Member Service Advisor

United Federal Credit Union • Fort Smith, AR

6d

About The Position

The Member Service Advisor (MSA) reinforces and builds member relationships through efficient response to members' service requests and solicitation of new loan and deposit product purchases. This position is responsible for consistently exceeding member expectations and meeting sales goals by matching the full range of Credit Union products and services with an informed understanding of members' needs and making appropriate lending recommendations based on established guidelines.

Requirements

• High school diploma or equivalent.
• Minimum of two years' experience in a related sales field.
• Sales or referral experience with proven results.
• NMLS registration required upon hire.
• Honesty and integrity
• Excellent communication skills.
• Good business writing skills.
• Computer literacy and keyboarding skills.
• Thorough knowledge of lending principles.
• Analysis and resolution skills.
• Self-motivated with 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.
• Ability to identify member and staff needs.
• Ability to use good judgment and make sound decisions quickly.
• Ability to work under pressure.
• Proven problem-solving abilities.
• Ability to concentrate in a multi-task environment.
• Ability to maintain a positive attitude when resolving member/staff issues.

Nice To Haves

• Some college preferred.

Responsibilities

• Sell and deliver Credit Union loan, deposit, investment, business, electronic and convenience products, and services. This includes gathering information to complete loan applications, evaluating credit reports, offering solutions to members, and submitting recommendations based on established lending guidelines.
• Act as the primary source of product information and service support for member and staff inquiries, timely problem resolution and account maintenance. Maintain a high knowledge of all 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 assist in adaptation to new processes and systems.
• Perform teller functions as needed.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 501-1,000 employees