Solutions Advisor I (Part-Time 25 Hours)

IC Federal Credit UnionAyer, MA
6d

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.

Stand Out From the Crowd

Upload your resume and get instant feedback on how well it matches this job.

Upload and Match Resume

What This Job Offers

Job Type

Part-time

Career Level

Entry Level

Education Level

High school or GED

Number of Employees

51-100 employees

© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service