Member Experience Advisor

Radiant Credit Union • Ocala, FL

3d

About The Position

Member Experience Advisor Role: A Member Experience Advisor (MEA) is highly motivated, outgoing, ambitious, and a team player passionate about helping members improve their financial well-being. A MEA is a member-facing employee who educates, coaches, and supports members while meeting all sales, services, and operational expectations. As the credit union's face, this vital role is responsible for consistently delivering high-caliber service to members and employees. A MEA will spend the day interacting with members face-to-face and over the phone through a blend of routine and complex transactions, delivering high impact member experiences and demonstrating the Credit Union's Purpose, and Values. A MEA has proactive member conversations to educate on products and services, new membership accounts, and consumer loans.

Requirements

• One year to three years of similar or related experience.
• A high school education or GED.
• Work involves extensive personal contact with others and is of a personal or sensitive nature.
• Motivating, influencing, and/or training others is key at this level.
• Outside contacts become important and fostering sound relationships with other entities (companies and/or individuals) becomes necessary and often requires the ability to influence and/or sell ideas or services to others.
• Working knowledge of established teller procedures and policies.
• Understanding of Credit Union operations.
• Communicates information and ideas in speaking so others will understand.
• General office equipment such as calculators, computers, photocopiers, and scanners.

Responsibilities

• Proactively engage and educate current and prospective members.
• Resolve issues, develop and maintain member loyalty, and solicit member feedback to improve credit union performance.
• Interact, listen, and engage members to establish, expand, and retain consumer and business member relationships.
• Supports credit union initiatives and enhance the member's overall reputation.
• Develop member financial solutions, and apply need-based sales techniques, achieve performance goals.
• Partner with team and credit union leadership to identify and resolve the root-cause of problems, form creative solutions, and expand credit union opportunities.
• Deliver strong sales performance while practicing ethical sales behaviors following Credit Union's core values of Integrity and Honesty; always act in the member's best interest when offering additional products and services.
• Strictly adhere to all regulatory requirements, maintain accuracy, and apply organizational policies and procedures in all activities.
• Performs other duties as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED