Apply on Employer Site

Blackhawk Community Credit Union · 21 hours ago

Member Advisor

Milton, WI, US

Full-time

Onsite

Entry Level

2+ years exp

Blackhawk Community Credit Union is dedicated to providing exceptional service to its members. The Member Advisor role involves welcoming members, processing financial inquiries, and promoting financial education while ensuring the security of credit union assets.

Credit CardsFinancial Services

Comp. & Benefits

Responsibilities

Provides friendly, helpful service that promotes financial discipline through:

Preparing for daily interactions with a professional image and an organized workstation

Maintaining knowledge of BHCCU products and processes

Proactively greeting members with a smile, handshake, introductions, and full attention

Taking responsibility for waiting members

Understanding the member’s objectives by asking appropriate questions and listening to the member’s responses

Recommending the best solution or guiding the member to the appropriate staff to accomplish the member’s needs and strengthen their financial well-being

Processing the transaction accurately and efficiently

Following up with the member to ensure satisfaction and to provide encouragement

Utilizes expert knowledge to open consumer and business deposit accounts and convenient services, and to identify member needs with loans following established underwriting criteria

Teaches members to use the account or service to improve their financial well-being and provides any ongoing correspondence

Accurately and efficiently prepares member documents

Utilizes basic knowledge to identify member needs with investment services and seamlessly refers members to appropriate staff

Fulfills member service requests including account maintenance, research, reconciliation, and correction

Secures the credit union’s assets by handling cash and negotiable instruments in a consistent manner, properly identifying members, keeping member information confidential, balancing at the end of each business day, and completing necessary reports that summarize daily activities

Maintains up to date knowledge and adheres to all regulations, policies, procedures, and standards that pertain to this position

Follow processes and procedures established to ensure compliance with the Bank Secrecy Act (BSA), Anti-Money Laundering (AML) and Combating Financing of Terrorism (CFT). Complete required annual AML/CFT training to ensure you understand your responsibilities that apply to AML/CFT, including:

CIP (Customer Identification Program)

CDD (Customer Due Diligence)

Beneficial Owner identification and verification

Prohibited Account Types

CTRs (Currency Transaction Report)

SARs (Suspicious Activity Report)

OFAC (Office of Foreign Assets Control)

Monetary Instruments

Performs other duties as assigned, including filling in for other departments as member demand necessitates