Member Services Advisor II

SkyOne Federal Credit Union • Hawthorne, CA

1d • Onsite

About The Position

Join SkyOne Federal Credit Union as a Member Services Advisor II 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 financial services call center.
• 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.
• Excellent communication abilities to answer incoming calls professionally, ensuring efficient and courteous member interactions.
• Solid understanding of the Credit Union's financial goals and compliance regulations, such as BSA and OFAC.
• Skills in problem-solving and conflict resolution.
• Adept at utilizing account information to assess member needs, offering tailored products and services, and consistently achieving sales and performance goals.
• Familiarity with software tools for account management.
• Working knowledge of compliance regulations.
• Comfortable working independently.
• Coordinating with various departments to process requests.
• Completing service transactions accurately and in line with established policies.

Responsibilities

• Play a pivotal role in developing and nurturing member relationships through high-quality consultative service.
• Identify member needs and match them with the value-added products and services offered.
• Process transactions, update accounts, open new accounts, take in loan applications, and address all member inquiries.
• Maintain the Credit Union's service standards while adhering to policies and procedures to achieve individual and team performance and sales goals.
• Support business development efforts by conducting outbound sales and service calls.
• Provide frontline coverage at branches and the call center, ensuring a seamless experience for members.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed