The Member Advisor II provides exceptional member service by serving as a consultant to members on a wide variety of deposit and loan transactions/inquiries including new accounts and loan applications/closings, resolving member issues accurately and in a timely manner, and effectively identifying members’ needs and making appropriate referrals for Credit Union’s products and services.
Description
Processes various types of transactions for members including cash and non-cash deposits, withdrawals, loan payments, transfers, cash advances, cashier’s checks, savings bonds, IRA deposits, CD withdrawals, etc.
Services member accounts by preparing the necessary paperwork for wire transfers; processing stop payment requests, direct deposit payroll request forms, new/lost/stolen cards, check orders, and temporary checks; assisting with Online Banking setup; processing address change requests; and printing copies of checks and statements.
Opens, closes, and provides member access to safe deposit boxes and completes necessary documentation.
Has the knowledge and ability to discuss features and benefits of all credit unions products and services in detail. Maintains awareness of all current promotions or campaigns.
Maximizes every member contact as an opportunity to identify what Credit Union products and services would be beneficial to them and makes appropriate referrals.
Serves as “lobby leader” and is responsible for assessing walk-in member’s needs and directing them to the appropriate information source to ensure maximum lobby efficiency and minimize member waiting time.
Serves as a school branch liaison at the Credit Union’s high school branches as necessary.
Periodically participates in volunteer external networking and promotional events with local schools, colleges, and other community business partners.
Actively participates in team meetings/daily huddles to provide input and ideas regarding branch business strategy.
Assists members with opening Share Certificates and IRAs and processes account maintenance requests as needed.
Processes new account requests and loan applications. Possesses an intermediate level of knowledge with regards to loan closings.
Obtains license to offer credit life and disability insurance on all lending products. Understands other lending ancillary products such as GAP insurance and Vehicle Service Agreements in order to discuss benefits with members.
Regularly follows up with members through the process of onboarding new accounts or obtaining necessary information for loan closings. Assists with outbound calling as needed.
Assists with training and mentoring of new Member Advisors to ensure all aspects of the skills checklist are mastered.
Assists members with various advanced account maintenance. This includes but is not limited to account reconciliation, address changes, name change, add joint and/or beneficiary, share ID and account number changes, fraud disputes, letters, etc.
Provides Notary, Medallion and Signature Guarantee stamp services.
Processes approved Power of Attorney and Trust Account related transactions.
Required to have the ability to travel throughout the branch network to provide staffing assistance at all branch locations when necessary.
Required to work on Saturdays.
Performs other duties as assigned by management.
Every employee is required to comply with all Bank Secrecy Act (BSA) policies and procedures, and to attend required BSA-related training as assigned.
Job Qualifications & Specifications
Strong organization and time management, problem solving, troubleshooting, and communication skills are required.
Required: 2 years: Customer Service or Credit Union/Banking experience
Devoted to a task or purpose with loyalty or integrity.
Shows intense and eager enjoyment and interest.
Works well as a member of a group.
Capable of carrying out a given task with all details necessary to get the task done well
Seniority level
Entry level
Employment type
Full-time
Job function
Other
Industries
Financial Services
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