Member Service Advisor III (Call Center & Digital Channels)

SkyOne Federal Credit Union•Hawthorne, CA

2d•Onsite

About The Position

Join SkyOne Federal Credit Union as a Full-Time Member Service Advisor III in our Hawthorne, CA office and make a real impact on our members' financial journeys. This exciting role offers the opportunity to engage directly with members, delivering exceptional service that reflects our core values of performance, accountability, integrity, innovation, and respect. Here, you'll be part of a dynamic team that thrives on innovation and creative problem-solving, ensuring every interaction is meaningful and memorable. The onsite nature of this position fosters collaboration and camaraderie, enhancing the member experience and driving positive outcomes. If you're passionate about empowering others and eager to contribute to a rewarding mission, this role is your gateway to personal and professional growth. Step into a community dedicated to improving lives and shaping the future of financial solutions. Make a difference as a Member Service Advisor III As a Full-Time Member Service Advisor III at SkyOne Federal Credit Union, you will play a pivotal role in fostering and deepening financial relationships with our members through exceptional consultative service across various channels, including call center, email, live chat, social media, and more. You will be responsible for processing transactions, updating accounts, opening new accounts, and taking loan applications, while expertly addressing all member inquiries. This position emphasizes cross-selling SkyOne products and services, ensuring you consistently meet credit union service standards. Your proactive approach will also support business development through outbound sales and service calls, helping to attract new memberships, loans, and deposits. By adhering to all policies and procedures and achieving individual and team performance goals, you will provide frontline coverage while delivering an outstanding experience that aligns with SkyOne's Service and Sales Model. Does this sound like you? To thrive as a Full-Time Member Service Advisor III at SkyOne Federal Credit Union, you will need a versatile skill set and a commitment to delivering exceptional service. Proficiency in various software and digital communication tools is essential, as you will be engaging with members through calls, emails, live chat, and social media. Strong interpersonal skills are crucial for understanding and assessing members' financial needs, enabling you to tailor solutions that align with their goals. Problem-solving abilities and conflict resolution skills will aid in diffusing member concerns effectively. A solid grasp of compliance regulations and credit union policies ensures you operate within established guidelines while meeting performance targets. Additionally, mentoring new hires and leading team huddles require strong leadership and communication skills. Your advanced knowledge of products and services will empower you to provide accurate and timely information, supporting a seamless member experience across all channels.

Requirements

Minimum of 3 years' experience in a financial services call center.
Strong cross-selling and telemarketing skills.
Excellent member service and telephone communication skills.
Strong knowledge and understanding of financial products and services.
Windows, Word, Excel, and Internet proficiency.
Proficient in 10-key and typing skills.
Excellent verbal and written communication skills.
Tech savvy and familiar with chat bots, live chat features, and video conferencing.
Demonstrates a consistent ability to build positive relationships, fosters interdependence and positively contributes to a collaborative work environment.
A high degree of confidentiality.
A positive, professional image within the workplace.

Responsibilities

fostering and deepening financial relationships with our members through exceptional consultative service across various channels, including call center, email, live chat, social media, and more
processing transactions
updating accounts
opening new accounts
taking loan applications
addressing all member inquiries
cross-selling SkyOne products and services
support business development through outbound sales and service calls
adhering to all policies and procedures
achieving individual and team performance goals
provide frontline coverage while delivering an outstanding experience that aligns with SkyOne's Service and Sales Model