Member Service Advisor - Branch Float - Coloma

United Federal Credit Union • Coloma, MI

11d

About The Position

The Member Service Advisor (MSA) builds and reinforces member relationships by efficiently responding to service requests and soliciting new loan and deposit product purchases. The position works to exceed member expectations and meet sales goals by matching Credit Union products and services to members’ needs and making lending recommendations in accordance with established guidelines.

The role provides product information and service support to members and staff, resolves problems, maintains accounts, completes documentation, contributes to training and team development, and performs teller functions as needed. The position requires travel to local branches in the market.

Requirements

• High school diploma or equivalent.
• At least two years of experience in a related sales field.
• Sales or referral experience with proven results.
• NMLS registration required upon hire.
• Honesty and integrity.
• Excellent communication skills and good business writing skills.
• Computer literacy and keyboarding skills.
• Thorough knowledge of lending principles.
• Analysis and resolution skills.
• Self-motivation and demonstrated sales skills.
• Phone sales solicitation skills.
• Knowledge of Credit Union products, services, and banking regulations.
• Ability to engage members in conversations to increase product penetration.
• Valid driver’s license.
• Ability to identify member and staff needs, use good judgment, and make sound decisions quickly.
• Ability to work under pressure, concentrate in a multitask environment, solve problems, and maintain a positive attitude when resolving member or staff issues.

Nice To Haves

• Some college.

Responsibilities

• Sell and deliver Credit Union loan, deposit, investment, business, electronic, and convenience products and services.
• Gather information for loan applications, evaluate credit reports, offer solutions to members, and submit recommendations based on established lending guidelines.
• Serve as a primary source of product information and service support for member and staff inquiries.
• Resolve problems in a timely manner and maintain accounts.
• Maintain thorough knowledge of Credit Union products and services.
• Provide accurate, complete, and consistent documentation in a timely manner.
• Participate in and contribute to training and team development to support adaptation to new processes and systems.
• Perform teller functions as needed.

What This Job Offers

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