Member Service Advisor - (PT - 25 hours)

Full-time - Entry Level

Smithfield, RI

About the position

Under general supervision, but following established policies and procedures, performs a broad range of member service/teller activities. Delivers exceptional customer service, aligned with the Credit Union's core values and mission statement. Serves as an advocate for members and is an integral contributor to the credit union's member experience. Meets all established sales and service goals. Provides member services such as transfer funds, wire transfers, checks orders, online banking and debit card troubleshooting, etc. Cross-sells Credit Union products and services. Responds to questions and/or provides information upon request from members (internal and external). Assists members and potential members in understanding and utilizing Credit Union products and service.

Responsibilities

• Processes all member transactions via phone, mail, e-mail, fax and online services to include loan payments, account transfers, address changes, online banking and debit cards.
• Responds to member inquiries regarding discrepancies or problems with their account.
• Researches and determines correct action in accordance with established policies and procedures.
• Gives prompt, efficient and accurate service in the processing of all transactions such as direct deposits, Debit/ATM cards, CD/IRA/Money Markets.
• Utilizes tact and process knowledge to research and resolve member inquiries while explaining specific policies and procedures.
• Analyzes member relationship in order to optimize existing products and services and deepen relationships by cross selling of relevant products and services.
• Conducts prospecting including outbound calls and emails as needed and to meet established sales goals.
• Performs other member services and administrative duties as assigned by the Assistant Manager or Manager.

Requirements

• High school diploma or equivalent (GED) education required.
• Minimum two (2) years experience in member service, operations and/or lending. Previous customer service experience preferred.
• Demonstrated knowledge of Credit Union products, services, policies and procedures and ability to sell them.
• Excellent verbal, written, telephone and interpersonal communication skills.
• Excellent organizational, analytical and problem-solving skills.
• PC proficient, including Microsoft Office (Word, Excel, PowerPoint, Outlook) and the Internet.
• Must possess a strong service orientation.
• Ability to handle multiple projects/priorities simultaneously with an effective outcome.
• Ability to deal with highly confidential information.
• Ability to function in a financial institution branch/office environment and utilize standard office equipment including but not limited to: PC, fax, copier, telephone, etc.
• Ability to lift a minimum of 25 lbs. (e.g. file boxes).