Member Advisor

South Point Financial Credit Union provided pay range

This range is provided by South Point Financial Credit Union. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

$16.63/hr - $26.45/hr

Serve as a Member Advisor in the Credit Union Digital Branch. The primary responsibility is to provide excellent service by demonstrating the principals of South Point Financial Credit Union and adhering to the vision of “
Empowering People to Enhance Lives
”. This position must also support and embody the core values of South Point:

• Our Purpose is our Passion.
• We Champion Fearless Grit.
• It’s not about me, it’s about we.

Responsible for assisting members in their financial well‑being by telephone, chat, video, and ITM in a fast‑paced environment. Accountable to cross‑sell Credit Union products and services related to daily transactions, new accounts, consumer loans, and mortgage products. This position serves as backup to the operational duties supporting growth within South Point. Friendly, professional, and personal service toward all South Point Financial Credit Union members is mandatory.

• Answer incoming calls, chats, videos, ITM, and email communications and provide first call resolution.
• Adhere to and uphold the Credit Union’s core vision and mission in supporting the organization’s efforts in promoting a culture of doing the right things, for the right reasons.
• Advise on products and services offered by the Credit Union to meet members’ needs.
• Create long lasting relationships through building trust and understanding with our members.
• Process transactions including but not limited to account transfers, loan payments, and wires.
• Perform account research, balance inquiries, card research, online and mobile research.
• Be proficient in the electronic services that members and staff use daily to be the first line of defense for internal and external troubleshooting and support.
• Be the first line of response to resolve member issues, questions and complaints. Research, investigate, and document member problems or complaints and/or direct these matters through proper channels when appropriate to ensure follow-up to achieve member satisfaction.
• Input, update, and process account information as necessary.
• Initiate and process account and loan applications.
• Interview loan applicants and objectively support underwriting consumer loan applications.
• Input real‑estate loan applications in a timely manner, set appointments, complete necessary loan documents, and disburse funds using discretion in accordance with established guidelines and procedures.
• Review member financial data, including credit reports, to identify and assist and educate members with selecting the products and services that best meet their needs and recommend other complimentary services to enhance member’s financial well‑being to support member and credit union growth.
• Follow up with members to enhance relationships and engage in additional cross‑sell opportunities to build relationships and loyalty.
• Initiate outbound calls to potential and existing members. Assist in identifying potential outbound opportunities.
• Strive to improve the member experience through each interaction, by creating long lasting relationships taking the time to understand the unique member to be their trusted advisor.
• Perform other duties as assigned.

• Perform clerical support duties as necessary.
• Assist with various marketing activities.
• Abide by all Bank Secrecy Act responsibilities for this job role.

• Excellent communication and customer service skills and display a professional image.
• Professional, well‑developed interpersonal skills are essential for serving members and projecting a positive image as a representative of the Credit Union.
• Highly organized, self‑motivated, and self‑managed.
• Excellent analytical and decision‑making skills, attention to detail, accuracy, and thoroughness.
• Able to work under pressure, to process multiple tasks concurrently with a high degree of accuracy, and able to interact and maintain a positive attitude under challenging…