Client Service Representative

1 week ago

Tell City, Indiana, United States Hoosier Hills Credit Union Full time
Position Overview:
As a vital member of Hoosier Hills Credit Union, the Member Advisor plays a crucial role in delivering outstanding service to our valued members. This position focuses on building strong relationships and providing tailored financial solutions that meet individual member needs.

Key Responsibilities:
  • Exceptional Service Delivery: Execute transactions efficiently, from teller duties to loan processing, ensuring accuracy and professionalism.
  • Financial Advisory: Provide personalized financial guidance and budget counseling to help members achieve their financial objectives.
  • Regulatory Compliance: Adhere to established procedures and stay informed about regulatory changes affecting daily operations.
  • Relationship Management: Serve as a trusted resource for members, addressing inquiries and resolving issues with care and expertise.
  • Sales Achievement: Actively seek opportunities for cross-selling and referrals to meet and surpass sales targets.
  • Member Satisfaction: Proactively manage member requests and concerns, ensuring a high level of satisfaction and loyalty.
  • Team Collaboration: Work closely with colleagues to share updates and support community engagement initiatives.
  • Product Knowledge: Leverage in-depth knowledge of credit union offerings to enhance member value and align with organizational goals.
  • Continuous Development: Engage in ongoing learning to foster personal and professional growth.

Qualifications:
  • Education: High school diploma or equivalent is required.
  • Experience: 1-2 years in a customer service or retail role within the financial sector, including cash handling experience.
  • Product Knowledge: Comprehensive understanding of retail and credit union products, with a proven sales and service background.
  • Communication Skills: Excellent verbal and written communication abilities that enhance member interactions.
  • Professional Attitude: Maintain a positive demeanor and professional appearance.
  • Analytical Skills: Capable of analyzing information and making informed decisions.
  • Relationship Building: Proven ability to cultivate positive relationships with colleagues and members.

Compensation and Benefits:
  • Salary: Competitive salary based on experience.
  • Benefits: Comprehensive benefits package including health insurance and retirement plans.
  • Career Growth: Opportunity to be part of a team dedicated to making a positive impact in the community.

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