Member Services Advisor I
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.
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
- Circling back on open items
- Making outbound touchpoints to keep relationships active and responsive
- Reconciling what’s pending
- Ensuring work is completed to standard
- Leaving the queue ready for the next shift
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
