REV Federal Credit Union · 5 months ago
Member Advisor
Charleston, South Carolina, United States
Full-time
Onsite
Entry Level
1+ years expREV Federal Credit Union is committed to building trusted financial relationships with its members. The Member Advisor plays a key role in providing high-quality service, expert guidance, and operational excellence, ensuring a personalized experience and assisting members with their financial needs.
FinanceFinancial ServicesNon Profit
Responsibilities
Serves as the primary point of contact for members, ensuring every interaction is welcoming, efficient, and solutions-oriented
Greets members promptly and professionally while building rapport and trust through genuine engagement
Listens actively to member needs and provides tailored recommendations for products, services, and tools that support their financial goals
Resolves member questions, concerns, and account issues with a sense of ownership and urgency
Demonstrates commitment to service excellence by following up when necessary and exceeding expectations
Demonstrates and educates new members on digital tools including PC Banking and Bill Payment systems
Completes special service requests such as immigration letters and pre-authorized draft forms; assists with Forgery Affidavits and routes them appropriately
Executes financial transactions accurately and opens new accounts with attention to compliance, detail, and member education
Processes deposits, withdrawals, payments, transfers, and other standard transactions efficiently and with a high degree of accuracy
Opens and services personal accounts, including checking, savings, certificates, and IRA accounts
Performs account maintenance, including changes to account ownership, address updates, and more complex servicing needs
Orders and issues checks for members as needed
Assists members with checkbook balancing, stop payments, and fee refunds (e.g., NSF fees, check order fees, safe deposit box fees)
Compiles paperwork for services such as direct deposit, payrolls, allotments, and automatic transfers
Handles all transactions pertaining to IRA accounts with attention to compliance and documentation
Partners with teammates to identify member needs and deliver relevant solutions that deepen engagement
Conducts needs-based conversations to uncover opportunities for loans, credit cards, insurance, or investment referrals
Refers members to internal specialists and partners (e.g., lending officers, financial advisors) as appropriate
Achieves monthly sales volume goals by cross-selling appropriate products and services to members
Maintains knowledge of current products, promotions, and policies to confidently advise members
Maintains high standards for operational accuracy, branch security, and risk mitigation
Balances and maintains assigned cash drawer and/or vault according to policy
Assists with daily branch operations including ATM balancing, night drop, and opening/closing procedures
Posts and balances payroll deposits from groups within the field of membership
Ensures timely completion of logs, reports, and documentation in accordance with internal controls
Adheres to all regulatory guidelines, including BSA, OFAC, and privacy standards
Participates in audits, compliance training, and continuous improvement initiatives
Assumes responsibilities for related duties as required or assigned
Qualification
Required
High School diploma or equivalent
Minimum one (1) year of financial institution, retail banking, or customer-facing sales and service experience
Experience opening accounts or performing comparable servicing duties
Strong attention to detail with proven accuracy in handling transactions and documentation
Excellent interpersonal, communication, and problem-solving skills
Proficiency with digital tools and comfort navigating multiple systems
Demonstrated desire to grow within the organization
Compliance with all governing regulations, especially the Bank Secrecy Act (BSA), OFAC and the Patriot Act requirements. Understands and complies with all state and federal regulations and laws
Preferred
Enthusiastic: Shows intense and eager enjoyment and interest
Dedicated: Devoted to a task or purpose with loyalty or integrity
Detail Oriented: Capable of carrying out a given task with all details necessary to get the task done well
Team Player: Works well as a member of a group
Ability to Make an Impact: Inspired to perform well by the ability to contribute to the success of a project or the organization
Goal Completion: Inspired to perform well by the completion of tasks
Growth Opportunities: Inspired to perform well by the chance to take on more responsibility
Self-Starter: Inspired to perform without outside help
Bilingual ability a plus
Company
REV Federal Credit Union
REV Federal Credit Union has been proudly serving the financial needs of its members since 1955.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
$3.72MKey Investors
Community Development Financial Institutions Fund
2023-04-10Grant· $3.72M
Leadership Team
Jason Lee
President/CEO
Zac Streelman
Chief Technology Officer
Recent News
2025-04-26
WilmingtonBiz
2023-12-22
WilmingtonBiz
2023-12-22
Company data provided by crunchbase