What are the responsibilities and job description for the Member Experience Financial Advisor position at MSUFCU?
Role Overview
">This Financial Services Specialist role offers a fantastic opportunity to make a real difference in the lives of our members. You will be responsible for delivering exceptional member service, selling and cross-selling products and services, and maintaining operational excellence. If you are a customer-focused individual with excellent communication skills and a strong work ethic, we encourage you to apply for this exciting opportunity.
Main Responsibilities
- Deliver superior member service by responding to inquiries, processing transactions accurately, and personalizing interactions.
- Sell and cross-sell products and services, providing financial education to enhance the member experience.
- Utilize outbound calling and cross-selling tools to develop relationships with current members, while maintaining accurate records.
