Member Services Advisor II jobs in United States
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SkyOne Federal Credit Union · 5 days ago

Member Services Advisor II

SkyOne Federal Credit Union is seeking a Member Services Advisor II to enhance member interactions and provide tailored financial solutions. In this role, you will develop member relationships, process transactions, and support business development through outbound sales efforts.

BankingFinanceFinancial Services

Responsibilities

Develop and nurture member relationships through high-quality consultative service
Identify member needs and match them with value-added products and services
Process transactions, update accounts, open new accounts, take in loan applications, and address all member inquiries
Support business development efforts by conducting outbound sales and service calls
Provide frontline coverage at our branches and call center

Qualification

Financial services experienceCross-selling skillsTelemarketing skillsFinancial products knowledgeSoftware proficiencyProfessional imageCommunication skillsProblem-solving skillsConflict resolution skills

Required

Minimum of one-year experience in a financial services call center
Strong cross-selling and telemarketing skills
Excellent member service and telephone communication skills
Strong knowledge and understanding of financial products and services
Windows, Word, Excel, and Internet proficiency
A high degree of confidentiality
A positive, professional image within the workplace
Effective verbal and written communication skills

Company

SkyOne Federal Credit Union

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SkyOne is a Federal Credit Union that provides financial services specifically for aviation professionals and their families.

Funding

Current Stage
Growth Stage
Total Funding
$15M
2024-02-14Debt Financing· $15M

Leadership Team

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Joseph Whitaker
President & CEO
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Scott Ko, CPA, MBA
Chief Financial Officer
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Company data provided by crunchbase