Member Service Advisor - Branch Float - Coloma

University Federal Credit Union • Coloma, MI

9d

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 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 under established guidelines.

The advisor sells and delivers loan, deposit, investment, business, electronic, and convenience products and services; provides product information and service support; resolves problems and maintains accounts; completes documentation; contributes to training and team development; and performs teller functions as needed. This is a branch float position requiring travel to local branches in the market.

Work is normally performed in a climate-controlled office with moderate noise. The role involves mostly seated work, with brief periods of standing and walking, and may involve eyestrain from computer use. The advisor must be able to talk and keyboard simultaneously. Workday length is unpredictable, and long hours may be required to accommodate deadlines or special meetings.

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 required.
• 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, and maintain a positive attitude when resolving member or staff 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 to complete loan applications, evaluate credit reports, offer solutions to members, and submit recommendations under 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.
• Travel to local branches in the market.

What This Job Offers

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