![SouthPoint Financial Credit Union](https://media.trabajo.org/img/noimg.jpg)
Member Advisor
4 weeks ago
GENERAL SUMMARY
Serves as a Member Advisor in the Credit Union Digital Branch. The primary responsibility is to provide excellent service by demonstrating the principals of SouthPoint Financial Credit Union and adhering to the vision of “Empowering People to Enhance Lives”. This position must also support and embody the core values of SouthPoint:
- Our Purpose is our Passion.
- We Champion Fearless Grit.
- It’s not about me, it’s about we.
Responsible to assist members in their financial well-being by telephone or other delivery channels. Accountable to cross sell Credit Union products and services related to daily transactions, new accounts, consumer loans and mortgage products. This position serves as backup to the operational duties supporting growth within SouthPoint. Friendly, professional and personal service toward all SouthPoint Financial Credit Union members is mandatory.
ESSENTIAL FUNCTIONS
- Answer incoming calls and electronic communications (e-mail and webchat) and providing first call resolution.
- Strive to improve the member experience through each interaction, to give back to our members and our communities and to help our members and team mates to be successful.
- Adhere to and uphold the Credit Union’s core vision and mission in supporting the organizations efforts in promoting a culture of doing the right things, for the right reasons.
- Create long lasting relationships through building trust and understanding with our members.
- Advise on products and services to meet members’ needs that are offered by the Credit Union.
- Processing transactions including but not limited to account transfers, loan payments, account research and balance inquiries, assisting with electronic services issues, initiating loan applications.
- Be the first line of response to resolve member issues, questions and complaints. Research, investigate, and document member problems or complaints and/or direct these matters through proper channels when appropriate to ensure follow up to achieve member satisfaction.
- Input, update, and process account information as necessary.
- Interview loan applicants and objectively support underwriting consumer loan applications.
- Input real estate loan applications in a timely manner, set appointments, complete necessary loan documents and disburse funds using discretion in accordance with established guidelines and procedures.
- Review member financial data, including credit reports, to identify and assist and educate members with selecting the products and services that best meet their needs and recommend other complimentary services to enhance member’s financial well-being to support member and credit union growth.
- Follow-up with members to enhance relationships and engage in additional cross-sell opportunities to build relationships and loyalty.
- Initiate outbound calls to potential and existing members. Assist in identifying potential outbound opportunities.
- Keep member loyalty top of mind by continuously looking at the members needs and trying to fulfill those needs by using sales skills set forth by SouthPoint.
- Perform other duties as assigned.
ADDITIONAL FUNCTIONS
- Perform clerical support duties as necessary.
- Assist with various marketing activities.
- Abide by all Bank Secrecy Act responsibilities for this job role.
SKILLS AND COMPETENCIES
- Excellent communication and customer service skills and display a professional image.
- Professional, well-developed interpersonal skills essential for serving members and projecting a positive image as a representative of the Credit Union.
- Highly organized, self-motivated and self-managed.
- Excellent analytical and decision making skills, attention to detail, accuracy and thoroughness.
- Able to work under pressure, to process multiple tasks concurrently with a high degree of accuracy, and able to interact and maintain a positive attitude under challenging circumstances.
- Demonstrated ability to solicit business and enhance member relationships through outbound member contact.
- Act as a team player with maturity, confidentiality and adaptability, including willing to adapt to changing job requirements/hours.
JOB SPECIFICATIONS
- Requires completion of high school education.
- Experience in a lending and retail office of a credit union or financial institution or related work experience preferred. Experience in loan interviewing/processing preferred.
- Credit Union/banking or call center experience preferred.
- Intermediate mathematical skills required (calculations and concepts involving decimals, percentages, fractions, etc.).
PHYSICAL REQUIREMENTS
- Sitting 90-95% and standing 5-10%.
- Working at a computer 90% of the day.
- Occasional lifting up to ten lbs.
DISCLAIMER
The above information on this description has been designed to indicate the general nature and level of work performed by employees in this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job.
-
Member Advisor
2 weeks ago
Mankato, Minnesota, United States Southpoint Federal Credit Union Full timeGENERAL SUMMARY Serves as a Member Advisor in the Credit Union Digital Branch. The primary responsibility is to provide excellent service by demonstrating the principals of SouthPoint Financial Credit Union and adhering to the vision of "Empowering People to Enhance Lives". This position must also support and embody the core values of SouthPoint: Our Purpose...
-
Member Advisor
4 weeks ago
North Mankato, United States Southpoint Federal Credit Union Full timeGENERAL SUMMARY Serves as a Member Advisor in the Credit Union Digital Branch. The primary responsibility is to provide excellent service by demonstrating the principals of SouthPoint Financial Credit Union and adhering to the vision of “Empowering People to Enhance Lives”. This position must also support and embody the core values of SouthPoint: Our...
-
Sales / Service Advisor
4 weeks ago
Mankato, United States TGK Automotive Full timeOverview: TGK Automotive Specialists - We are a locally-owned business serving our clients with honesty and integrity since 2007. We maintain the highest level of repair and service at a fair price and are devoted to client satisfaction.We have immediate openings for Sales and Service Advisors. The Sales and Service Advisor are essential team members as the...
