Membership Advisor

First Service Credit Union • Houston, TX

4d • Onsite

About The Position

Provide support and assistance to members and non-members with the intention of creating an engaged member. Responsible for opening new memberships for non-members who are working with the Centralized Sales Department, Mortgage Department, Indirect, or other area that is helping the potential member secure a loan. Also responsible for making outbound calls to current members with the purpose of generating additional deposit products and an overall more engaged member.

Requirements

• One year to three years of similar or related experience.
• A two-year college degree, or completion of a specialized certification or licensing, or completion of specialized training courses conducted by vendors, or job-specific skills acquired through an apprenticeship program.
• Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation.
• Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication.
• Customer service skills
• Detail-oriented
• Must have multi-tasking abilities.
• Strong written and verbal communication skills.
• Ability to build strong relationships both inside and outside the credit union.
• High level of problem solving capabilities
• Curiosity
• Self-motivation
• Adaptability
• Creativity and innovation for finding new and more efficient ways of doing things.
• Excellent time management skills and the ability to schedule work activities so deadlines are met and goals are accomplished in a timely and organized manner.
• Exceptional attention to detail.
• Strong work ethics and the ability to work with a fast-paced team.

Responsibilities

• Support Centralized Sales, Indirect, Mortgage Department and other lending areas in onboarding all new members.
• Responsible for explaining the benefits of First Service checking accounts, debit cards and other deposit related products.
• Actively educate and inform members on all credit union products and actively cross-sell all products/services to meet monthly production goals.
• Assist member(s) with account inquiries in a timely and accurate manner and perform all functions associated with account maintenance as requested including but not limited to personal and account data changes, address changes, and account closures.
• Responsible for ensuring compliance issues are properly administered in the member services area.
• Resolve and follow-up on member complaints and issues to ensure the highest quality member service.
• Provide accurate, courteous, friendly, timely, and professional service to all members and potential members.
• Answering telephone immediately and responding to correspondence within one business day.
• Perform other job duties as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree