Member Advisor

Job Description

Member Advisor

Member Advisor

Mitchell Service Center - Mitchell, IN 47446

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Overview

Salary Range

$22.08 - $29.43 Hourly

Travel Percentage

Up to 25%

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Description

Member Advisor

Summary/Objective

The Member Advisor (MA) is responsible for delivering exceptional service by ensuring that Hoosier Hills Credit Union Members receive personalized support and are offered the right products and services to meet their financial needs. This role focuses on building new relationships while deepening existing ones, creating a member experience that consistently exceeds expectations. Through consultative conversations and genuine collaboration, the MA identifies opportunities to recommend tailored financial services solutions, guiding Members toward achieving their financial goals.

In addition, the MA provides comprehensive support by handling transactions, account maintenance requests, product and service inquiries, new account openings, and loan applications with efficiency and care.

Responsibilities

Mission and Service Is an integral part of the Hoosier Hills Credit Union and Service Center team in living out our corporate mission; To be better for our members by making a positive difference in their lives and the communities we serve."

• Consistently delivers outstanding service to both internal and external members that is in alignment with the Credit Unions Service Promises.
• Always acts in the best interest of the member and the Credit Union.
• Maintains the highest level of professionalism when interacting with members through friendly, informative, and helpful communications, which are key to understanding and identifying member needs, solving problems and in representing the Credit Union.
• Increases member satisfaction by taking ownership of each request and being highly responsive to the needs of members and in finding solutions that meet or exceed their expectations.
• Builds rapport by establishing credible relationships with members and prospective members through consistent high-quality service.
• Utilizes other business units as needed to assist members.

Member and Business Focus Continuously champions knowledge of and experience with member interactions to be a trusted resource in developing and expanding the membership with each opportunity for member interaction.

• Creates business value for the membership and aligns the organization with success by constantly targeting and selecting product and service solutions that are best for the member so that their financial goals may be achieved.
• Serves as a trusted resource to members and fellow team members by possessing strong knowledge of HHCU products, services, and member experience standards, and always acts in the best interest of the member.
• Engages in problem resolution from start to finish by clarifying the issue, determining the cause, and following up to ensure there is a resolution.
• Achieves expected sales and service results by taking personal ownership of referral and cross-selling processes and aligning personal goals with the goals of the organization.

Acumen and Technical Savvy - Possesses proficiency in account maintenance, lending, banking systems, and process knowledge to ensure records accuracy, policy compliance and member satisfaction with every transaction.

• Performs teller transactions, account maintenance, opening of new accounts, and processing loans in a proficient and accurate manner within security guidelines and with few errors.
• Resolves problems or discrepancies concerning member accounts and transitions between responsibilities effectively and efficiently to meet the needs of the members.
• Underwrites consumer loans according to established policies, guidelines, and procedures to find solutions that fit member needs while minimizing risk.
• Advises and assists with budget counseling, consolidations, pay methods, and other areas relating to members financial needs.
• Performs branch opening and closing procedures as assigned by supervisor.
• Completes annual Bank Secrecy/OFAC and any related training annually as assigned by Training or Compliance Staff. Comply with all applicable BSA/AML laws, rules, regulations, policies, and business practices established by Credit Union management.

Teamwork and Collaboration - The consistent focus on team involvement and in personal growth through sharing and implementation of creative ideas that provide membership business value and enhance a positive work environment.

• Maintains supportive communication with supervisor and team members, reports problems, developments, changes, and other important information regarding responsibilities.
• Makes plans happen through awareness, involvement, constant communication, and continual learning.
• Shares opportunities for improvement with appropriate managers. Performs on-going self-evaluation.
• Attends and supports branch events and other community outreach efforts as needed and attends to operational needs and issues as they arise.
• Strives to improve self and team to…