Service Advisor

Description

The Service Advisor serves as a welcoming point of contact for members and plays a vital role in delivering accurate and efficient transactions while providing outstanding service that reflects our commitment to our members. This position processes routine financial transactions, including deposits, withdrawals, and loan payments, ensuring accuracy, confidentiality and compliance with credit union policies and procedures. This role goes beyond transactional duties by actively listening to members, identifying opportunities to inform and connect them with relevant credit union products and services that benefit their financial well-being.

The Service Advisor directs members to a Relationship Advisor when more in-depth financial assistance is needed.

Our Core Values guide how we serve our members, support one another, and strengthen our community. Our WE Standards define how we show up every day ' across all branches, departments, and roles
-ensuring a consistent experience for members and a supportive environment for our teammates. Demonstrating and upholding our Core Values and WE Standards is a fundamental responsibility of every employee and is required in all positions throughout the organization.

• Receives and processes member financial transactions, including deposits, withdrawals and loan payments; transfers amounts from member accounts as directed. Posts transactions accurately to member accounts and maintains confidentiality of member information.
• Reviews member accounts to refer credit union products and services that will benefit the member; completes cross-sales.
• Assists with reconciling daily transactions ensuring cash, checks, vouchers and recylcers match system records. Assists with cash recyclers and the vault as needed.
• Welcomes members and provides routine information concerning credit union services; directs members to appropriate departments for specific information.
• Ensure compliance with all regulatory programs including but not limited to the Bank Secrecy Act, Office of Foreign Asset Control Program and Customer Identification Program. Assist other department personnel and performs other duties as assigned.

This Job Description is not a complete statement of all duties and responsibilities comprising the position.

• One month to twelve months of similar or related experience.

• A high school education or GED.

• Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication.

• Good communication skills. Able to type, use computer, credit union software, and general office equipment including 10-key calculator. Requires basic to intermediate knowledge of Microsoft Windows, Word, Outlook, and Excel.

• While performing the duties of this job, the employee is regularly required to use hands, and is required to talk and hear. The employee is frequently required to stand, sit, and walk occasionally for long periods at a time. Specific vision abilities required by this job include close vision, peripheral vision, and the ability to adjust focus. In addition, abilities for assessing the accuracy, neatness and thoroughness of the work assigned is required.
• The physical demands described here are representative of those that must be met by an…