Sr. Member Experience Advisor

Description

The Sr. Member Experience Advisor will engage prospective and current members in a professional and courteous manner, and will be responsible for gathering the required information to; open accounts, promote current products and service, educate account holders on credit union policies and ensure that member requests and questions are promptly and accurately resolved.

Responsibilities:

• Assist members with; opening new personal and business accounts, process changes to existing accounts, and provide on-site support for credit/debit card issues.
• Ensure that members are informed of the policies of, and the services provided by the Credit Union, to include; eligibility for membership, types of available accounts, interest dividend rates, payroll deduction options, and other related services and information.
• Receive, review and submit documentation for specific consumer loans, including; signature and auto loans, debit/credit cards, and share secured and credit builder loans.
• Relay credit decisions to the members.
• Verify and balance transactions and cash totals.
• Process wire transfers, IRA/CD deposits and withdrawals.
• Open and close computer terminal accounts daily.
• Monitor deposit amounts and examine documents for endorsement and negotiability.
• Detect and resolve discrepancies promptly.
• Assist with loan processing and posting loan payments.
• Assist with vault duties.
• Maintain privacy of member account information.
• Provide backup support and guidance to Representatives, Advisors and Agents as needed.
• Keep a clean, organized work area and a professional appearance.
• Provide feedback to supervior of any significant problems or concerns.
• Complete required reports and records accurately and promptly.
• Attend meetings as required.
• Completes other duties as assigned.

Requirements

• High school diploma or equivalent required
• 3+years’ Member Service Representative/Teller experience required

Knowledge, Skills and Abilities:

• Excellent knowledge of policies and procedures.
• Excellent mathematical and problem solving skills
• Excellent written, listening and verbal communication skills
• Excellent customer service skills
• Basic understanding of Credit Union operations.
• Ability to operate 10-key series
• Ability to maintain discretion and confidentiality
• Must have the ability to multitask, prioritize, and adapt to a consistently changing environment
• Proficient in Microsoft computer applications