Senior Member Advisor

PenAir Credit Union Job Opportunity

Since 1936 PenAir Credit Union has been the catalyst where community, resources, and impact come together and produce a powerful force for good. We have a unique culture and we're passionate about it. Grown from the values we hold most dear, three guiding principles shape how we see the people we serve, the community around us, and our role within it. These guiding principles are Respect, Service, and Communerosity and they're woven throughout our culture.

PenAir is where people and community, resources and expertise align with your values to create real impact. Generational impact through strong financial education and support. We care about the things you care about. As the largest and oldest credit union in Pensacola, Florida, with more than $2.5 billion in assets, our purpose is to enhance the lives of those we serve in the Florida Panhandle, Southern Alabama, and Virginia.

Dedicated to enhancing lives in a universal service retail environment with cross-functional responsibilities in both a teller and advanced member service capacity. Consistently uncovers members' needs, offering appropriate solutions and provides accurate resolution to members' inquiries and concerns. Acts as mentor to new teammates.

Major Duties and Responsibilities:

• Processes wide variety of financial transactions including but not limited to deposits, withdrawals, transfers and check cashing.
• Uncovers existing and potential members' needs and recommend solutions to improve their financial well-being using a sales through service consultative approach. Conducts all member service functions including consumer accounts, account maintenance, business accounts as well as unsecured and collateralized loans.
• Proactively educates members on emerging and existing self-serve technology and digital solutions such as mobile/online banking, bill pay, remote deposit capture and ITM services.
• Ensures appropriate records are maintained and required reports are prepared. Performs branch specific functions as needed, including but not limited to end of day balancing, and night drop.
• Recognizes referral opportunities and refers members to internal business partners for specialized services including investments, mortgage or commercial lending.
• Supports new teammates as a resource for knowledge, best practices and troubleshooting. May be given the authority to review high risk transactions to perform override authority.
• Performs other job-related duties as assigned.

Minimum Qualifications:

• Three years to five years of similar or related experience, including preparatory experience. Minimum three (3) years of financial institution experience in member service or cash operations or comparable experience in cash handling, customer service, or sales experience, or as a result of demonstrating consistent and proficient knowledge, ability and accuracy in all aspects of the job.

Education/Certifications/Licenses:

• A high school degree or equivalent. Registered as an active Mortgage Loan Originator (MLO) on the NMLS site. Must renew registration each year and update when changes to name, address, etc. occur.

Interpersonal Skills:

• A significant level of trust, credibility and diplomacy is required. In-depth dialogue, conversations and explanations with customers, direct and indirect reports and outside vendors can be of a sensitive and/or highly confidential nature. Communications may involve motivating, influencing, educating and/or advising others on matters of significance. Typically includes subject matter experts as well as first level to middle managers.

Other Skills:

• Thrives in a fast-paced, multi-tasking environment
• Conducts effective needs-based member conversations
• Navigates multiple systems and applications with ease
• Demonstrates strong problem-solving and sound decision-making skills
• Committed to ongoing learning and professional development
• Delivers exceptional member service
• Maintains a high level of accuracy and attention to detail
• Communicates effectively both verbally and in writing

This job description is not a complete statement of all duties and responsibilities comprising the position.