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Interra Credit Union · 2 days ago

Member Advisor I

Lagrange, Indiana, United States

Full-time

Onsite

Entry Level

1+ years exp

Interra Credit Union is a financial institution dedicated to building trust with its members. As a Member Advisor I, you will cultivate and enhance relationships with members, ensuring a positive experience while analyzing their financial needs and providing appropriate solutions.

Financial Services

Responsibilities

Create a positive and memorable member experience by cultivating, maintaining, and enhancing relationships in person, over the phone, or other channels as appropriate. Assist with problem resolution within scope of authority. Develop relationships with prospective members, managing the overall relationship building process and following up on leads. Ensure timely follow-up communication with members following sales to make certain ongoing member satisfaction is tracked and improved and to assist in resolving any complaints. Responsible for referring more complex problems to senior authority along with resolution recommendations. Open, close, and perform file maintenance on accounts for members. Review all account documents for completeness and accuracy and submit them in the appropriate timeframe

Analyze member credit data and other related financial information to ensure members are in the appropriate solutions that align with their needs. Maintain a high level of knowledge of all products and services offered by Interra Credit Union. Contact new and existing members about products and services identified through specific marketing campaigns

Process consultant transactions and adhere to balancing guidelines. Provide support to other branches to include working weekends and/or extended hours as required to operate the business. May assist in training of new teammates. Maintain knowledge of regulations (i.e., Reg CC, Bank Secrecy Act, OFAC, Patriot Act, Reg E, Reg DD, etc.), and model the ethical behavior expected from every employee. Other job duties as assigned

Engage with sales teams, subject matter professionals, and support departments to nurture and drive member account and loan leads through to close

Qualification

Customer serviceRelationship buildingCredit analysisProblem resolutionSales supportCommunication skillsTeam collaboration

Required

1+ year customer service experience in banking, retail, or related field

A high school diploma or equivalent

Must have and maintain a valid driver's license and the ability to become a notary public

Preferred

Demonstrated success in identifying, initiating, and nurturing new or on-going business opportunities; self-starting, results oriented professional

Must be able to work in a team environment with the ability to interact in a positive manner with peers, management, and other departments

Professional level of verbal and written communication skills are essential to the position

Capable of analyzing credit and financial information

The ability to motivate or influence internal staff and external members is a critical part of the job, requiring a significant level of influence and trust

Ability to evaluate pros and cons, risks, and benefits of different solution options by asking the right questions and acquiring data from multiple and diverse sources when solving problems

Demonstrated ability to plan and prioritize work to meet commitments by breaking down objectives into appropriate actions and anticipate and adjust plans as needed

Ability to provide world class member service while executing Interra's vision, mission, and delivery of Core Values