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Member Service Advisor, Durham

2 months ago

Durham, North Carolina, United States Local Government Federal Credit Union Full time
Job Title: Member Service Advisor, Durham

About the Role:

We are seeking a highly skilled and customer-focused Member Service Advisor to join our team at Local Government Federal Credit Union. As a key member of our team, you will play a crucial role in providing exceptional member experience and promoting our financial products and services.

Key Responsibilities:

  1. Provide personalized solutions and create memorable interactions with members to exceed their expectations.
  2. Build and foster relationships with current and potential members to increase their financial well-being.
  3. Exhibit adept recognition and adjustment to member needs while employing active listening techniques to effectively de-escalate member concerns.
  4. Maintain and balance assigned cash drawer daily, while following operational procedures and cash limits.
  5. Accurately process member transaction requests and respond to member inquiries via various channels in a timely manner.
  6. Provide lobby support and maintain a strong knowledge of products and services available to Civic members, including current promotions.
  7. Assist with in-person opening of deposit and loan accounts by ensuring all information is received timely and accurately processed.
  8. Explain loan programs to members, evaluate their needs, and recommend loan options.
  9. Participate in beta-testing for possible workflow and process improvement and provide feedback to internal/external resources as needed.
  10. Educate members on digital solutions by providing self-service alternatives to manage finances at their convenience.
  11. Participate in required meetings and trainings while promoting a positive team environment.
  12. Collaborate with internal departments to provide a closed-loop experience for member requests.
  13. Comply with regulation, policies, procedure, and operational guidelines.

Requirements:

  1. Minimum 1-3 years of banking/member service experience.
  2. High school diploma or equivalent.
  3. Excellent verbal, written, telephone, and interpersonal communication skills.
  4. Demonstrated strong customer service skills.
  5. Notary Public in North Carolina, or ability to achieve in the first 6 months of employment.
  6. PC proficient, including Microsoft Office (Word, Excel, PowerPoint, Access, Outlook) and the Internet.
  7. Ability to function in a Consumer business office environment and utilize standard office equipment.
  8. Ability to lift a minimum of 25 lbs.
  9. Travel required on occasion.

Preferred Qualifications:

  1. Credit Union member service experience.
  2. Knowledge of financial products and services, mobile, and online banking a plus.

About Our Culture:

Our organization believes we can all do well by doing good. We value the contributions of diverse minds and prioritize the success and well-being of our employees. We also believe every person in our organization plays a role in supporting a healthy environment and helping to achieve our goal of prosperity for all.