WyHy Federal Credit Union · 1 week ago
Member Service Advisor - Contact Center
Cheyenne, WY, US
Full-time
Onsite
Entry Level
2+ years expWyHy Federal Credit Union is a Member-Owned Financial Cooperative dedicated to helping its members achieve financial success. The Member Service Advisor serves as a versatile expert in providing exceptional service through various technical delivery channels, handling tasks from simple transactions to mortgage applications.
BankingCommunitiesFinancial Services
Responsibilities
Build effective relationships with members, efficiently uncovering and implementing personalized financial solutions
Articulate the benefits and features of our products and services while assisting members with basic financial planning and budgeting
Complete membership and loan applications with members
Achieve production and service benchmarks
Conduct outbound calls to members to follow-up on inquiries and provide potential solutions to members
Research and resolve member account issues
Handle transaction requests, such as transfers, loan payments, deposits, disputes and stop pays
Conduct dual control and auditing functions
Refer members to third party partners for alternative financial products and services when appropriate
Rotate various activities ensuring proper team coordination to provide excellent member service
Inform and train members regarding convenience of Mobile and Remote services
Comply with all department and company policies, procedures and regulations
Qualification
Required
A high school education
Two or more years of experience utilizing sales or customer service skills, or the equivalent combination of schooling and related experience
This position requires a perceptive person who is capable of relating to individuals at all levels
Professional, well-developed interpersonal skills, with excellent verbal and written communication skills
Excellent member service skills, attentiveness, information retention, tact and diplomacy in dealing with both members and co-workers
A positive, can-do attitude with inquisitive curiosity
Ability to drive sales through engagement of members, solution selling, and sharing product knowledge
Resiliency and extreme adaptability in a fast-paced environment
Excellent time management skills
Strong math skills
Strong analytical and problem-solving skills; detail-oriented with a high degree of accuracy
Competence with office machinery
Familiarity with Microsoft Word, Excel, and Outlook software
Ability to learn all internal computer programs essential to job junctions
Ability to make sound decisions. This may include making on-the-spot decisions regarding member transactions; weighing member satisfaction issues with the Credit Unions' exposure to loss or fraud and the ability to think through and rationalize decisions
Ability to maintain member confidentiality
Knowledge of the credit union and competitor's products and services, pricing, delivery mechanisms, and marketing approaches
Core operating hours of 7:45 AM to 5:15 PM Monday – Thursday (5:45 PM Friday), with occasional Saturday shifts of 8:45 AM to 12:15 PM
Requirement to be bonded. Successful background check including personal credit report and criminal record
Preferred
College Degree
Experience in call center, handling loan applications, and/or sales
Experience in a retail environment of a bank or Credit Union
Benefits
Competitive pay and incentive program
Generous PTO
Health, dental, vision, life and disability insurance
Identity Theft Recovery Services
Gym membership allowance
Pet insurance allowance
Holiday pay, including paid birthdays and work anniversaries off
401K with a generous employer match
Company
WyHy Federal Credit Union
WyHy Federal Credit Union serves the financial and banking needs throughout the state of Wyoming.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Bill Willingham
President/CEO
Yvonne McGee
Chief Financial Officer
Recent News
2025-03-18
2025-03-11
2023-11-03
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