Sr. Member Experience Advisor

Description

The Sr. Member Experience Advisor will engage prospective and current members in a professional and courteous manner, and will be responsible for gathering the required information to open accounts, promote current products and service, educate account holders on credit union policies and ensure that member requests and questions are promptly and accurately resolved.

• Assist members with opening new personal and business accounts, process changes to existing accounts, and provide on-site support for credit/debit card issues.
• Ensure that members are informed of the policies of and the services provided by the Credit Union, to include eligibility for membership, types of available accounts, interest dividend rates, payroll deduction options, and other related services and information.
• Receive, review and submit documentation for specific consumer loans, including signature and auto loans, debit/credit cards, share secured and credit builder loans.
• Relay credit decisions to the members.
• Verify and balance transactions and cash totals.
• Process wire transfers, IRA/CD deposits and withdrawals.
• Open and close computer terminal accounts daily.
• Monitor deposit amounts and examine documents for endorsement and negotiability.
• Detect and resolve discrepancies promptly.
• Assist with loan processing and posting loan payments.
• Assist with vault duties.
• Maintain privacy of member account information.
• Provide backup support and guidance to Representatives, Advisors and Agents as needed.
• Keep a clean, organized work area and a professional appearance.
• Provide feedback to supervisor of any significant problems or concerns.
• Complete required reports and records accurately and promptly.
• Attend meetings as required.
• Complete other duties as assigned.

• High school diploma or equivalent required.
• 3+ years’ Member Service Representative/Teller experience required.

• Excellent knowledge of policies and procedures.
• Excellent mathematical and problem solving skills.
• Excellent written, listening and verbal communication skills.
• Excellent customer service skills.
• Basic understanding of Credit Union operations.
• Ability to operate 10-key series.
• Ability to maintain discretion and confidentiality.
• Must have the ability to multitask, prioritize, and adapt to a consistently changing environment.
• Proficient in Microsoft computer applications.