Member Service Advisor, Greenville (Branch Advisor)
Company: Local Government Federal Credit Union
Location: Greenville
Posted on: September 20, 2024
Job Description:
Description: The Civic Advisor will play a crucial role in
providing superior member experience with enhanced awareness and
continued education of existing products and services. This is
accomplished by offering digital options, processing accurate and
professional member transactions and discovering member centric
account solutions. The Civic Advisor will be a part of the member's
journey in exploring financial goals, building trust through
operational soundness and becoming a frontline touchpoint for
members and staff. At the core, the Civic Advisor will embody
Civic's values, policies and vision while fostering an inclusive
environment for both branch staff and members.
NORMAL DAY-TO-DAY WORK
- Demonstrates exceptional member service by providing
personalized solutions, creating memorable interactions and
exceeding member expectations.
- Builds and fosters relationships with current and potential
members to increase their financial well-being.
- Exhibits adept recognition and adjustment to member needs while
employing active listening techniques to effectively de-escalate
member concerns. Conducts thorough research to address and resolve
member inquiries, preparing necessary documentation as needed.
- Maintains and balances assigned cash drawer daily, while
following operational procedures and cash limits. Participates in
opening and closing procedures, as needed.
- Accurately processes member transaction requests and responds
to member inquiries via various channels in a timely manner.
- Provides lobby support and maintains a strong knowledge of
products and services available to Civic members, including current
promotions. Inform members about products and services other than
those requested based on the member's financial information.
- Assists with in-person opening of deposit and loan accounts by
ensuring all information is received timely and accurately
processed.
- Explains loan programs to member, evaluates their needs and
recommends loan options. Complete member and loan applications and
escalate to the lending department as necessary.
- Participate in beta-testing for possible workflow and process
improvement and provide feedback to internal/external resources as
needed.
- Educates members on digital solutions by providing self-service
alternatives to manage finances at their convenience.
- Participates in required meetings and trainings while promoting
a positive team environment. Shares knowledge of member feedback
and effective practices.
- Collaborates with internal departments to provide a closed-loop
experience for member requests.
- Complies with regulation, policies, procedure and operational
guidelines. Proactively assesses and mitigates operational risks,
ensuring compliance with regulations, audit requests and implements
security measures when appropriate.
JOB QUALIFICATIONS Here are a few qualifications you MUST have to
be qualified for this position.
- Minimum 1 - 3 years of banking/member service experience.
- High school diploma or equivalent.
- Excellent verbal, written, telephone and interpersonal
communication skills.
- Demonstrated strong customer service skills.
- Notary Public in North Carolina, or ability to achieve in the
first 6 months of employment.
- PC proficient, including Microsoft Office (Word, Excel,
PowerPoint, Access, Outlook) and the Internet.
- Ability to function in a Consumer business office environment
and utilize standard office equipment including but not limited to:
PC, copier, telephone, etc.
- Ability to lift a minimum of 25 lbs. (file boxes, computer
printer).
- Travel required on occasion.
Here are a few qualifications we'd LIKE for you to have.
- Credit Union member service experience.
- Knowledge of financial products and services, mobile and
on-line banking a plus.
OUR CULTUREOur organization believes we can all do well by doing
good. We value the contributions of diverse minds and prioritize
the success and wellbeing 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.
To this end, we recruit bright, energetic, and talented people to
be members of our team. In return, we offer a dynamic workplace
that presents opportunities for professional advancement and
individual growth. We strive to always display integrity,
self-awareness, courage, and respect for one another while
continuing to seek opportunities to learn. We really believe that
when our employees succeed, our community wins.
If you have questions about this position description, please feel
welcome to ask. You can reach HR at: Human Resources3600 Wake
Forest Rd, Raleigh, NC 27609 careers@civicfcu.orgRequirements:
PIdfec8fed4000-37248-34937678
Keywords: Local Government Federal Credit Union, Greenville , Member Service Advisor, Greenville (Branch Advisor), Accounting, Auditing , Greenville, North Carolina
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