Member Service Advisor - Branch Float

General Summary (What is done and why)

The Member Service Advisor (MSA) reinforces and builds member relationships through efficient response to members' service requests and solicitation of new loan and deposit product purchases. This position is responsible for consistently exceeding member expectations and meeting sales goals by matching the full range of Credit Union products and services with an informed understanding of members' needs and making appropriate lending recommendations based on established guidelines.

 

Essential Functions, in Priority Order (Majority of duties, but not meant to be all inclusive or prevent other duties from being assigned as necessary)

1.   Sell and deliver Credit Union loan, deposit, investment, business, electronic and convenience products, and services. This includes gathering information to complete loan applications, evaluating credit reports, offering solutions to members, and submitting recommendations based on established lending guidelines.

2.     Act as the primary source of product information and service support for member and staff inquiries, timely problem resolution and account maintenance. Maintain a high knowledge of all Credit Union products and services.

3.   Provide accurate, complete, and consistent documentation in a timely manner.

4.   Participate in and contribute to training and team development to assist in adaptation to new processes and systems.

5.   Perform teller functions as needed.

 

Education (Minimum education required to perform the duties of this position)

·    High school diploma or equivalent.

·    Some college preferred.

 

Experience (Minimum experience required to perform the duties of this position)

In addition to the education requirements:

·    Minimum of two years' experience in a related sales field.

·    Sales or referral experience with proven results.

·    NMLS registration required upon hire.

 

Knowledge, Skills, and Abilities (Minimum technical and communication skill levels and licenses/certificates normally required to perform the duties of this position)

·    Honesty and integrity

·    Excellent communication skills.

·    Good business writing skills.

·    Computer literacy and keyboarding skills.

·    Thorough knowledge of lending principles.

·    Analysis and resolution skills.

·    Self-motivated with demonstrated sales skills.

·    Phone sales solicitation skills.

·    Knowledge of Credit Union products, services, and banking regulations.

·    Ability to engage members in conversations to increase product penetration.

·    Valid Driver’s License required.

 

Required Competencies

·    Problem Solving

·    Drive for Results

·    Time Management

·    Dealing with Ambiguity

·    Demonstrates Courage

·    Interpersonal Savvy

·    Customer Focus

·    Integrity and Trust

·    Self-Development

·    Business Acumen

Mental Requirements

·    Ability to identify member and staff needs.

·    Ability to use good judgment and make sound decisions quickly.

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