Member Advisor

4 weeks ago

North Mankato, United States Southpoint Federal Credit Union Full time
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
  1. Answer incoming calls and electronic communications (e-mail and webchat) and providing first call resolution.
  2. 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.
  3. 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.
  4. Create long lasting relationships through building trust and understanding with our members.
  5. Advise on products and services to meet members’ needs that are offered by the Credit Union.
  6. Processing transactions including but not limited to account transfers, loan payments, account research and balance inquiries, assisting with electronic services issues, initiating loan applications.
  7. 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.
  8. Input, update, and process account information as necessary.
  9. Interview loan applicants and objectively support underwriting consumer loan applications.
  10. 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.
  11. 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.
  12. Follow-up with members to enhance relationships and engage in additional cross-sell opportunities to build relationships and loyalty.
  13. Initiate outbound calls to potential and existing members. Assist in identifying potential outbound opportunities.
  14. 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.
  15. Perform other duties as assigned.
ADDITIONAL FUNCTIONS
  1. Perform clerical support duties as necessary.
  2. Assist with various marketing activities.
  3. Abide by all Bank Secrecy Act responsibilities for this job role.
SKILLS AND COMPETENCIES
  1. Excellent communication and customer service skills and display a professional image.
  2. Professional, well-developed interpersonal skills essential for serving members and projecting a positive image as a representative of the Credit Union.
  3. Highly organized, self-motivated and self-managed.
  4. Excellent analytical and decision making skills, attention to detail, accuracy and thoroughness.
  5. 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.
  6. Demonstrated ability to solicit business and enhance member relationships through outbound member contact.
  7. Act as a team player with maturity, confidentiality and adaptability, including willing to adapt to changing job requirements/hours.
JOB SPECIFICATIONS
  1. Requires completion of high school education.
  2. 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.
  3. Credit Union/banking or call center experience preferred.
  4. Intermediate mathematical skills required (calculations and concepts involving decimals, percentages, fractions, etc.).
PHYSICAL REQUIREMENTS
  1. Sitting 90-95% and standing 5-10%.
  2. Working at a computer 90% of the day.
  3. 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 time

    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...

  • Member Advisor

    4 weeks ago

    Mankato, United States SouthPoint Financial Credit Union Full time

    Job DescriptionJob DescriptionGENERAL SUMMARYServes 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...

  • Sales / Service Advisor

    3 weeks ago

    Mankato, United States TGK Automotive Full time

    Overview: 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

    3 weeks ago

    Mankato, United States Sun Auto Tire & Service Careers Full time

    OverviewTGK 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 time

    OverviewTGK 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...

  • Financial Advisor

    1 month ago

    North Charleston, United States First Command Financial Services, Inc Full time

    Financial Advisor 4 out of 5 of our Advisors are veterans or military spouses Who we are: First Command is committed to helping military families get their financial lives squared away. As we continue to expand our advisor force, we are seeking leaders who have internal drive, entrepreneurial mindsets and a desire for professional growth. ...

  • Financial Advisor

    4 weeks ago

    North Charleston, United States First Command Financial Services, Inc Full time

    Financial Advisor 4 out of 5 of our Advisors are veterans or military spouses Who we are: First Command is committed to helping military families get their financial lives squared away. As we continue to expand our advisor force, we are seeking leaders who have internal drive, entrepreneurial mindsets and a desire for professional growth. ...

  • Individual Product Advisor

    1 month ago

    North Country, United States MVP Health Care Full time

    Individual Product AdvisorAlbany County, NY, USA • Clinton County, NY, USA • Headquarters Office, 625 State Street, Schenectady, New York, United States of America • North Country, NY, USA • Plattsburgh, NY, USA • Saratoga County, NY, USA Req #2016Monday, May 6, 2024Over 35 years strong and fueled by 1,700 smart, passionate employees across New...

  • Individual Product Advisor

    4 weeks ago

    North Country, United States MVP Health Care Full time

    Individual Product AdvisorAlbany County, NY, USA • Clinton County, NY, USA • Headquarters Office, 625 State Street, Schenectady, New York, United States of America • North Country, NY, USA • Plattsburgh, NY, USA • Saratoga County, NY, USA Req #2016Monday, May 6, 2024Over 35 years strong and fueled by 1,700 smart, passionate employees across New...

