Enrichment Federal Credit Union · 3 weeks ago
Member Advisor
Wartburg,TN,US
Full-time
Onsite
New Grad, Entry LevelEnrichment Federal Credit Union is a non-profit organization focused on helping people with their financial well-being. The Member Advisor serves as an ambassador for the credit union’s digital branch experience, providing personalized financial guidance and ensuring a seamless journey for members using various services.
Financial Services
Responsibilities
Promptly greet each member with warmth and professionalism, using open-ended questions to understand their needs and provide proactive, guided support throughout their visit
Guide members to the appropriate service areas such as ITMs, account support, or consultations based on their individual needs, while providing continuous support throughout their visit
Maintain continuous engagement with waiting members through eye contact and conversation
Maintain knowledge to effectively support member needs, resolve card and online banking challenges, support account research, updates, and troubleshooting. Provide assistance with dispute resolution and fraud prevention
Offer demonstrations and provide hands-on assistance to build member confidence in digital tools
Foster a member-centric culture that emphasizes tailored financial advice and easy access to digital services
Support members in achieving their financial goals by providing personalized guidance on budgeting, debt management, savings strategies, credit building, and goal setting, while promoting overall financial wellness through education
Build lasting relationships by understanding member goals and offering tailored financial solutions
Assist members with account services when they prefer in-person support, managing necessary data entry, forms, signatures, and documentation to meet their needs
Manage updates to personal information, card replacements, account ownership changes, and support members in adding new products or services to their account
Educate members on credit union products, digital banking tools, and self-service options
Encourage adoption of digital services to enhance convenience and accessibility
Address sensitive member concerns with empathy and professionalism, resolving issues promptly and thoughtfully, and escalate to management when appropriate
Collaborate closely with cross-functional teams to reduce ITM service interruptions and downtime, partner with other departments to meet member needs and deliver a seamless experience
Embrace and apply EFCU’s guiding principles to all activities and responsibilities. This includes the Credit Union’s Mission, Vision, Core Values, member relationship and service standards, and be committed to minimizing variation and maximizing value. Support the Credit Union’s initiatives by demonstrating teamwork and professionalism
Meet or exceed established individual and/or team goals through the consistent application of EFCU’s member relationship and service standards in all member interactions. Support marketing programs and promotions by creating member awareness
Responsible for regular and predictable attendance including punctuality
Participate in all required and recommended training and development. Participate in credit union team projects when the opportunity arises
Adhere to credit union policies, procedures, and regulatory requirements. Ensure privacy and security standards are upheld in all member interactions
Perform other duties and responsibilities as required or assigned by management
Qualification
Required
Two or four-year college degree preferred or equivalent member/customer service experience in a related field
Driven by innovation and energized by building relationships, with a strong passion for member service and financial wellness
Dedicated to empowering members through every interaction, using excellent interpersonal, communication, and active listening skills
Certified in financial counseling or committed to obtaining certification within six months
Proficient in educating members, promoting credit union products and services, and navigating digital banking platforms and technology-driven tools
Skilled in detecting fraudulent or suspicious activity, both digitally and in-branch, while maintaining member confidentiality and exercising sound judgment under pressure
Detail-oriented and efficient, with strong time management and organizational skills to meet deadlines in a fast-paced environment
Adaptable and innovative, embracing new technologies and multitasking professionally in a dynamic branch setting
Collaborative and team-focused, consistently supporting team goals with a proactive, can-do mindset and a commitment to excellence
Strong foundation in math and problem-solving, with comprehensive knowledge of credit union operations, policies, and services to deliver member-focused solutions
Capable of working independently or as part of a team, demonstrating integrity, professionalism, and a positive attitude
Requires sitting and/or standing 6-8 hours a day; Stress related to important decisions. Must be able to work a flexible schedule to include weekends and occasional after hours as necessary
Benefits
Medical, Dental, and Vision Insurance
Company paid Long-Term Disability, Basic Life, and AD&D
401k and Company Match
Vacation, Sick time, and Holiday pay
Employment Assistance Program
End of Year Bonus
Company
Enrichment Federal Credit Union
Enrichment FCU is here to enrich financial life with exceptional products and services through your entire life journey.
Founded in 1950
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase