Associate Member Advisor jobs in United States
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Hoosier Hills Credit Union · 4 hours ago

Associate Member Advisor

Hoosier Hills Credit Union is an award-winning credit union recognized for excellence in member service. The Associate Member Advisor role focuses on creating outstanding member experiences by managing transactions, advising on products, and fostering relationships with both new and existing members.

FinanceFinancial Services

Responsibilities

Provide exceptional service aligned with Hoosier Hills Credit Union’s mission and Service Promises
Forge and maintain strong connections with new and existing members, delivering outstanding service
Execute transactions and manage account service requests efficiently and accurately
Perform transaction processing and account maintenance, addressing related inquiries promptly
Ensure precise and professional handling of transactions and interactions. Adhere to security guidelines for transactions and account maintenance. Follow protocols for supervisor overrides, safeguard cash, and assist with account and Service Center procedures. Adhere to BSA/AML regulations
Assist with online banking, statements, card activation, wire transfers, and general account maintenance. Act as a knowledgeable resource, support problem resolution, and always act in the best interest of the members
Identify and suggest HHCU products that meet members’ needs, enhancing their overall experience. Provide information on additional products and services that may help members achieve their financial goals
Communicate clearly with supervisors and team members. Contribute to planning, share improvement ideas, and engage in self-evaluation
Engage in continuous learning and self-improvement to drive personal and team development

Qualification

Customer InteractionCash HandlingAnalytical SkillsCommunication SkillsRelationship Building

Required

High school diploma or equivalent required
1-2 years' experience working in a retail setting with daily customer interaction
Outstanding verbal and written communication that makes every interaction impactful
A professional demeanor, and a can-do attitude that shines through
Ability to analyze data and make informed decisions in various situations
Skill in maintaining positive relationships with management, peers, and vendors

Preferred

Experience in cash handling and clerical office work preferred

Benefits

Comprehensive Benefits Package: Including health insurance, retirement plans, paid time off and much more.

Company

Hoosier Hills Credit Union

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hoosierhills is a full service financial institution offering consumer, mortgage & commercial lending as well as investment & title services

Funding

Current Stage
Growth Stage

Leadership Team

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George McNichols
President/CEO
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Travis Markley
President | CEO
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Company data provided by crunchbase