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Red Canoe Credit Union · 5 hours ago

Contact Center Loan Member Advisor I

Longview, WA

Full-time

Onsite

New Grad, Entry Level

Red Canoe Credit Union is seeking a Loan Member Advisor I to provide excellent member service in their Contact Center. This role involves assisting members with financial needs, processing transactions, and maintaining accounts while delivering a high-quality member experience.

BankingFinanceFinancial Services

Responsibilities

Assist members with their accounts over the telephone

Process teller transactions which include withdrawals, deposits, Visa advances, payroll deduction changes

Aid with all credit union products and services, and products offered by Red Canoe Financial Group

Open and maintain all new accounts, products, and services

Handle complaints, troubleshoot, research, and maintain accurate records associated to services provided

Assist members by taking basic loan applications for VISA, LOC, Shared Secured, dealer loans with PO in Washington and Oregon, and internal refinances

Refer action to Senior Underwriting for recommendations and decisions

Effectively refer products and services and their features and benefits as outlined in the CUNA "Creating Member Loyalty" program

Track referrals, member relationships and contacts using the program software

Make quality product and service referrals to existing members & non-members

Sales efforts include, but are not limited to, referrals, buyouts, member surveys and out bound service calls

Maintain professional member service by meeting the quality service standard, SLA, and schedule adherence standards

Backing up CHAT, Email and other interaction queues as needed

Qualification

Consumer loans knowledgeCredit union products knowledgeMember service skillsSales performance trackingCommunication skills

Required

Thorough knowledge of credit union products, consumer loans, lines of credit and deposit products (such as savings, checking, money market, and certificate of deposit)

Ability to assist members with their accounts over the telephone

Experience processing teller transactions including withdrawals, deposits, Visa advances, payroll deduction changes

Ability to aid with all credit union products and services

Experience opening and maintaining new accounts, products, and services

Ability to handle complaints, troubleshoot, research, and maintain accurate records associated with services provided

Ability to assist members by taking basic loan applications for VISA, LOC, Shared Secured, dealer loans with PO in Washington and Oregon, and internal refinances

Ability to refer action to Senior Underwriting for recommendations and decisions

Ability to effectively refer products and services and their features and benefits

Ability to track referrals, member relationships and contacts using program software

Ability to maintain professional member service by meeting quality service standards, SLA, and schedule adherence standards

Dependability in adhering to the agent schedule start, break, lunch and end shift times