-
Sales / Service Advisor
4 weeks ago
Mankato, United States Sun Auto Tire & Service Careers Full timeOverviewTGK Automotive Specialists - We are a locally-owned business serving our clients with honesty and integrity since 2007. We maintain the highest level of repair and service at a fair price and are devoted to client satisfaction.We have immediate openings for Sales and Service Advisors. The Sales and Service Advisor are essential team members as the...
-
Sales / Service Advisor
2 weeks ago
Mankato, United States Sun Auto Tire & Service Full timeOverviewTGK Automotive Specialists - We are a locally-owned business serving our clients with honesty and integrity since 2007. We maintain the highest level of repair and service at a fair price and are devoted to client satisfaction.We have immediate openings for Sales and Service Advisors. The Sales and Service Advisor are essential team members as the...
-
Sales / Service Advisor- Mankato
2 days ago
Mankato, United States TGK Automotive Full timeOverview: TGK Automotive Specialists - We are a locally-owned business serving our clients with honesty and integrity since 2007. We maintain the highest level of repair and service at a fair price and are devoted to client satisfaction.We have immediate openings for Sales and Service Advisors. The Sales and Service Advisor are essential team members as the...
-
Wealth Management Advisor
4 weeks ago
Mankato, United States U.S. Bank Full timeAt U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide,...
-
Sales Representative
2 weeks ago
Mankato, Minnesota, United States Catholic United Financial Full timeCatholic United Financial is looking for highly motivated Outside Sales Representatives to serve our existing members and help grow membership in the Mankato and surrounding area We are a member-owned, not-for-profit financial services company, connecting people of faith, protecting their future, and generously impacting parishes, schools, and communities....
-
Outside Sales Representative
3 weeks ago
Mankato, United States Catholic United Financial Full timeJob TypeFull-timeDescriptionBecome Part of Our Story!Catholic United Financial is looking for highly motivated Outside Sales Representatives to serve our existing members and help grow membership in the Mankato and surrounding area!We are a member-owned, not-for-profit financial services company, connecting people of faith, protecting their future, and...
-
Outside Sales Representative
4 weeks ago
Mankato, United States Catholic United Financial Full timeJob TypeFull-timeDescriptionBecome Part of Our Story!Catholic United Financial is looking for highly motivated Outside Sales Representatives to serve our existing members and help grow membership in the Mankato and surrounding area!We are a member-owned, not-for-profit financial services company, connecting people of faith, protecting their future, and...
-
Outside Sales Representative
4 days ago
Mankato, United States Catholic United Financial Full timeDescription:Become Part of Our Story!Catholic United Financial is looking for highly motivated Outside Sales Representatives to serve our existing members and help grow membership in the Mankato and surrounding area!We are a member-owned, not-for-profit financial services company, connecting people of faith, protecting their future, and generously impacting...
-
Outside Sales Representative
4 weeks ago
Mankato, United States Catholic United Financial Full timeJob DescriptionJob DescriptionDescription:Become Part of Our Story!Catholic United Financial is looking for highly motivated Outside Sales Representatives to serve our existing members and help grow membership in the Mankato and surrounding area!We are a member-owned, not-for-profit financial services company, connecting people of faith, protecting their...
-
Registrar
4 weeks ago
Mankato, United States Bethany Lutheran College Full timePosting Date: April 18, 2024 Department: Academic Affairs Category: Staff Status/Type: Full-time, Exempt Applications will be taken until the position is filled. Function of Position: Bethany Lutheran College seeks a highly organized and detail-oriented individual to fill the role of Registrar. The Registrar plays a pivotal role in the academic...
-
Dean of Nursing and Nurse Administrator
4 weeks ago
Mankato, United States Rasmussen College Full timeDean of Nursing and Nurse Administrator Rasmussen University Mankato, MN The Dean of Nursing & Nurse Administrator serves as the nurse administrator for the nursing program at their campus and is responsible for leading, implementing, and maintaining learning and teaching strategies and initiatives that reflect the vision and direction of the School of...
-
Dean of Nursing and Nurse Administrator
3 weeks ago
Mankato, United States Rasmussen University Full timeDean of Nursing and Nurse AdministratorRasmussen UniversityMankato, MNThe Dean of Nursing & Nurse Administrator serves as the nurse administrator for the nursing program at their campus and is responsible for leading, implementing, and maintaining learning and teaching strategies and initiatives that reflect the vision and direction of the School of Nursing....
-
Dean of Nursing and Nurse Administrator
4 weeks ago
Mankato, United States Rasmussen College Full timeDescription Dean of Nursing and Nurse Administrator Rasmussen University Mankato, MN The Dean of Nursing & Nurse Administrator serves as the nurse administrator for the nursing program at their campus and is responsible for leading, implementing, and maintaining learning and teaching strategies and initiatives that reflect the vision and direction of the...
-
Student Success Coordinator
4 weeks ago
Mankato, Minnesota, United States Minnesota State University Mankato Full timeLocation: Mankato Full/Part Time: Full Time Employment Condition: Probationary Job Description: The Student Success Coordinator and Conduct Officer reports to the Dean of Students and is responsible for promoting and enforcing the Statement of Student Responsibilities for a student population of over 13,000 and providing support and referrals for...