Member Service Representative
About The Position
This role involves providing outstanding service and building impactful, lasting relationships with members and fellow Advians. The position offers the opportunity to change lives by proactively helping members achieve their financial goals. Responsibilities include answering member questions, servicing accounts, and utilizing active listening to uncover needs, enabling the recommendation of products and services that best benefit their individual financial needs. Advia is a fast-growing Credit Union, serving almost 200,000 members with assets over $3 billion, and is deeply rooted in its communities with a passion for prioritizing member needs. The culture is described as "work hard, play hard." Team members can expect regular guidance, development opportunities, great benefits, dedicated co-workers, and engaged leaders. Advia is committed to Equal Employment Opportunity and is a proud Veteran & Military Friendly Employer.
Requirements
- Genuinely care about people, acting with integrity and keeping people at the core.
- Willingness to learn and appreciation of coaching to foster professional growth.
- Desire to provide solutions to leave the member better than you found them.
- Strong critical-thinking skills.
- Strong communication skills.
- Team-centered mentality.
- Spanish language proficiency is a specific need.
Nice To Haves
- Cash handling and customer service experience is strongly preferred.
Responsibilities
- Provide outstanding service and build impactful and lasting relationships with members and fellow Advians.
- Change lives by proactively helping members achieve their financial goals.
- Answer member's questions and service their accounts.
- Utilize natural curiosity to actively listen and uncover needs.
- Recommend products and services that will best benefit their individual financial needs.
- Maintain the highest level of service to members with accuracy, confidentiality, and efficiency.
- Match Advia products and services as solutions to best fit their individual needs.
- Find a way to say yes to members and proactively seek solutions.
- Assist in outbound calls to engage members who do not physically visit branches to ensure they are aware of Advia's advantages.
Benefits
- Medical insurance
- Dental insurance
- Vision insurance
- 401(k) with company match
- Life insurance
- Disability coverage
- Generous paid time off (PTO)
- Paid holidays
- Parental leave (available after 1 year of service)
- Learning and development programs
- Tuition reimbursement (available after 1 year of service)
- Free Telemedicine
- Employee Assistance Program (EAP)
- Wellness initiatives
- Paid Community Action Volunteer Hours
- Bilingual premium for Spanish language proficiency
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
