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Member Service Advisor

Regional Federal Credit Union
Hammond, USA
Full-time
Entry · 1+ years experience
Onsite
USD 19-19 hourly / hour
Discovered 1 months ago

Full Job Posting

  • Serve as liaison between the member and the credit union.
  • Provide information to members and potential members by phone or in person, including information on the full range of credit union products and services.
  • Open accounts for members, assist members having difficulties with account, and interview and process members requesting account closures.
  • Processing members request for a variety of loan products.
  • Greet and welcome members and visitors to the credit union in a professional manner.
  • Represent the credit union to members in a courteous and professional manner and provide prompt, efficient and accurate service.
  • Provide in-person and by-telephone general and specific service-related information concerning credit union products or policies.
  • Respond to all e-mail or other electronic requests submitted by members, providing professional, prompt, efficient and accurate service and information.
  • Respond to members’ requests, problems, and complaints, resolving issues, and/or directing them to the appropriate person for specific information and assistance.
  • Assist Supervisor of Member Services to handle more complex questions and problems for other Member Service Representatives.
  • Open new accounts and services.
  • Assist members in completing all necessary paperwork.
  • Set up new account files and provide members with all necessary information for membership.

• Member Service Advisor

  • Promote credit union products and services based on member needs that are obtained from member interviews during account openings.
  • Actively cross-sell products to develop the member relationship.
  • Assist, process requests and disburse loans from new or existing members for all lending products.
  • Maintain up-to-date and comprehensive knowledge on all credit union products and services. Maintain up-to-date and comprehensive knowledge on all related policies and procedures, rules and regulations.
  • Interview and processes all members requesting account closing.
  • Actively attempt to save account and increase member satisfaction.
  • Data entry of new check cards in to our third-party vendor.
  • Conduct courtesy calls to all new members within one week of a member opening a new account or service.
  • Complete other duties as assigned.
  • High school education or equivalent.
  • 1-2 years general banking experience.
  • 1-2 years of consumer loan processing experience.
  • 1 year of home equity loan processing experience.
  • Cross selling and consultative sales experience preferred.
  • Bilingual-Spanish speaking preferred.

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