Member Engagement Advisor
4 weeks ago
JOIN Soarion in 2024
We take care of our people: Joining Soarion Credit Union is the career move to make in 2024 Soarion Credit Union offers FREE Health and Dental Coverage for you as an employee, as well as a GENEROUS Paid Time Off (PTO) bank for rest and relaxation away from work We also offer all paid days off for Federal holidays
Role:
Reporting to the Director of Member Experience, the Member Engagement Advisor provides member service that exceeds our members' expectations, assists members with all aspects of member service while processing requests via telephone, chat, fax, and e-mail for account information and support, to perform transactions, and support the overall operations of the contact center. Identifies members' financial needs and offers Soarion Credit Union products and services to fulfill our members' needs.
Work Location:
This is an onsite position. Occasional remote work may be available for select positions and is subject to prior approval by management.
What you will be doing:
- Handle a large volume of member contacts in an efficient manner.
- Efficiently identify member needs, research issues, and provide first-call resolution by providing solutions.
- Take ownership of member requests from initial contact through follow-up, if needed.
- Identifies cross-sell opportunities and cross-sells services to members.
- Meet daily qualitative and quantitative metrics for self and team to achieve all service, productivity, quality, and sales objectives.
- Performs other job-related duties as assigned.
What you'll bring along:
- A high school education or GED.
- At least one year of similar or related experience.
- Excellent interpersonal, organizational, and telephone etiquette skills. Strong workflow and communication skills (both written and oral).
- Proficient with standard office equipment, MS software programs; familiarity with standard report programs.
We are Committed to Equal Opportunity.
Soarion Credit Union believes in equal opportunity for all and is committed to ensuring all individuals have an opportunity to apply for the positions that they are interested in and qualify for without regard to race, religion, ethnicity, national origin, citizenship, gender, gender identity, sexual orientation, age, veteran status, disability, genetic information, or any other protected characteristic. Our equal employment opportunity policy statement, pay transparency nondiscrimination agreement, and the Know Your Rights: Workplace Discrimination is Illegal Poster reaffirm this commitment.
Soarion Credit Union is also committed to providing reasonable accommodations to qualified individuals with a disability so that an individual can perform job-related duties. If you are interested in applying for an employment opportunity and require special assistance or an accommodation to apply due to a disability, please contact our Human Resources team at HumanResources@soarion.org.
-
Lead Member Engagement Advisor
7 days ago
San Antonio, United States Soarion Credit Union Full timeJob DescriptionJob DescriptionRole:Serves as a team lead to Member Engagement Advisors by providing assistance, escalation support and resolution of complex account matters. Supports the Member Engagement Center Manager and Director of Member Engagement in the overall operations of the Contact Center through management of SLAs. Supports the team by...
-
Lead Member Engagement Advisor
1 week ago
San Antonio, United States Soarion Credit Union Full timeJob DescriptionJob DescriptionRole:Serves as a team lead to Member Engagement Advisors by providing assistance, escalation support and resolution of complex account matters. Supports the Member Engagement Center Manager and Director of Member Engagement in the overall operations of the Contact Center through management of SLAs. Supports the team by...
-
Senior Member Advocacy Advisor
2 months ago
San Antonio, United States Soarion Credit Union Full timeJob DescriptionJob DescriptionJOIN Soarion Credit Union in 2024!!We take care of our people: Joining Soarion Credit Union is the career move to make in 2024! Soarion Credit Union offers FREE Health and Dental Coverage for you as an employee, as well as a GENEROUS Paid Time Off (PTO) bank for rest and relaxation away from work! We also offer all paid days off...
-
Senior Member Advocacy Advisor
2 months ago
San Antonio, United States Soarion Credit Union Full timeJob DescriptionJob DescriptionJOIN Soarion Credit Union in 2024!!We take care of our people: Joining Soarion Credit Union is the career move to make in 2024! Soarion Credit Union offers FREE Health and Dental Coverage for you as an employee, as well as a GENEROUS Paid Time Off (PTO) bank for rest and relaxation away from work! We also offer all paid days off...
-
Senior Member Advisor
7 days ago
San Antonio, United States Soarion Credit Union Full timeJob DescriptionJob DescriptionJOIN Soarion Credit Union in 2024!!We take care of our people: Joining Soarion Credit Union is the career move to make in 2024! Soarion Credit Union offers FREE Health and Dental Coverage for you as an employee, as well as a GENEROUS Paid Time Off (PTO) bank for rest and relaxation away from work! We also offer all paid days off...
-
Senior Member Advisor
6 days ago
San Antonio, Texas, United States Soarion Credit Union Full timeJob SummaryWe are seeking a highly skilled and experienced Senior Member Advisor to join our team at Soarion Credit Union. As a Senior Member Advisor, you will play a key role in providing exceptional member experiences, processing transactions, and offering personalized solutions to meet our members' financial needs.Key ResponsibilitiesMember Experience:...
