Member Service Advisor III (Call Center & Digital Channels) jobs in United States
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SkyOne Federal Credit Union · 4 weeks ago

Member Service Advisor III (Call Center & Digital Channels)

SkyOne Federal Credit Union is seeking a Full-Time Member Service Advisor III to make a real impact on members' financial journeys. This role involves fostering financial relationships through exceptional consultative service across various channels and emphasizes cross-selling products while achieving performance goals.

BankingFinanceFinancial Services

Responsibilities

Engage directly with members, delivering exceptional service across various channels, including call center, email, live chat, and social media
Process transactions, update accounts, open new accounts, and take loan applications while addressing all member inquiries
Cross-sell SkyOne products and services, ensuring consistent meeting of credit union service standards
Support business development through outbound sales and service calls, helping to attract new memberships, loans, and deposits
Adhere to all policies and procedures and achieve individual and team performance goals while providing frontline coverage
Mentor new hires and lead team huddles

Qualification

Financial services experienceCross-selling skillsTelemarketing skillsFinancial products knowledgeSoftware proficiencyTyping skillsTech savvyProfessional imageInterpersonal skillsProblem-solving abilitiesConflict resolution skillsLeadership skillsCommunication skillsConfidentiality

Required

Minimum of 3 years' 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
Proficient in 10-key and typing skills
Excellent verbal and written communication skills
Tech savvy and familiar with chat bots, live chat features, and video conferencing
Demonstrates a consistent ability to build positive relationships, fosters interdependence and positively contributes to a collaborative work environment
A high degree of confidentiality
A positive, professional image within the workplace

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