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Member Advisor

3 months ago

Des Moines, United States Greater Iowa Credit Union Full time
Job DescriptionJob Description

We are currently seeking a Member Advisor that will provide an exceptional member experience to GICU members. The primary responsibilities include assisting members with financial needs and promoting credit union products and services and identifying opportunities to meet members' financial goals. The Member Advisor serves as a trusted financial resource helping members make informed decisions and achieve financial well-being. The Member Advisor is responsible for evaluating applicants and providing credit union members with information on deposit and lending products and services to best fit their needs. They are also responsible for assisting members with teller transactions as needed. The Member Advisor is responsible for following all processes and procedures in accordance with state and federal regulations and utilizing ethical consultative sales in interactions with members to achieve personal, branch and credit union goals.

This position will be based out of: 600 East 30th St. Des Moines, IA 50317

Hours: Monday-Thursday 7:30am to 5:30pm, Friday 7:30am to 6pm, and Saturday rotation 9:00am to Noon

Essential Functions & Responsibilities:

  • Grow member relationships by creating positive member experiences that maintain and deepen financial relationships. Talk to members about their financial goals and offer relevant solutions. Maintain product knowledge base and answer members' questions, conduct financial transactions and resolves member challenges. Assist members with understanding and using digital banking tools such as GICU apps; online banking; remote deposit tools and chat/secure messaging.
  • Assist members in understanding loan options and advise on the best product to meet their needs. Gather necessary data and documentation to complete loan application. Evaluate application and determine creditworthiness of the applicant. Ensure compliance with regulatory requirements and follow GICU established loan procedures. Identify opportunities to offer additional products and/or services that meet current or future financial goals of members.
  • Greet and welcome members in a professional manner. Provide prompt, efficient, and accurate service in person, by phone, via email or written correspondence. Complete all member follow-up in accordance with member service standards.
  • Work collaboratively with other team members and colleagues.
  • Perform other duties as assigned.

Must be eligible to register with the Nationwide Mortgage Licensing System & Registry (NMLS) and must maintain registration with NMLS as a registered Mortgage Loan Originator (MLO).

Knowledge and Skills:

Experience: One to three years of similar or related experience.

Education: A high school education or GED.

Interpersonal Skills:
Work involves much personal contact with others inside and/or outside the organization for the purpose of, building relationships, and achieving member and credit union goals. In accordance with our core values, striving to find solutions at every point of contact. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication.

Other Skills:
1. Strong written, verbal, and oral communication skills.
2. High level of service orientation.
3. Working knowledge of lending and depository regulations.
4. Ability to present information with diplomacy and tact.
5. Display interpersonal, networking, and relationship building skills.
6. Ability to analyze and make recommendations from a credit report.
7. Working knowledge of Microsoft Office software applications.
8. Ability to operate standard office equipment.
9. Ability to lift, move, or transfer items, materials, or product up to 25 lbs.

Physical Requirements:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit. The employee frequently is required to stand; walk; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. The employee is occasionally required to climb or balance. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, and ability to adjust focus.

Work Environment:
Work is performed in a standard office environment with a quiet to moderate noise level. The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Greater Iowa is an Affirmative Action, Equal Opportunity Employer (AA/EOE). All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.