Student Member Advisor

SouthPoint Financial Credit Union•New Ulm, MN

1d•Onsite

About The Position

Serves as a Student Member Advisor in a Credit Union branch setting, providing friendly, professional, and personal service to SouthPoint Financial Credit Union members and non-members. The role performs member transactions and supports members in person, by phone, and through digital service channels. It helps members use online banking, mobile banking, eServices, and other self-service tools, promoting secure and convenient digital solutions. The position also supports other member-service functions, special projects, clerical duties, and miscellaneous tasks while embodying the Credit Union’s vision and core values.

Requirements

Professional, well-developed interpersonal skills for communicating with members and co-workers.
Excellent communication and customer service skills.
Thorough knowledge of Credit Union products, services, and policies.
Intermediate mathematical skills, including calculations involving decimals, percentages, and fractions.
Basic automated systems skills.
Highly organized, self-motivated, and able to learn quickly.
Ability to work as a team player with maturity, confidentiality, and adaptability.
Accuracy and consistency in performance.
Comfort learning, using, and explaining digital banking platforms and technology-based member service tools.
Ability to explain digital instructions clearly and patiently to members with varying levels of technology comfort.

Nice To Haves

Working knowledge of online banking, mobile banking, digital account tools, and secure member authentication practices.

Responsibilities

Greet and welcome current and prospective members in the branch and drive-through areas.
Build trust and lasting relationships with members and strive to improve their experience.
Provide consistent, timely, and accurate service.
Perform member transactions, including deposits, withdrawals, loan payments, cash advances, check cashing, and transfers.
Issue certified checks and gift cards and process the daily drop box.
Assist members in person, by phone, and through digital channels with account status, balances, online and mobile banking, eServices, office hours, and questions about products and services.
Educate and guide members on digital banking enrollment, password resets, mobile deposit, electronic statements, card controls, alerts, transfers, and other self-service features.
Promote secure digital solutions that improve member convenience and support an efficient branch experience.
Troubleshoot basic digital banking issues and escalate complex technical concerns through appropriate internal channels.
Recognize opportunities to cross-sell Credit Union products and services.
Resolve member issues, questions, and complaints; research, investigate, and document problems and ensure appropriate follow-up.
Assist other Credit Union departments with projects and tasks as needed.
Perform clerical support duties and assist with marketing activities as necessary.
Abide by applicable Bank Secrecy Act responsibilities.
Perform other duties as assigned.