Student Member Advisor

SouthPoint Financial Credit Union•North Mankato, MN

1d•Onsite

About The Position

The Student Member Advisor serves members in a credit union branch setting, providing friendly, professional, and personal service consistent with SouthPoint Financial Credit Union’s vision and core values. The role performs member transactions and assists members in person, by phone, and through digital service channels. It also helps members use online and mobile banking, eServices, and other self-service tools, while promoting secure and convenient digital solutions. The advisor may assist with clerical duties, marketing activities, special projects, and other assigned work.

Requirements

Professional, well-developed interpersonal skills for serving members and communicating with members and coworkers.
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.
Able to act as a team player with maturity, confidentiality, and adaptability.
Accuracy and consistency in performance.
Comfortable learning, using, and explaining digital banking platforms and technology-based member service tools.
Able to communicate 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 trusted relationships with members and work to improve their experience through each interaction.
Provide consistent, timely, and accurate service while upholding the Credit Union’s mission, vision, and values.
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 information, online and mobile banking, eServices, office hours, and general product and service questions.
Educate and guide members on digital banking features, including enrollment, password resets, mobile deposit, electronic statements, card controls, alerts, transfers, and other self-service tools.
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, research, investigate, and document member issues, questions, and complaints, directing matters through appropriate channels and following up to achieve member satisfaction.
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.