Member Service Advisor (Sales)

SkyOne Federal Credit Union•Hawthorne, CA

44d

About The Position

Are you passionate about making a difference in people's lives? As a Member Service Advisor at SkyOne Federal Credit Union, you will play a vital role in enhancing our members' experiences. This position is perfect for those who thrive in connecting with others, providing tailored financial solutions, and exceeding member expectations. You will have the opportunity to utilize innovative communication techniques to engage with members, ensuring they receive the personalized support they need. By joining our dedicated team, you'll embody our core values of performance, accountability, integrity, innovation, and respect, all while being part of a mission that prioritizes our members' financial well-being. Your contributions will lead to meaningful interactions and lasting relationships within the community. If you're ready to make an impact and grow in your career, we invite you to apply today! Are you excited about this Member Service Advisor job? As a Member Service Advisor at SkyOne Federal Credit Union, you will be accountable for developing and deepening member relationships through high-quality consultative service. Your primary focus will be on identifying member needs and matching them with our value-added products and services, including the sales of various Credit Union offerings. You will process transactions, update accounts, open new accounts, and handle loan applications while answering all member inquiries. This role requires a proactive approach in promoting and selling financial solutions that benefit our members, while consistently meeting the Credit Union's service and sales standards. Additionally, you will support business development efforts by performing outbound sales and service calls, engaging members in meaningful conversations to uncover their financial needs. Success in this position is measured by your ability to build trust, deliver exceptional value, and contribute to the overall growth of the Credit Union through effective sales and service strategies.

Requirements

Strong communication abilities
Answer incoming calls professionally and courteously
Engaging in meaningful discussions with members to assess their financial needs and present relevant product and service solutions
A consultative sales approach
Identifying opportunities and confidently recommending SkyOne products that align with member goals
Familiarity with compliance regulations such as BSA and OFAC
Solid understanding of credit union products and services
Proficiency in utilizing various software tools for account management and transaction processing
Ability to work collaboratively with other departments to meet member requests
A proactive attitude toward promoting a service and sales culture
Attention to detail
Minimum of one-year experience in a call center, preferably financial services.
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.
A high degree of confidentiality.
A positive, professional image within the workplace.
Effective verbal and written communication skills.

Responsibilities

Developing and deepening member relationships through high-quality consultative service.
Identifying member needs and matching them with our value-added products and services
Sales of various Credit Union offerings
Process transactions
Update accounts
Open new accounts
Handle loan applications
Answering all member inquiries
Promoting and selling financial solutions
Support business development efforts by performing outbound sales and service calls
Engaging members in meaningful conversations to uncover their financial needs