Member Advisor in Financial Services

Position: Member Advisor Role in Financial Services
Join Innovation Federal Credit Union as a Full-time Member Advisor. Use your skills in communication and service to assist members with their financial needs and product inquiries.

Innovation Federal Credit Union is looking for a dedicated Member Advisor to enhance our quality member service. This full-time role focuses on providing professional advice and guidance on various financial products, ensuring that member satisfaction is achieved through effective use of services and digital tools. Candidates must demonstrate a strong commitment to service excellence.

Key Responsibilities:

• Act as the first line of contact and resolution for members

• Provide advice on financial products comprehensively

• Promote and sell our full range of offerings

• Manage an assigned portfolio with confidence

• Utilize digital solutions for enhanced member service

Requirements:

• Completion of a high school diploma or GED

• Requires excellent communication and people skills

• Dedication to Accountability, Integrity, and Respect

• Detail-oriented with an awareness of risks

• Proficient in multiple Microsoft 365 tools

Maximize your potential in customer service and digital interactions to support members at Innovation Federal Credit Union.
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