Member Service Advisor
About The Position
The Member Service Advisor provides efficient, high-quality service to members through in-person, digital, and electronic channels. The role processes teller and cash-vault transactions accurately and promptly, recommends and services credit union deposit and consumer loan products, and provides operational support. The advisor works with operations and sales teams to contribute to goals for deposit growth, business relationships, and consumer lending while delivering an exceptional member experience and maintaining controls and safeguards. The position also involves building member relationships, listening to individual financial needs, and connecting members with personalized lending solutions. It supports the sales and servicing of consumer loan products and second-position mortgage loans.
Requirements
- Six months to two years of similar or related experience, including time spent in preparatory positions.
Nice To Haves
- Previous experience with consumer lending.
- HELOC experience.
- A passion for credit unions.
- Ability to work in a team environment to achieve goals.
- A solution-driven mindset.
Responsibilities
- Deliver efficient, high-quality member service through in-person, digital, and electronic channels.
- Accurately and promptly process teller and cash-vault transactions.
- Recommend and service credit union deposit and consumer loan products.
- Support the sales and servicing of consumer loan products and second-position mortgage loans.
- Listen to members’ needs, build relationships, and connect them with personalized lending solutions.
- Provide dependable operational support.
- Collaborate with operations and sales teams to contribute to deposit growth, business relationship, and consumer lending goals.
- Provide an exceptional member experience while maintaining controls and safeguards.
Benefits
- Medical insurance
- Dental insurance
- Vision insurance
- 401(k) with employer match
- Employer-paid life insurance
- Paid holidays
- Paid time off
- Flexible spending accounts
- Opportunities for growth and career development
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Education Level
No Education Listed
