Member Advisor
$45,926–$61,214 year
On-site · Ellettsville, Indiana, United States
Job Summary
Deliver exceptional member service, conduct transactions from teller functions to loan processing with precision and efficiency, and provide financial guidance and budget counseling tailored to individual member needs. Follow procedures for daily operations and stay updated with regulatory requirements while building trusted relationships and proactively engaging in referral and cross-selling opportunities to meet and exceed sales and service targets. Exceed member expectations by delivering service aligned with HHCU’s service promises, foster positive interactions, resolve discrepancies, collaborate with the team, support branch events and community outreach, and maximize member value by leveraging HHCU products. Pursue continuous learning and self-improvement to drive personal and team development.
Required Qualifications
- High school diploma or equivalent
- 1-2 years in a retail or customer service role in the financial industry with cash handling and clerical experience
- Strong grasp of retail and Credit Union products and services, with a proven track record in sales and service excellence
- Lending knowledge: loan training and an understanding of lending principles are preferred
- Top-notch communication skills: outstanding verbal and written communication
- Professional and positive attitude
- Analytical and judicious: ability to analyze data and make informed decisions
- Relationship builder: skill in maintaining positive relationships with management, peers, and vendors
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