What are the responsibilities and job description for the Member Advisor position at REV Federal Credit Union?
Position Purpose
The Member Advisor provides service to our members by handling routine tasks, such as opening accounts, processing payments, issuing ATM cards, and handling withdrawals. In addition to the Member Advisor will respond to member requests and make recommendations about REV’s products and services, maintain, and balance cash supplies, and handle any necessary file maintenance. This role is accountable to complete all assigned compliance and information security training and comply with the credit union’s policies and procedures related to the Bank Secrecy Act and Office of Foreign Assets Control (OFAC).
Duties & Responsibilities
Education/Certification & Experience:
Behaviors
Preferred
Enthusiastic: Shows intense and eager enjoyment and interest
Dedicated: Devoted to a task or purpose with loyalty or integrity
Detail Oriented: Capable of carrying out a given task with all details necessary to get the task done well
Team Player: Works well as a member of a group
Motivations
Preferred
Ability to Make an Impact: Inspired to perform well by the ability to contribute to the success of a project or the organization
Goal Completion: Inspired to perform well by the completion of tasks
Growth Opportunities: Inspired to perform well by the chance to take on more responsibility
Self-Starter: Inspired to perform without outside help
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)
The Member Advisor provides service to our members by handling routine tasks, such as opening accounts, processing payments, issuing ATM cards, and handling withdrawals. In addition to the Member Advisor will respond to member requests and make recommendations about REV’s products and services, maintain, and balance cash supplies, and handle any necessary file maintenance. This role is accountable to complete all assigned compliance and information security training and comply with the credit union’s policies and procedures related to the Bank Secrecy Act and Office of Foreign Assets Control (OFAC).
Duties & Responsibilities
- Ordering and issuing checks
- Compiling necessary paperwork for direct deposit, payrolls, allotments, and automatic transfers
- Assisting with stop payments and balancing checkbooks; refunding NSF fees, check order fees, safe deposit box fees
- Completing immigration letters and pre-authorized draft forms; completing Forgery Affidavits and forwards to appropriate department.
- Handling all transactions pertaining to IRA accounts
- Posting and balancing payroll deposits from groups within our field of membership
- Demonstrating PC Banking and/or Bill Payment to each new member.
- Achieving the monthly sales volume by cross selling the necessary products and services to all members.
- Assumes responsibilities for related duties as required or assigned
Education/Certification & Experience:
- High School diploma or equivalent
- At least 1 year of banking experience preferred
- Exceptional time management, communication, and customer service skills
- Basic knowledge of credit union loan products
- Compliance with all governing regulations, especially the Bank Secrecy Act (BSA), OFAC and the Patriot Act requirements. Understands and complies with all state and federal regulations and laws
Behaviors
Preferred
Enthusiastic: Shows intense and eager enjoyment and interest
Dedicated: Devoted to a task or purpose with loyalty or integrity
Detail Oriented: Capable of carrying out a given task with all details necessary to get the task done well
Team Player: Works well as a member of a group
Motivations
Preferred
Ability to Make an Impact: Inspired to perform well by the ability to contribute to the success of a project or the organization
Goal Completion: Inspired to perform well by the completion of tasks
Growth Opportunities: Inspired to perform well by the chance to take on more responsibility
Self-Starter: Inspired to perform without outside help
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)
