Member Service Representative

Advia Credit UnionBeloit, WI
Onsite

About The Position

This is a full-time, on-site position where you will provide outstanding service and build impactful and lasting relationships with members and colleagues. You will have the opportunity to change lives by proactively helping members achieve their financial goals. Responsibilities include answering member questions, servicing their accounts, and utilizing active listening to uncover needs and recommend appropriate products and services. The role also involves outbound calls to engage members and inform them about Advia's offerings. Advia is a fast-growing Credit Union serving almost 200,000 members with assets over $3 billion, known for its commitment to members and a 'work hard, play hard' culture. The company is an Equal Employment Opportunity employer and a 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 for professional growth.
  • Desire to provide solutions that leave the member better than you found them.
  • Strong critical-thinking skills.
  • Strong communication skills.
  • Team-centered mentality.

Nice To Haves

  • Cash handling experience.
  • Customer service experience.
  • Spanish language proficiency (for bilingual premium).

Responsibilities

  • Provide outstanding service and build impactful and lasting relationships with members and colleagues.
  • Proactively help members achieve their financial goals.
  • Answer member's questions and service their accounts.
  • Actively listen and uncover needs to recommend products and services.
  • Assist in outbound calls to engage members.
  • Maintain the highest level of service to members with accuracy, confidentiality, and efficiency.
  • Proactively seek solutions and find ways to say 'yes' to members.

Benefits

  • Medical insurance
  • Dental insurance
  • Vision insurance
  • 401(k) with company match
  • Life insurance
  • Disability coverage
  • Generous paid time off (PTO)
  • Paid holidays
  • Paid parental leave (available after one year of service)
  • Learning and development programs
  • Tuition reimbursement (available after one 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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