Member Advisor works in a universal service retail environment, combining teller duties with foundational member service. The role focuses on enhancing members’ lives by identifying their needs, recommending appropriate solutions, and accurately resolving inquiries and concerns. The advisor also helps members use digital and self-service tools and refers them to specialists when their needs involve more advanced products or services.

Requirements

At least two years of experience in a financial institution in member service or cash operations, or comparable experience in cash handling, customer service, or sales.
High school degree or equivalent.
Significant trust, credibility, and diplomacy, including the ability to handle sensitive or highly confidential conversations and explain or advise on matters of significance.
Adaptability in a fast-paced environment.
Ability to manage multiple priorities.
Strong problem-solving and decision-making skills.
Proficiency multitasking across computer applications.
Effective needs-based communication.
Commitment to learning and professional development.
Excellent member-service focus.
High attention to detail and accuracy.
Strong written and verbal communication skills.

Responsibilities

Process financial transactions, including deposits, withdrawals, transfers, and check cashing.
Identify current and prospective members’ needs and recommend solutions to support their financial well-being using a consultative sales-through-service approach.
Perform basic member-service and loan functions, including consumer accounts, disputes, account maintenance, and unsecured loans, or transition members to teammates who can assist with advanced products and services.
Educate members about existing and emerging self-service technology and digital solutions, including mobile and online banking, bill pay, remote deposit capture, and ITM services.
Maintain appropriate records and prepare required reports.
Perform branch-specific functions as needed, including end-of-day balancing and night drop.
Recognize referral opportunities and refer members to internal business partners for specialized services, including investments, mortgage, and commercial lending.