  • Individual Product Advisor

    3 weeks ago

    North Country, United States MVP Health Care Full time

    Individual Product AdvisorAlbany County, NY, USA • Clinton County, NY, USA • Headquarters Office, 625 State Street, Schenectady, New York, United States of America • North Country, NY, USA • Plattsburgh, NY, USA • Saratoga County, NY, USA Req #2016Monday, May 6, 2024Over 35 years strong and fueled by 1,700 smart, passionate employees across New...

  • Individual Product Advisor

    3 weeks ago

    North Country, United States MVP Health Care Full time

    Individual Product AdvisorAlbany County, NY, USA • Clinton County, NY, USA • Headquarters Office, 625 State Street, Schenectady, New York, United States of America • North Country, NY, USA • Plattsburgh, NY, USA • Saratoga County, NY, USA Req #2016Tuesday, June 11, 2024Over 35 years strong and fueled by 1,700 smart, passionate employees across New...

  • Financial Advisor

    3 weeks ago

    North Little Rock, United States First Command Financial Services, Inc. Full time

    4 out of 5 of our Advisors are veterans or military spousesWho we are:First Command is committed to helping military families get their financial lives squared away. As we continue to expand our advisor force, we are seeking leaders who have internal drive, entrepreneurial mindsets and a desire for professional growth.What our Advisors do: Directly engage...

  • Wealth Management Advisor

    1 month ago

    Mankato, United States U.S. Bank Full time

    At 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,...

  • Wealth Management Advisor

    4 weeks ago

    Mankato, United States U.S. Bank Full time

    At 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,...

  • Investment Advisor

    4 weeks ago

    North Bend, United States First Community Credit Union of Oregon Full time

    Job DescriptionJob DescriptionYou are a perfect match for our Credit Union! The Investment Advisor position is a key role at First Community for the professional who seeks to work with clients and prospects in assessing their financial goals, needs, and objectives. You will be an integral member of a dynamic customer-focused Investment Services department...

  • Inmate Advisor

    2 weeks ago

    North Dartmouth, United States Bristol County Sheriff's Office Full time

    **Those who are interested in this position must submit a resume and letter of interest to the Human Resources Division by June 25, 2024.** 1. **Title** **Agenda** Inmate Advisor Bristol County Sheriff’s Office 2. **Union ** **Salary Grade Date** NCEU Ad-Tech 15 5/2023 3. **General Statement of Duties and Responsibilities**: Inmate Advisors shall...

  • Automotive Service Advisor

    1 month ago

    North Randall, United States Conrad's Tire Express and Total Car Care Full time

    Are you someone who is looking for a career in automotive, but may not have the training yet? Conrad's is looking for team members who are willing to learn! No Experience needed. Paid training is given to help you advance in your new career!!Launch your career today as a Service Advisor in our Management Development Program that will take you from an entry...

  • Automotive Service Advisor

    4 weeks ago

    North Randall, United States Conrad's Tire Express and Total Car Care Full time

    Are you someone who is looking for a career in automotive, but may not have the training yet? Conrad's is looking for team members who are willing to learn! No Experience needed. Paid training is given to help you advance in your new career!!Launch your career today as a Service Advisor in our Management Development Program that will take you from an entry...

  • Senior Academic Advisor

    4 weeks ago

    North Andover, United States Merrimack College Full time

    Job DescriptionJob DescriptionPosition OverviewMerrimack College has an opening for a Senior Academic Advisor. The Senior Academic Advisor will advise, mentor, and support students in the School of Arts and Sciences. The Senior Academic Advisor will work with undecided students in the sciences and student part of the “Discover” program. Senior Academic...

  • Senior Academic Advisor

    4 weeks ago

    North Andover, United States Merrimack College Full time

    Job DescriptionJob DescriptionPosition OverviewMerrimack College has an opening for a Senior Academic Advisor. The Senior Academic Advisor will advise, mentor, and support students in the School of Arts and Sciences. The Senior Academic Advisor will work with undecided students in the sciences and student part of the “Discover” program. Senior Academic...