Member Services Advisor I

SkyOne Federal Credit Union•Hawthorne, CA

1d•Onsite

About The Position

Join SkyOne Federal Credit Union as a Member Services Advisor I in Hawthorne, CA, where your contributions will directly impact our members' lives. Experience the thrill of being at the forefront of member interactions, providing tailored financial solutions that enhance their everyday experiences. In this onsite role, you'll collaborate with a passionate team dedicated to upholding our core values of performance, accountability, integrity, innovation, and respect. Embrace a vibrant workplace culture that fosters professional growth and encourages innovative thinking. Your ability to deliver exceptional service will not only fulfill our vision but also enrich your career journey. Take the leap and apply for a position that offers both personal fulfillment and a chance to be part of a mission-driven organization focused on meaningful financial support for our members. As a Member Services Advisor I, you’ll help members get the right financial solutions through accurate service, thoughtful questions, and clear guidance. This role exists to strengthen relationships while meeting service standards and individual/team goals.

Requirements

Minimum of one-year experience in a call center, preferably financial services
Strong cross-selling and telemarketing skills
Excellent member service and telephone communication skills
Strong knowledge and understanding of financial products and services
Windows, Word, Excel, and Internet proficiency
A high degree of confidentiality
A positive, professional image within the workplace
Effective verbal and written communication skills

Responsibilities

Handling member inquiries by phone and in person
Processing transactions and account maintenance
Opening and closing memberships
Establishing digital services (SkyFone, iSky, Mobile Banking, Bill Pay)
Supporting consumer loan applications and payoff requests
Coordinating with internal partners for mortgages, IRAs, investments, and consumer loans
Following all policies, security requirements, and BSA/OFAC compliance
Reviewing priorities and getting set for a steady flow of calls, walk-ins, and follow-ups
Completing documentation, updating records, and checking details for accuracy
Coordinating handoffs with teammates, keeping notes current, and circling back on open items
Making outbound touchpoints to help keep relationships active and responsive
Reconciling what’s pending, ensuring work is completed to standard, and leaving the queue ready for the next shift