Call Center Sales Advisor I

Job Description

Job Description

TRACK RECORD OF SALES EXCELLENCE REQUIRED

Join SkyOne Federal Credit Union as a Member Services Advisor I in Hawthorne, CA, where your contributions will directly impact our members' lives. Experience the thrill of being at the forefront of member interactions, providing tailored financial solutions that enhance their everyday experiences. In this onsite role, you'll collaborate with a passionate team dedicated to upholding our core values of performance, accountability, integrity, innovation, and respect. Embrace a vibrant workplace culture that fosters professional growth and encourages innovative thinking. Your ability to deliver exceptional service will not only fulfill our vision but also enrich your career journey.

Take the leap and apply for a position that offers both personal fulfillment and a chance to be part of a mission-driven organization focused on meaningful financial support for our members.

Are you a good fit for this Member Services Advisor I job?

As a Member Services Advisor I, you’ll help members get the right financial solutions through accurate service, thoughtful questions, and clear guidance. This role exists to strengthen relationships while meeting service standards and individual/team goals.

Key responsibilities include handling member inquiries by phone and in person; processing transactions and account maintenance; opening and closing memberships; establishing digital services (SkyFone, iSky, Mobile Banking, Bill Pay); supporting consumer loan applications and payoff requests; coordinating with internal partners for mortgages, IRAs, investments, and consumer loans; and following all policies, security requirements, and BSA/OFAC compliance.

QUALIFICATIONS:

• Minimum of one-year experience in a call center, preferably financial services.
• Strong cross-selling and telemarketing skills.
• Excellent member service and telephone communication skills.
• Strong knowledge and understanding of financial products and services.
• Windows, Word, Excel, and Internet proficiency.
• A high degree of confidentiality.
• A positive, professional image within the workplace.
• Effective verbal and written communication skills.

Your day as a Member Services Advisor I

You start by reviewing priorities and getting set for a steady flow of calls, walk-ins, and follow-ups. Throughout the day, you switch between focused tasks—like completing documentation, updating records, and checking details for accuracy—and member conversations where you listen, clarify, and confirm next steps.

Between interactions, you coordinate handoffs with teammates, keep notes current, and circle back on open items so nothing gets missed. You’ll also make time for short outbound touchpoints, helping keep relationships active and responsive. As the day wraps, you reconcile what’s pending, ensure work is completed to standard, and leave the queue ready for the next shift. Make your move

If you believe that this position matches your requirements, applying for it is a breeze. Best of luck!

Job Posted by ApplicantPro