Member Service Advisor - Branch Float - Toscana Park

United Federal Credit Union • Milton Township, MI

3d • Onsite

About The Position

The Member Service Advisor reinforces and builds member relationships by responding efficiently to service requests and soliciting purchases of loan and deposit products. The role is responsible for exceeding member expectations and meeting sales goals by matching Credit Union products and services to members’ needs and making appropriate lending recommendations in accordance with established guidelines.

The position sells and delivers loan, deposit, investment, business, electronic, and convenience products and services. It gathers information for loan applications, evaluates credit reports, offers solutions, and submits lending recommendations. The advisor also serves as a primary source of product information and service support for members and staff, resolves problems, maintains accounts, provides accurate documentation, contributes to training and team development, and performs teller functions as needed. The role 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, including 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, make sound decisions quickly, work under pressure, solve problems, concentrate in a multitasking environment, and maintain a positive attitude when resolving issues.

Nice To Haves

• Some college preferred.

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, and submit recommendations under established lending guidelines.
• Provide product information and service support for member and staff inquiries, resolve problems promptly, and maintain accounts.
• Maintain thorough knowledge of Credit Union products and services.
• Provide accurate, complete, and timely documentation.
• Participate in and contribute to training and team development to support adaptation to new processes and systems.
• Perform teller functions as needed.
• Travel to local branches in the market.

What This Job Offers

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