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Member Advisor - Glenrock

Reliant Federal Credit Union Glenrock, WY

  • Expired: over a month ago. Applications are no longer accepted.
Job Description

Role: The primary function of the Member Advisor is to assist new and existing members with their immediate, short term and long-term financial needs/goals through exceptional service and problem solving. Promotes credit union products and services based on member needs as determined from quality conversations.

Essential Functions:

  • Consult with members and potential members to identify needs and provide solutions that are in their best interest. Enthusiastically promotes Reliant FCU products and services.
  • Exhibit a thorough knowledge of credit union products and services in order to educate members.
  • Respond to all inquiries, either in person/phone or other means, to identify member needs in accordance with the credit union team operating principals.
  • Open new accounts and service existing accounts. This includes ALL account types. For example, certificates of deposit, business accounts, trust accounts, representative payee accounts and estate accounts and IRAs.
  • Originate loan applications, process loan closings, and make appropriate recommendations for Debt Protection, GAP, and Mechanical Repair Coverage.
  • Identify opportunities through quality member conversations and analysis of credit bureau reports.
  • Deepen member loyalty through quality member onboarding.
  • Process all types of account changes as needed.
  • Process wire transfer requests.
  • Serve as Medallion Signature Guarantor.
  • Serve as a Notary Public.
  • Be open to learning new processes and take the initiative to apply them to the job in order to meet established goals.
  • Account for all monies and balance cash and negotiable instruments to computer daily.
  • Process credit and debit card disputes.
  • Maintain integrity and privacy of all member records.
  • Assist in training of new employees as instructed by management.
  • Assist in any area as directed.

Expectations:

  • Proficient knowledge of accounts, account types, loans, and documentation to open, apply or maintain.
  • Identify member needs and recommend appropriate products and services.
  • Provide accurate, courteous, friendly, timely and professional service to all members.
  • Knowledge of internal and external use products and services.
  • Develop an understanding of credit union history, philosophy, and comply operational procedures.
  • Meet goals as established by management.

Skills and Abilities:

  • Maintains a professional work environment and businesslike appearance
  • Skilled in assessing, prioritizing multiple tasks, projects and demands.
  • Excellent written, oral, and interpersonal communication skills.
  • Skilled in assessing, analyzing, identifying, and recommending solutions to problems.
  • Promotes the well-being of our members, volunteers, employees, and community.
  • Maintains a calm and courteous demeanor in demanding situations.
  • Proficient in Microsoft Office

Education and Experience

  • High school education or GED
  • 1 year of similar or related experience


Job Posted by ApplicantPro

Reliant Federal Credit Union

Address

Glenrock, WY
82637 USA

Industry

Retail

View all jobs at Reliant Federal Credit Union