SouthPoint Financial Credit Union · 1 day ago
Member Advisor - Float
Buffalo, MN, US
Full-time
Onsite
Entry, Mid Level
$18.38/hr - $29.24/hr
2+ years expSouthPoint Financial Credit Union is a member-focused organization dedicated to empowering individuals to enhance their lives. The Member Advisor - Float is responsible for providing exceptional service to members, assisting them with financial well-being, and promoting Credit Union products and services across multiple locations.
BankingFinanceFinancial ServicesNon Profit
Responsibilities
Greeting and welcoming current and non-members into the branch, as well as our drive thru areas
Create long lasting relationships through building trust and understanding with our members
Strive to improve the member experience through each interaction, to give back to our members and our communities and to help our members and team mates to be successful
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
Review financial data and member credit files and recommend consumer loan and credit solutions that are available to the member
Advise on products and services to meet members’ needs that are offered by the Credit Union
Open new accounts, perform account inquiries and transactions, and create instant issue debit cards, loan inquiries, online banking, mobile banking and referral opportunities
Work with members on budgeting and financial goals to ensure financial success and seek opportunities to better the members experience by showing more efficient and effective ways to complete their banking needs
Resolve member issues, questions and complaints. Research, investigate, and document member problems or complaints and/or direct these matters through proper channels to ensure follow-up to achieve member satisfaction
Abide by all Bank Secrecy Act responsibilities for this job role
Perform other duties as assigned
Qualification
Required
High school diploma or GED required
2-3 years of customer service experience
Professional and effective communication skills
Effective time management and critical thinking skills
Intermediate computer skills (able to utilize multiple systems simultaneously)
Position requires frequent travel to other branches. Must possess a valid driver's license
Preferred
Associates Degree or equivalent preferred
1-2 years of lending preferred
Benefits
Medical Insurance
Vision Insurance
Dental Insurance
Life and AD&D Insurance
Health Savings Account / Flexible Spending Account
401k and 401k Matching
Paid Time Off
13 Paid Holidays
Long-Term Disability Insurance
Student Loan Debt Assistance
Pet Insurance
Logo Wear Benefit
Employee Assistance Program (EAP)
Company
SouthPoint Financial Credit Union
SouthPoint Financial Credit Union provides guidance and financial services.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Jay Gostonczik
Chief Executive Officer
Alan Peterson
Chief Financial Officer
Company data provided by crunchbase