Solutions Advisor I

IC Federal Credit Union • Fitchburg, MA

1d

About The Position

Reporting to the Solutions Manager, the Solutions Advisor I is responsible for providing exceptional front-line support to Credit Union members and prospective members within the assigned branch and its community.

As a key member of the branch banking team, the Solutions Advisor I will efficiently and accurately process banking transactions such as account inquiries, deposits, withdrawals, and payments, in line with IC’s member service standards.

Requirements

• High school education or equivalent and a minimum of one (1) year experience in a cash handling, sales, or service-based role.
• Excellent written and verbal skills. Basic computer and technology skills.
• Ability to effectively interact with and support the financial needs of members and prospective members, with a focus on delivering exceptional member-first experience.

Responsibilities

• Provides efficient, accurate, and courteous service while performing a variety of transactions including processing deposits, withdrawals, payments, cashing checks, and responding to member inquiries.
• Maintains updated knowledge regarding the Credit Union’s products/services and proactively recommends appropriate solutions based on member needs. Supports branch in growing IC’s membership base and deepening existing member relationships.
• Demonstrates and engages members with IC’s digital banking tools, such as online and mobile banking, digital wallet enrollments and other ancillary digital solutions (e.g., bill pay, e-statements, card controls, P2P tools, etc.). Promote usage and adoption of self-service channels; highlighting convenience and benefits of omni-channel member experience.
• Performs all duties in accordance with prescribed regulatory compliance guidelines and Credit Union policies and procedures. Uses established protocols and controls to ensure security and privacy is always maintained.
• Serves as an enthusiastic champion of all things brand and corporate culture. Models and supports the delivery of IC's Mission, Vision, and Core Values, with a focus on team member engagement and member experience. Represents the Credit Union in the communities it serves by participating in civic/community organizations in line with evolving market and community engagement strategies.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED