Member Engagement Advisor - Call Center
Soarion Credit Union•San Antonio, TX
•Onsite
About The Position
As a Member Experience Advisor, you will serve as a trusted financial partner, delivering exceptional member service through personalized financial solutions and a commitment to One Call Resolution whenever possible. You will balance service excellence with operational efficiency while confidently managing member interactions in a fast-paced environment.
Requirements
- High school diploma or equivalent.
- Strong communication, problem-solving, and relationship-building skills.
- Ability to multitask across multiple technology platforms.
- Professionalism, sound judgment, and commitment to continuous learning.
Nice To Haves
- Two (2) years of customer service experience in financial services, retail banking, a contact center, or similar environment preferred.
Responsibilities
- Build trusted relationships through consultative financial conversations.
- Process member transactions accurately and efficiently.
- Educate members on products, services, lending, and digital banking.
- Protect member information while complying with regulations and Credit Union policies.
- Collaborate across departments to create a seamless member experience.
- Support operational goals through productivity, schedule adherence, and effective time management.
- Deliver exceptional service through One Call Resolution whenever possible.
Benefits
- FREE Health and Dental Coverage for you as an employee
- GENEROUS Paid Time Off (PTO) bank
- All paid days off for Federal holidays
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
