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in Stewartville, MN
Floating Member Experience Advisor II- All Branches
•3 days ago
Estimated Pay | $17 per hour |
---|---|
Hours | Full-time, Part-time |
Location | Stewartville, Minnesota |
Compare Pay
Estimated Pay We estimate that this job pays $17.44 per hour based on our data.
$13.28
$17.44
$25.22
About this job
Purpose: The Member Experience Advisor II will play a key role in facilitating the account opening process for new members. This position requires a strong understanding of financial products, excellent interpersonal skills, and a commitment to delivering exceptional service to members. The successful candidate will work closely with clients to gather necessary information, explain account options, and ensure a smooth onboarding experience.
Essential Job Function
Performance Measurements
Mental Requirements of this Position
Essential Job Function
1. Account Opening
-
- Welcome members with a warm and professional demeanor as they enter the lobby.
- Assist members with opening new accounts and maintaining existing accounts.
- Build and maintain positive relationships with members to enhance their overall experience.
- Cross-Sell the appropriate loan products and services based on member need
- Process account closures and modifications promptly
- Open IRA, HSA, Business, and other accounts for members
- Adhere to CIP guidelines, policies, and procedures
- Provide support to members and the branch as needed
- Complete loan applications for members as needed.
- Print debit cards for members
- Initiate debit card and kiosk disputes
- Conduct coin transactions
- Manage and balance the vault and coin machine daily
- Print cashier's checks
- Troubleshoot issues with the kiosk
- Conduct transactions for members as needed
- Order checks and other financial products for members
- Direct members to the appropriate team member as needed
- Position yourself to be viewed as an expert in knowledge of all Credit Union products necessary to discuss features and benefits and process requests
- Contribute positively towards a cooperative work environment for members and co-workers.
- Assist in evaluating quality and effectiveness of service delivery and make recommendations to management based on member feedback about the competitiveness of our products and services.
- Strong knowledge of technology channels especially within line with the credit unions eService channels.
- Keep supervisors informed of area activities and significant problems.
- Attend and participate in meetings as required.
- Keep work area clean, secure, and well maintained.
- Assume responsibility in fostering a team centric service environment.
- Perform all other duties as assigned.
- Work closely with team members to ensure the community space is always represented with credit union staff to aid in direction of new and potential members.
Performance Measurements
- Functions are efficiently, effectively, and accurately performed in accordance with established policies, standards, and security procedures
- Membership growth is well represented as utilization of the community space.
- Good business relations exist with members. Member problems and complaints are promptly and professionally addressed and resolved
- Accurate and complete information about credit union products and services is provided to members
- Good working relationships and coordination exist with personnel and with management. Appropriate assistance is provided to staff as needed. Supervisor is informed of activities
- Required balancing and reports are accurate, complete, and timely
- The credit union's professional reputation is conveyed and maintained
- Education/certification
- A minimum of a High school diploma or equivalent. Associates or Bachelor's degree in Finance, Business or related field is a plus.
- Required Knowledge
- General knowledge of credit union policies and procedures
- Basic understanding of loans, payment process, and credit union products.
- Experience Required
- At least six months of experience in the Member Advisor I role is preferred.
- At least one to three of experience in member service at a full-service financial institution.
- Skills/Abilities
- Excellent communication and public relation skills
- Ability to work well under pressure
- Ability to use a personal computer and related software applications.
- Solid math and bookkeeping abilities
- Finger Dexterity
- Using primarily fingers to make small movements such as typing, picking up small objects or pinching fingers quickly.
- Talking
- Especially where one must frequently convey detailed or important instructions or ideas accurately, loudly, and quickly.
- Average Hearing
- Ability to hear average or normal conversation and receive ordinary information.
- Average visual abilities
- Average/ordinary visual accuracy necessary to prepare or inspect documents and products or operate machinery
- Physical Strength
- Sedentary work, sitting most of the time. Occasionally exert up to 50 lbs. of force.
Mental Requirements of this Position
- Reasoning Ability
- Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables.
- Mathematics Ability
- Ability to perform very basic math skills including addition, subtraction, multiplication, and division of two-digit numbers.
- The four basic arithmetic operations with money and operations with units such as inch, foot, yard, ounce, and pound
- including their metric counterpart
Working Conditions
- Standard office conditions
- Travel to different branches in the same geographic area on a daily basis required