Member Advisor

SAG-AFTRA Federal Credit Union Date: 06-2024
Position Description Revision:

JOB TITLE: Member Advisor
TYPE: Hourly Non-Exempt
LOCATION: Branch
REPORTS TO: AVP, Virtual Branch

Basic Function:

Deliver an effortless experience to the credit union’s membership through professional, friendly, and courteous interactions. Provide information and complete tasks associated with the credit union’s deposit and lending products, and/or services in accordance with credit union policies and regulatory requirements. Provide consistent and exceptional service to internal and external members. The position will require flexible hours and will require travel to support teams at other locations.

Essential:

Deliver professional member service in accordance with the credit union’s policies and member service standards.

Excellent analytical, written and communication skills.

Excellent accuracy and attention to detail.

Assist members in person, by email, and on the telephone.

Resolve member issues related to their accounts in a timely and professional manner. This may include transaction disputes, address changes, etc.

Open deposit accounts and originate loans.

Update existing member account and loan records.

Send out notices and/or letters as needed.

Process incoming mail as needed.

Research member requests and provide responses in a timely and professional manner.

Conduct teller transactions, such as deposits and withdrawals, accurately and following established guidelines.

Balance checks and/or cash drawer.

Complete ongoing job and compliance training.

Actively promote appropriate products and services to meet individual, departmental and company goals.

Contribute to a supportive and positive work environment.

Promote a cooperative team environment.

Understand policies and procedures and know the laws, rules and regulations related to the position and credit union.

Mandatory compliance with all BSA/AML regulations, forms, and procedures, including: maintaining awareness of and reporting suspicious activity; completing annual training; notifying immediate supervisor of any substantive discrepancies.

Access to reliable transportation.

Perform other duties as assigned.

Knowledge and Abilities:

Understanding of the credit union’s values and mission.

Understanding of all applicable state and federal regulation.

Knowledge of the credit union’s products, services, policies, and procedures.

Knowledge of the credit union’s banking application and systems.

Excellent analytical, written and communication skills.

Excellent accuracy and attention to detail.

Ability to interact and communicate effectively and professionally with external and internal members.

Working knowledge of Microsoft Windows and all programs/software applicable to department.

Ability to make recommendations that will meet the needs of our members.

Ability to work in a fast-paced, professional environment.

Training and Experience:

High School Diploma or equivalent.

1 years’ experience in a financial institution preferred.

Experience with financial institution computer systems.

Financial products sales experience.

Special Factors:

May be required to sit for long periods of time.

May be required to lift up-to 15 lbs.

May be required to commute.

These duties are standard for this position.

These duties are not to be construed as exclusive or all-inclusive. Other duties may be required and assigned.

Job Type: Full-time

Pay: $19.24 - $28.85 per hour

Expected hours: 40 per week

Benefits:

• 401(k)
• 401(k) matching
• AD&D insurance
• Bereavement leave
• Dental insurance
• Employee assistance program
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Opportunities for advancement
• Paid sick time
• Paid time off
• Referral program
• Retirement plan
• Vision insurance

Experience level:

• 1 year

Physical setting:

• Office

Schedule:

• 8 hour shift
• Monday to Friday

Education:

• High school or equivalent (Preferred)

Experience:

• Customer service: 1 year (Preferred)
• Banking: 1 year (Required)

Work Location: In person

Salary : $19 - $29