Member Advisor Job Saint Cloud area,Minnesota USA,Finance & Banking

Description

ud Financial Credit Union, we are passionate about our vision to make a meaningful difference through human connection. Each employee will demonstrate our core values and mission:
To make a difference for all, we advocate for people through a member-focused culture, an enthusiastic employee environment, and purposeful action within our community.

The Member Advisor 1 is responsible for building relationships with members by assisting with a variety of member service and teller functions involving the accurate handling of money, resolving account-related problems, and assisting members in utilizing products and services based on their unique needs. This high-contact position thrives in a fast-paced, member-focused environment and helps set SCFCU apart from the competition by making a meaningful difference with members and representing the credit union in a positive and professional manner.

ESSENTIAL

FUNCTIONS AND RESPONSIBILITIES

Make meaningful connections with members to build relationships that move beyond banking and single interactions to those where members feel known and valued as people. Actively manage lobby traffic and workflow while being flexible with other roles in the branch so members are given efficient service and know that their time is valued. (30%)
Create a professional, courteous, and friendly atmosphere where member expectations are exceeded. Follow up on all interactions when appropriate. (20%)
Proactively work to earn members' business by learning about their goals and offering products and services that meet their needs. (15%)
Develop and maintain a thorough understanding of policies, procedures, and regulations that affect the position, and solid knowledge of credit union products, services, delivery channels, and financial health. Share expertise with co-workers and members. (15%)
Accurately open new accounts and process member transactions. Secure cash drawer, maintain appropriate cash levels and necessary supplies, and balance in accordance with the credit union's balancing policy. Allow members to access their safe deposit boxes and perform other duties as assigned. (10%)
Build relationships with co-workers and strive to make this a desirable place to work. Take ownership in co-worker interactions to develop creative solutions, resolve problems, and build respectful working relationships. Be open-minded to new feedback, ideas, and processes. (10%)

PERFORMANCE MEASUREMENTS

Enthusiastically serve every member with whom contact is made, meeting or exceeding all credit union service standards.

Actively manage lobby traffic and all workflow of member service areas while remaining flexible with other roles in the branch.

Develop and maintain thorough knowledge of all credit union products and services and cross-sell as opportunities arise.

Obtain and maintain knowledge of all procedures, policies, and regulations affecting the position.

Process member transactions and balance cash drawer accurately.

Attend all department, staff, and training meetings as requested.

Report certain monetary transactions and any suspicious activity, as outlined in the credit union's Bank Secrecy Act policy, to the credit union's designated BSA Officer.

Requirements

KNOWLEDGE AND SKILLS

EXPERIENCE

One year to three years of similar or related experience.

EDUCATION

A high school education or GED.

INTERPERSONAL SKILLS

Work involves contact with people beyond immediate associates regarding routine matters for the purpose of giving or obtaining information which may require some discussion. Outside contacts take the form of service to the public (members or vendors), requiring ordinary courtesy in providing assistance and information.

OTHER SKILLS

Prior sales/retail or service industry experience.…