Member Service Advisor - Branch

Wyhy Federal Credit Union - Cheyenne, WY

Full-time - Entry Level

Cheyenne, WY

Credit Intermediation and Related Activities

About the position

The Member Service Advisor at WyHy is a versatile role that combines the responsibilities of a traditional Member Service Representative and a Loan Officer. This position focuses on providing exceptional service to members through various channels, including phone, text, chat, and in-person interactions. The advisor is responsible for building relationships with members, assisting with financial solutions, and processing transactions and loan applications, all while ensuring compliance with company policies and regulations.

Responsibilities

• Build effective relationships with members, efficiently uncovering and implementing personalized financial solutions.
• Articulate the benefits and features of products and services while assisting members with basic financial planning and budgeting.
• Complete membership and loan applications with members.
• Achieve production and service benchmarks.
• Conduct outbound calls to members to follow-up on inquiries and provide potential solutions to members.
• Research and resolve member account issues.
• Handle transaction requests, such as transfers, loan payments, deposits, disputes and stop pays.
• Conduct dual control and auditing functions.
• Refer members to third party partners for alternative financial products and services when appropriate.
• Rotate various activities ensuring proper team coordination to provide excellent member service.
• Inform and train members regarding convenience of Mobile and Remote services.
• Comply with all department and company policies, procedures and regulations.

Requirements

• A high school education.
• Two or more years of experience utilizing sales or customer service skills, or the equivalent combination of schooling and related experience.

Nice-to-haves

• College Degree
• Experience in call center, handling loan applications, and/or sales.
• Experience in a retail environment of a bank or Credit Union.

Benefits

• Competitive pay and incentive program
• Generous PTO
• Health, dental, vision, life and disability insurance
• Identity Theft Recovery Services
• Gym membership allowance
• Pet insurance allowance
• Holiday pay, including paid birthdays and work anniversaries off
• 401K with a generous employer match