Member Service Advisor

Full-time - Entry Level

Hendersonville, NC

About the position

The Member Service Advisor (MSA) reinforces and builds member relationships through efficient response to members' service requests and solicitation of new loan and deposit product purchases. This position is responsible for consistently exceeding member expectations and meeting sales goals by matching the full range of Credit Union products and services with an informed understanding of members' needs and making appropriate lending recommendations based on established guidelines.

Responsibilities

• Sell and deliver Credit Union loan, deposit, investment, business, electronic and convenience products and services.
• Gather information to complete loan applications, evaluate credit reports, offer solutions to members, and submit recommendations based on established lending guidelines.
• Act as the primary source of product information and service support for member and staff inquiries, timely problem resolution and account maintenance.
• Maintain a high knowledge of all Credit Union products and services.
• Provide accurate, complete and consistent documentation in a timely manner.
• Participate in and contribute to training and team development to assist in adaptation to new processes and systems.
• Perform teller functions as needed.

Requirements

• High school diploma or equivalent.
• Minimum of two years' experience in a related sales field.
• Sales or referral experience with proven results.
• NMLS registration required upon hire.
• Excellent communication skills.
• Good business writing skills.
• Computer literacy and keyboarding skills.
• Thorough knowledge of lending principles.
• Analysis and resolution skills.
• Self motivated with demonstrated sales skills.
• Phone sales solicitation skills.
• Knowledge of Credit Union products, services and banking regulations.

Nice-to-haves

• Some college preferred.