Member Advisor; On-Site - Kendall

Overview

The Member Advisor provides exceptional member service by serving as a consultant to members on a wide variety of deposit and loan transactions/inquiries including new accounts and loan applications/closings, resolving member issues accurately and in a timely manner, and effectively identifying members' needs and making appropriate referrals for Credit Union's products and services.

• Processes various types of transactions for members including cash and non-cash deposits, withdrawals, loan payments, transfers, cash advances, cashier’s checks, savings bonds, IRA deposits, CD withdrawals, etc.
• Services member accounts by preparing the necessary paperwork for wire transfers; processing stop payment requests, direct deposit payroll request forms, new/lost/stolen cards, check orders, and temporary checks; assisting with Online Banking setup; processing address change requests; and printing copies of checks and statements.
• Opens, closes, and provides member access to safe deposit boxes and completes necessary documentation.
• Discusses features and benefits of all credit union products and services in detail; maintains awareness of current promotions or campaigns.
• Maximizes every member contact as an opportunity to identify beneficial Credit Union products and services and makes appropriate referrals.
• Serves as “lobby leader” and assesses walk-in members' needs, directing them to the appropriate information source to ensure lobby efficiency and minimize waiting time.
• Serves as a school branch liaison at the Credit Union’s high school branches as necessary.
• Periodically participates in volunteer external networking and promotional events with local schools, colleges, and other community business partners.
• Participates in team meetings/daily huddles to provide input and ideas regarding branch business strategy.
• Assists members with opening Share Certificates and IRAs and processes account maintenance requests as needed.
• Processes new account requests and loan applications; possesses an intermediate level of knowledge with regards to loan closings.
• Obtains license to offer credit life and disability insurance on all lending products and understands other lending ancillary products such as GAP insurance and Vehicle Service Agreements to discuss benefits with members.
• Regularly follows up with members through the onboarding process for new accounts or obtaining necessary information for loan closings; assists with outbound calling as needed.
• Assists with training and mentoring of new Member Advisors to ensure all aspects of the skills checklist are mastered.
• Assists members with various advanced account maintenance including but not limited to account reconciliation, address changes, name changes, adding joint/beneficiary, share  account number changes, fraud disputes, letters, etc.
• Provides Notary, Medallion and Signature Guarantee stamp services.
• Processes approved Power of Attorney and Trust Account related transactions.
• Required to travel throughout the branch network to provide staffing assistance at all branch locations when necessary.
• Required to work on Saturdays.
• Performs other duties as assigned by management.

• Paid Birthday
• Paid Holidays
• Paid Sick and Personal Time
• Paid Vacation
• Tuition Reimbursement
• 401K (with matching funds) and CU contributions

• Seniority level:
  Entry level
• Employment type:
  
  Full-time
• Job function:
  Other