Member Solutions Advisor

Member Solutions Advisor
St. Mary’s Credit Union
Marlborough, MA

Salary starting at $22.50/hour, commensurate with experience
Full-time position requiring a rotating Saturday schedule

Are you looking for a career that is exciting, challenging, rewarding and allows you to make a difference in your community? At St. Mary's, we are more than just a financial institution: we are also a trustworthy member of the community we serve.  As a not-for-profit organization, our purpose is not to take money from our members — but to actually provide a safe and secure place for them to keep and invest their assets. After all, our members are also the owners of the credit union!

Looking for development opportunity and career progression? Our growing Member Solutions Center is the place to be! We are looking for motivated, problem solvers to join our contact center team. As a Member Solutions Advisor at St. Mary’s Credit Union, you will use your critical thinking and problem-solving skills to their fullest to help our neighbors meet their financial goals. 

Member Solutions Advisor Job Qualifications

• High School diploma or equivalent plus specialized coursework in retail services
• One year previous loan, banking, or financial services experience in a customer support role preferred
• Excellent customer service skills and strong verbal and written communication skills
• Basic technical skills to utilize office equipment, computer terminal, and computer applications
• Current knowledge of Microsoft Office Suite preferred
• Strong problem-solving skills and attention to detail
• Strong organizational skills and ability to handle confidential and sensitive information
• Positive attitude and willingness to learn
• Cooperative and teamwork mindset
• Bilingual candidates are preferred

Why you should apply

• Great Benefits – weekly pay, medical, dental, vision and more!
• Employee Discounts
• Active in our communities through multiple volunteer opportunities

Why you’ll love the Member Solutions Center

• Team atmosphere – everyone’s working towards the same goal
• New learning opportunities every day
• Leadership that cares about you, not just the job you do
• Feel good about the work you do
• Fast paced environment – your days will fly by

Member Solutions Advisor Job Responsibilities

• Serve as a primary liaison for our members; obtain information or provide support via phone and email in a Contact Center environment
• Manage inbound and outbound calls navigating multiple computer applications in a timely manner
• Identify members’ needs, clarify information, research, and provide solutions and/or alternatives while projecting enthusiasm, courteousness, and confidence
• Provide account information such as balances, transactional information, fees, payoffs, account product details, interest rates and other general information
• Fulfill a wide variety of member requests for account maintenance activities on deposit and installment loans/line accounts
• Assist members navigating the ever-growing digital financial landscape including Online and Mobile Banking, Bill Pay and Mobile Wallet
• Perform loan interviews and process consumer loan and credit card applications
• Maintain effective knowledge of all SMCU products and services to seize opportunities to upsell products/services
• Understand and adhere to SMCUs risk and regulatory standards, policies and controls; identify risk-related issues needing escalation to management
• Ensure the security and confidentiality of all account and related information and for ensuring that completed work is in compliance with all applicable laws and regulations
• Meet or exceed individual and team qualitative and quantitative goals
• Attend/complete ongoing training to improve knowledge and performance level

About SMCU (stmaryscu.org)

Since its founding in 1913, St. Mary's Credit Union has offered its members an alternative to traditional banks. Because members own the credit union, every decision we make is based on the best interests of our member/owners.

St. Mary's Parish Credit Union was founded in 1913 to promote savings and provide a source of credit for the city's mostly blue-collar French Canadians employed in shoe factories. Today, St. Mary's Credit Union serves members from all walks of life, including newly arriving immigrants coming to the United States in search of their American dream. 

Until recently, St. Mary's Credit Union primarily served the residents of Marlborough and surrounding towns. Utilizing the benefits of technology and electronic delivery channels, St. Mary's now offers membership benefits to a much broader geographic region that includes all of Middlesex, Worcester, Norfolk, and Suffolk counties.

We take pride in our rich heritage and great history. However, we are also a very forward-thinking institution, and we know that growing organizations cannot rest on their past accomplishments. At St. Mary's Credit Union, we are always looking forward to offering our members new products, new services, and new technology, while keeping the friendly, reliable service they have come to know and trust.

St. Mary’s Credit Union is an equal opportunity employer, dedicated to building an inclusive and diverse workforce.

#INDSTMARYS