Member Advisor - Float

Join to apply for the Member Advisor - Float role at South Point Financial Credit Union

This range is provided by South Point Financial Credit Union. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

$18.38/hr - $29.24/hr

Serves as a Member Advisor - Float in the Credit Union branch setting. The primary responsibility is to provide excellent service by demonstrating the principals of South Point Financial Credit Union and adhering to the vision of “Empowering People to Enhance Lives”. This position must also support and embody the core values of South Point:

• Our Purpose is our Passion.
• We Champion Fearless Grit.
• It’s not about me, it’s about we.

The Member Advisor – Float is responsible for assisting members with their financial well‑being through needs based sales. This includes uncovering and offering products and services that meet the immediate and future needs of our members, and developing meaningful relationships through referrals and external outreach. Accountable to cross‑sell Credit Union products and services related to daily transactions, new accounts and consumer loans.

Friendly, professional and personal service toward all South Point Financial Credit Union members is mandatory. The Member Advisor – Float provides support across multiple locations as needed, filling in for team members and assisting with day‑to‑day operations. This role requires flexibility and adaptability to work at various branch locations based on business needs and staffing requirements.

• Greeting and welcoming current and non‑members into the branch, as well as our drive thru areas.
• Create long lasting relationships through building trust and understanding with our members.
• Strive to improve the member experience through each interaction, to give back to our members and our communities and to help our members and team mates to be successful.
• Adhere to and uphold the Credit Union’s core vision and mission in supporting the organizations efforts in promoting a culture of doing the right things, for the right reasons.
• Review financial data and member credit files and recommend consumer loan and credit solutions that are available to the member.
• Advise on products and services to meet members’ needs that are offered by the Credit Union.
• Open new accounts, perform account inquiries and transactions, and create instant issue debit cards, loan inquiries, online banking, mobile banking and referral opportunities.
• Work with members on budgeting and financial goals to ensure financial success and seek opportunities to better the members experience by showing more efficient and effective ways to complete their banking needs.
• Resolve member issues, questions and complaints. Research, investigate, and document member problems or complaints and/or direct these matters through proper channels to ensure follow‑up to achieve member satisfaction.
• Abide by all Bank Secrecy Act responsibilities for this job role.
• Perform other duties as assigned.

• Excellent communication and customer service skills and display a professional image, with a demonstrated ability to build open and honest relationships.
• Professional, well‑developed interpersonal skills essential for serving members and projecting a positive image as a representative of the Credit Union.
• Highly organized, self‑motivated and self‑managed, including setting personal goals.
• Excellent analytical and decision making skills, attention to detail, accuracy and thoroughness.
• Able to work under pressure, to process multiple tasks concurrently with a high degree of accuracy, and able to interact and maintain a positive attitude under challenging circumstances.
• Demonstrated ability to solicit business and enhance member relationships through outbound member contact.
• Act as a team player with maturity, confidentiality and adaptability, including being highly flexible and willing to adapt to changing job requirements/hours.

• High school diploma or GED required, Associate’s Degree or equivalent preferred.
• 2‑3 years of…