-
Member Advisor
3 months ago
San Antonio, United States Soarion Credit Union Full timeJob DescriptionJob DescriptionJOIN Soarion Credit Union in 2024!!We take care of our people: Joining Soarion Credit Union is the career move to make in 2024! Soarion Credit Union offers FREE Health and Dental Coverage for you as an employee, as well as a GENEROUS Paid Time Off (PTO) bank for rest and relaxation away from work! We also offer all paid days off...
-
Client Engagement Advisor
1 week ago
San Francisco, California, United States Capital World Investors Full timePosition Overview:As a Client Engagement Advisor at Capital World Investors, you will play a crucial role in supporting financial advisors in delivering exceptional service to our esteemed clientele, including high-net-worth individuals, trusts, foundations, and endowments across the nation.Key Responsibilities:Your daily activities will involve...
-
Wealth Advisor
4 weeks ago
San Antonio, United States Sequoia Financial Group LLC Full timeJob DescriptionJob DescriptionDescription:Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives. Our values define how we behave and guide us through the pursuit of our purpose to...
-
Financial Advisor
4 months ago
San Antonio, United States Sequoia Financial Group Full timeSequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives. Our values define how we behave and guide us through the pursuit of our purpose to enrich lives. At Sequoia, our core values are: ...
-
Member Advisor
1 month ago
San Antonio, United States Soarion Credit Union Full timeJob DescriptionJob DescriptionJOIN Soarion Credit Union in 2024!!We take care of our people: Joining Soarion Credit Union is the career move to make in 2024! Soarion Credit Union offers FREE Health and Dental Coverage for you as an employee, as well as a GENEROUS Paid Time Off (PTO) bank for rest and relaxation away from work! We also offer all paid days off...
-
Member Engagement Representative
6 days ago
San Antonio, United States YMCA of Greater San Antonio Full timeThis position supports the work of the Y, a leading nonprofit, charitable organization committed to strengthening community through youth development, healthy living and social responsibility. The Membership Representative maintains a supportive, positive atmosphere that welcomes and respects all individuals. Responds to member and guest needs, promotes...
-
Member Engagement Representative
1 month ago
San Antonio, United States YMCA of Greater San Antonio Full timeThis position supports the work of the Y, a leading nonprofit, charitable organization committed to strengthening community through youth development, healthy living and social responsibility. The Membership Representative maintains a supportive, positive atmosphere that welcomes and respects all individuals. Responds to member and guest needs, promotes...
-
Enrollment Advisor
4 days ago
San Antonio, Texas, United States Pima Medical Institute Full timeEnrollment Advisor PositionThe Enrollment Advisor position is vital in engaging with potential students, comprehending their goals, and directing them towards suitable educational pathways. Become a part of our team as an Enrollment Advisor.We are in search of an enthusiastic Enrollment Advisor to represent our institution. In this role, you will consult...
-
Admissions Advisor
2 weeks ago
San Antonio, United States Evidence in Motion Full timeOverview: The purpose of the Admission Advisor is to lead the way for EIM’s hybrid education mission by exceeding our partner school's support expectations for program enrollment during the inaugural cohort. The Admission Advisor will provide excellent service to our future students and meet all recruitment benchmarks for maximum cohort enrollment. ...
-
Member Advisor
1 month ago
San Francisco, California, United States Atlas Full timeAtlas is redefining the luxury spending experience with a members-only, no-limit charge card. An Atlas card membership unlocks access to coveted experiences including the most in-demand restaurant reservations and last-minute luxury hotel booking.We are looking for a highly motivated and detail-oriented individual to join our team as a Founding Member...
-
Academic Advisor
4 weeks ago
San Antonio, Texas, United States University of the Incarnate Word Full timeAcademic AdvisorUIW MissionPosition SummaryThe Academic Advisor is responsible for providing engaged academic advising to support student retention and success and will include providing guidance on degree program options, academic and curricular requirements, and course planning. The Academic Advisor reports to the Senior Academic Advisor.Essential...
-
Enrollment Advisor
3 days ago
San Antonio, United States Hallmark University Full time $41,000 - $55,000Hallmark UniversityEnrollment AdvisorSan Antonio, Texas•Full-timeSUMMARY OF THE JOB:The Enrollment Advisor will represent a variety of programs in a modern well-equipped facility. She/he will contact and assist prospective students that inquire through a self-enrollment process or match with an Admissions Professional to support a guided application...
-
Residential Sales Advisor
1 week ago
San Antonio, Texas, United States Starlight Homes LLC Full timeCompany OverviewFounded with a vision to empower first-time homebuyers, Starlight Homes LLC specializes in constructing homes that cater to the needs of those embarking on their journey to homeownership. Our mission is to transform the aspiration of owning a home into a tangible reality, providing well-designed residences at competitive prices. Our dedicated...
-
Wellness Membership Advisor
5 days ago
San Antonio, Texas, United States Massage Heights - Stone Oak Full timePosition OverviewBecome an integral part of the Massage Heights family and contribute to our mission of inspiring, educating, and promoting a balanced lifestyle for every Member and Guest who visits us. We are currently seeking a Wellness Membership Advisor who is eager to grow alongside us. Our organization prides itself on fostering a positive and...