Member Advisor

Process financial transactions including deposits, withdrawals, transfers, and check cashing Uncover members’ needs and recommend solutions using a sales-through-service consultative approach Conduct basic member service and loan functions, including consumer accounts, disputes, account maintenance, and unsecured loans Transition members to appropriate teammates for advanced products or services Educate members on self-service technology and digital solutions, including mobile/online banking, bill pay, remote deposit capture, and ITM services Maintain appropriate records and prepare required reports Perform branch-specific functions, including end-of-day balancing and night drop Recognize referral opportunities and refer members to internal business partners for investments, mortgage, or commercial lending Requirements Minimum two (2) years of financial institution experience in member service or cash operations or comparable experience in cash handling, customer service, or sales experience A high school degree or equivalent A significant level of trust, credibility and diplomacy Adaptability in a fast-paced environment Ability to manage multiple priorities Strong problem-solving and decision-making skills Proficient in multitasking across computer applications Effective needs-based communication Commitment to learning and professional development Excellent member service focus High attention to detail and accuracy Strong written and verbal communication skills Core Competencies Demonstrates expertise in financial transactions, member service, and consultative sales approaches while maintaining high standards of accuracy and attention to detail. Proficient in educating members on digital banking solutions and managing multiple priorities in a fast-paced environment. Highest-signal resume keywords Financial Transactions Processing Member Service Experience Consultative Sales Approach Problem-Solving Skills Effective Communication Hard Skills Cash Handling Account Maintenance Loan Functions Digital Banking Solutions Report Preparation Soft Skills Adaptability Attention to Detail Trust and Credibility Multitasking Decision-Making Industry Keywords Financial Institution Member Service Customer Service Sales Experience Referral Opportunities Tools & Technologies Mobile Banking Online Banking Bill Pay Remote Deposit Capture ITM Services #J-18808-Ljbffr