Student Member Advisor

SouthPoint Financial Credit Union•New Ulm, MN

2d•$15 - $24•Onsite

About The Position

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

Requirements

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

Nice To Haves

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

Responsibilities

Welcome current and prospective members in the branch and drive-through areas.
Build trust and lasting relationships with members and improve their experience through each interaction.
Provide consistent, timely, and accurate member service while upholding the Credit Union’s vision, mission, and core values.
Perform transactions such as 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, banking tools, 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.
Assist other Credit Union departments with projects and tasks as needed.
Identify opportunities to cross-sell Credit Union products and services.
Research, investigate, document, and resolve member issues, questions, and complaints, or direct them through proper channels to ensure follow-up and member satisfaction.
Perform clerical support duties and assist with marketing activities as necessary.
Fulfill Bank Secrecy Act responsibilities for the role.
Perform other duties as assigned.