Member Service Advisor

Primary Function : Welcome members to the Credit Union, and deliver excellent service by identifying member needs and financial solutions.

Process consumer loan applications, make loan decisions, process transactions, and account changes according to member requests and Credit Union policies and procedures.

• Process accurate and timely account transactions and maintenance.
• Provide members with the features and benefits of our current products and services in order to find solutions for their financial needs.
• Accurately open member and business accounts.
• Originate consumer loan applications and collect the necessary paperwork for loan department processing.
• Provide back up to teller function, as needed.
• Solve problems based on the job’s required skill level and multitask to complete daily work and other duties as assigned.
• Take initiative to expand your knowledge and take on additional responsibilities.

Education and Experience : Job requires a high school education level of language, math and reasoning skills and two years’ experience, or an equivalent combination of education and/or work experience.

Higher level education and/or experience may result in advanced level placement.

Training should focus on our policies, procedures, computer systems and knowledge in our products and services.

Training should be supplemented with continuing education.

Work Environment/Physical Activities: Ability to work in fast-paced environment.

Ability to handle multiple tasks simultaneously.

Work creates normal fatigue daily.

Work creates moderate stress during certain periods during daily routine.

Job does not have specific volume and pace of work standards except that the job requires that members be served in the timeliest manner possible.

Job requires extensive member contact on a continual basis.