A Member Advisor (MA) serves as a liaison between the member and the Credit Union. Works independently with limited supervision in a high volume in-bound call center. Responds to a broad variety of member calls concerning the Credit Union’s products or services ensuring the highest quality of member service. Responds to and resolves member inquiries, problems, and/or complaints with a one call resolution while maintaining positive member relations. An MA builds member relations by creating member connections through referrals of the credit union’s products and services based upon identified member financial needs and makes appropriate referrals to other product specialist.

A MA creates a memorable member experience through their professional interactions and commitment to the Credit Union’s Service Promises.

Required Skills

• Ability to build strong relationships with internal and external members. • Excellent communication skills both written and oral, public relations, and leadership skills. • Ability to exceed all performance objectives/goals as established per position. • Above average ability to use a personal computer and related software applications including Microsoft Word, Excel, Outlook, and Tasks. • Strong organizational and time management skills. • Ability to motivate, influence staff, and be a team player. • Ability to train, coach, and mentor. • Willingness to learn and develop yourself in a leadership role. • Excellent time management and organizational skills. • Professional appearance, dress, and attitude. Ability to be an example and role model. • Attention to detail. • Ability to motivate and influence staff. • Ability to transition between multiple roles effectively.

Required Experience

Two (2) years of experience required in a financial institution or equivalent call center or a combination.

PLUS

High School Diploma or equivalent 

• Ability to build strong relationships with internal and external members. • Excellent communication skills both written and oral, public relations, and leadership skills. • Ability to exceed all performance objectives/goals as established per position. • Above average ability to use a personal computer and related software applications including Microsoft Word, Excel, Outlook, and Tasks. • Strong organizational and time management skills. • Ability to motivate, influence staff, and be a team player. • Ability to train, coach, and mentor. • Willingness to learn and develop yourself in a leadership role. • Excellent time management and organizational skills. • Professional appearance, dress, and attitude. Ability to be an example and role model. • Attention to detail. • Ability to motivate and influence staff. • Ability to transition between multiple roles effectively.