Member Experience Advisor

Piedmont Advantage Credit Union • Charlotte, NC

4h

About The Position

Piedmont Advantage is seeking to hire a Member Experience Advisor (MEA), who will be responsible for accepting the challenge of creating a unique experience for every member that walks through our doors. Our MEAs come to us with experience in financial services and a passion to put the Member First. They excel in the areas of building rapport, creative problem solving, critical thinking, sound judgment and most importantly member focus. The Member Experience Advisor is comfortable learning the member's needs and positioning the correct products and services that would enhance their lives through the relationship they have with their Credit Union. Essential Functions & Responsibilities: Facilitate the delivery of efficient, accurate and professional service of all financial products and services that defines excellent member experience. This will include accurately processing deposit transactions, creating out of the box solutions for member loan requests and opening accounts in an accurate and timely manner. All new products and services should be accompanied by accurate and timely documentation. Assist members with requests, challenges, research, and follow-up on details to resolve matters to the member's satisfaction. Utilize technology to educate members and prospective members on the benefits of Credit Union membership as well as out line up of products and services. Possess the necessary sales skills and positive energy toward the accomplishment of monthly and annual branch activity, member experience and growth goals to continuously put our members first. Effective communication, especially listening skills, are required for the fulfillment of this requirement. Utilize sound judgment skills to maintain a safe and secure environment in our paperless/electronic branch environment while still functioning under dual control. Adherence to all operational, regulatory and security requirement, directives and procedures while minimizing losses. Perform other duties as assigned

Requirements

• One year to three years of similar or related experience
• A bachelors degree or achievement of formal certifications recognized in the industry as equivalent to a bachelor's degree (e.g. information technology certifications in lieu of a degree)
• The ability to motivate or influence others in a material part of the job, requiring a significant level of diplomacy and trust
• Obtaining cooperation (internally and/or externally) is an important part of the job
• Each individual should have an empowerment to provide the highest level of service possible that puts all of our members first
• All Member Experience Advisors will be held accountable both individually and as part of the overall team.
• The Member Experience Advisor should be internally motivated and able to function in an independent manner as it relates to product knowledge
• A friendly and energetic disposition is required for success.
• Rapport building
• Strong oral and written communication
• Critical thinking
• Sound judgment
• Problem resolution
• Team collaboration
• Root cause analysis
• Technology friendly
• Community focused

Responsibilities

• Facilitate the delivery of efficient, accurate and professional service of all financial products and services that defines excellent member experience.
• Accurately processing deposit transactions, creating out of the box solutions for member loan requests and opening accounts in an accurate and timely manner.
• Assist members with requests, challenges, research, and follow-up on details to resolve matters to the member's satisfaction.
• Utilize technology to educate members and prospective members on the benefits of Credit Union membership as well as out line up of products and services.
• Possess the necessary sales skills and positive energy toward the accomplishment of monthly and annual branch activity, member experience and growth goals to continuously put our members first.
• Utilize sound judgment skills to maintain a safe and secure environment in our paperless/electronic branch environment while still functioning under dual control.
• Adherence to all operational, regulatory and security requirement, directives and procedures while minimizing losses.
• Perform other duties as assigned

Benefits

• Medical Insurance
• Vision Insurance
• Dental Insurance
• 401(k) Plan with a competitive Employer Match
• Credit Union Paid Life Insurance (of two times your annual salary)
• Long & Short Term Disability Insurance
• Flexible Spending Accounts
• Health Savings Accounts (HSA)
• Paid Time Off
• Paid Federal Holidays
• Community Volunteer Opportunities

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level