Member Service Advisor

Job Description

Job Description

REGIONAL Federal Credit Union, a leading provider of banking products and financial services serving Northwest Indiana, is looking for a full-time Member Service Advisor to join our team at our Portage locatio n.

Position Summary:

• Serve as liaison between the member and the credit union.
• Provide information to members and potential members by phone or in person, including information on the full range of credit union products and services.
• Open accounts for members, assist members having difficulties with account, and interview and process members requesting account closures.
• Processing members request for a variety of loan products.

Duties and Responsibilities:

• Greet and welcome members and visitors to the credit union in a professional manner.
• Represent the credit union to members in a courteous and professional manner and provide prompt, efficient and accurate service.
• Provide in-person and by-telephone general and specific service-related information concerning credit union products or policies.
• Respond to all e-mail or other electronic requests submitted by members, providing professional, prompt, efficient and accurate service and information.
• Respond to members’ requests, problems, and complaints, resolving issues, and/or directing them to the appropriate person for specific information and assistance.
• Assist Supervisor of Member Services to handle more complex questions and problems for other Member Service Representatives.
• Open new accounts and services.
• Assist members in completing all necessary paperwork.
• Set up new account files and provide members with all necessary information for membership.
• Member Service Advisor:
• Promote credit union products and services based on member needs that are obtained from member interviews during account openings.
• Actively cross-sell products to develop the member relationship.
• Assist, process requests and disburse loans from new or existing members for all lending products.
• Maintain up-to-date and comprehensive knowledge on all credit union products and services. Maintain up-to-date and comprehensive knowledge on all related policies and procedures, rules and regulations.
• Interview and processes all members requesting account closing.
• Actively attempt to save account and increase member satisfaction.
• Data entry of new check cards in to our third-party vendor.
• Conduct courtesy calls to all new members within one week of a member opening a new account or service.
• Complete other duties as assigned.

REGIONAL offers paid holidays, PTO (paid time off), 401K, medical, dental, vision insurance, and quarterly incentives ($800 maximum) to Team members.

Position Requirements:

• High school education or equivalent.
• 1-2 years general banking experience.
• 1-2 years of consumer loan processing experience.
• 1 year of home equity loan processing experience.
• Cross selling and consultative sales experience preferred.
• Bilingual-Spanish speaking preferred.

Our company provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics.