Sr. Member Experience Advisor
About The Position
The Sr. Member Experience Advisor engages prospective and current members professionally and courteously. The role gathers information needed to open accounts, promotes current products and services, educates account holders about credit union policies, and ensures member requests and questions are resolved promptly and accurately. The advisor supports a range of member-service and transaction activities, including account opening and maintenance, consumer-loan documentation, transaction verification, wire transfers, IRA/CD deposits and withdrawals, loan processing, and vault duties. The role also provides backup support and guidance to Representatives, Advisors, and Agents as needed.
Requirements
- High school diploma or equivalent required.
- At least 3 years of Member Service Representative/Teller experience required.
- Excellent knowledge of policies and procedures.
- Excellent mathematical and problem-solving skills.
- Excellent written, listening, and verbal communication skills.
- Excellent customer service skills.
- Basic understanding of credit union operations.
- Ability to operate a 10-key series.
- Ability to maintain discretion and confidentiality.
- Ability to multitask, prioritize, and adapt to a consistently changing environment.
- Proficiency in Microsoft computer applications.
Responsibilities
- Assist members with opening new personal and business accounts, processing changes to existing accounts, and on-site support for credit/debit card issues.
- Inform members about credit union policies and services, including membership eligibility, available account types, interest dividend rates, payroll deduction options, and related information.
- Receive, review, and submit documentation for specified consumer loans, including signature and auto loans, debit/credit cards, and share-secured and credit-builder loans.
- Relay credit decisions to members.
- Verify and balance transactions and cash totals.
- Process wire transfers and IRA/CD deposits and withdrawals.
- Open and close computer terminal accounts daily.
- Monitor deposit amounts and examine documents for endorsement and negotiability.
- Detect and resolve discrepancies promptly.
- Assist with loan processing and posting loan payments.
- Assist with vault duties.
- Maintain the privacy of member account information.
- Provide backup support and guidance to Representatives, Advisors, and Agents as needed.
- Keep a clean, organized work area and maintain a professional appearance.
- Provide feedback to a supervisor about significant problems or concerns.
- Complete required reports and records accurately and promptly.
- Attend meetings as required.
- Complete other duties as assigned.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
High school or GED
