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SouthPoint Financial Credit Union · 1 day ago

Member Advisor

North Mankato, MN, US

Full-time

Onsite

New Grad, Entry Level

$16.63/hr - $26.45/hr

SouthPoint Financial Credit Union is dedicated to empowering people to enhance lives, and they are seeking a Member Advisor to provide excellent service in their Digital Branch. The role involves assisting members with their financial well-being through various communication channels while promoting Credit Union products and services.

BankingFinanceFinancial ServicesNon Profit

Responsibilities

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 organizations 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

Processing transactions including but not limited to account transfers, loan payments, and wires

Performing 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

Initiating and processing 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 advisors

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

Qualification

Customer service skillsCommunication skillsAnalytical skillsOrganizational skillsMathematical skillsInterpersonal skillsTeam playerAdaptabilityAttention to detailProblem-solving skills

Required

Completion of high school education

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 circumstances

Demonstrated ability to solicit business and enhance member relationships through outbound member contact

Act as a team player with maturity, confidentiality and adaptability, including willing to adapt to changing job requirements/hours

Intermediate mathematical skills required (calculations and concepts involving decimals, percentages, fractions, etc.)