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Member Service Advisor I/Hybrid jobs in United States
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Franklin Mint Federal Credit Union · 21 hours ago

Member Service Advisor I/Hybrid

Franklin Mint Federal Credit Union is seeking a Member Service Advisor I to assist members with transactions, questions, and product knowledge. The representative will help members achieve financial success by accurately completing financial transactions and maintaining high service standards.
BankingCreditFinancial Services

Responsibilities

Accurately completes routine financial transactions including transfers, loan payments, stop payments, verify funds, address changes, check orders, and maintenance on all types of accounts in accordance with established policy/procedures
Responds to general member inquiries
Possesses a basic understanding of all functionality of FMFCU remote delivery systems, in an effort to service more routine member interactions. Educates members on the use of self-service technology. Maintains high service standards established for the department. This includes high answer rates, low wait times, low abandonment ratios, and strong member satisfaction scores thoroughly verifying member identification
Evaluates needs of potential members and offers appropriate financial products and services. Looks for referral opportunities to internal and external partners, such as eBranch, Wealth Management, Mortgage, insurance, credit card, etc
Operates various programs/software to accurately and efficiently assist members
Analyzes, researches, and resolves problems and discrepancies related to member accounts in an effort to provide first contact resolution. Refers problems that are beyond their authority to their supervisor
Identifies fraud and prevents future fraud
Ensures all credit union members and employee-related business is kept in the strictest of confidence which includes maintaining a secure work space at all times
Participates in and supports community events
Performs other duties as assigned
Is responsible for adhering to operational controls, including compliance with all required regulations and policies such as the Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) to ensure the safety and soundness of Franklin Mint Federal Credit Union and its members

Qualification

Customer/Member ServiceAnalytical/Problem SolvingMicrosoft OfficeSales/Negotiation SkillsInterpersonal/Team PlayerMotivated/Works IndependentlyVerbal/Written SkillsPrioritize/Multi-taskListening skillsSecondary language skillsOrganizational SkillsDetail Oriented

Required

1 year demonstrated ability to succeed in retail or call center environment required
High School Diploma or GED required
Strong demonstrated abilities required: Customer/Member Service
Strong demonstrated abilities required: Interpersonal/Team Player
Strong demonstrated abilities required: Motivated/Works Independently
Strong demonstrated abilities required: Sales/Negotiation Skills
Strong demonstrated abilities required: Analytical/Problem Solving
Strong demonstrated abilities required: Organizational Skills
Strong demonstrated abilities required: Detail Oriented
Strong demonstrated abilities required: Verbal/Written Skills
Strong demonstrated abilities required: Microsoft Office
Strong demonstrated abilities required: Prioritize/Multi-task
Ability to work a flexible schedule
Must maintain confidentiality
Strong listening skills
Ability to service members by making them feel welcomed, engaged, and significant with every interaction

Preferred

Previous experience working in a financial institution preferred
Secondary language skills desirable

Benefits

A competitive salary
Team Based Incentives and Performance Bonus Opportunities
Referral Incentive Opportunities
Generous Paid Time Off
Medical, Dental and Vision plans
Health Savings Account with employer contribution
Flexible Spending Accounts
401K with employer contribution and match
Employer paid life insurance/AD&D
Supplemental insurance plan options
Employer paid Short and Long term disability programs
Paid Family Leave
Tuition Reimbursement
Training and Development Programs
Paid Holidays
Paid Volunteer Time Off
Employee Assistance Programs
Pet Insurance
YMCA360 Access

Company

Franklin Mint Federal Credit Union

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Franklin Mint Federal Credit Union offers financial products and services, wealth management and other banking services to its customers.

Funding

Current Stage
Growth Stage

Leadership Team

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Michael Magnavita
President & Chief Executive Officer
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Drew Stanley
Executive Vice President - Chief Operating Officer
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Company data provided by crunchbase