Member Advisor

Park-View-Federal-Credit-Union-; Broadway (VA); On-site; USD 26,000 - 32,000; Full time

Benefits offered by this job

Health Insurance

Dental & Vision Insurance

401k Retirement

Education Reimbursement

Wellness Allowance

Paid Holidays

Job summary

Park View Federal Credit Union is seeking a Member Advisor for our Contact Center who will help members improve their financial lives while advancing their own career. You will work directly with members on a wide range of services, advise on products to meet personal goals, and build lasting relationships.

We offer a structured training program, strong teamwork, and a supportive environment. The role requires flexibility for a full-time schedule including Saturdays and includes competitive

Qualifications

• Bachelor's degree preferred.
• Friendly and professional demeanor.
• Competence with computer technology.
• High accuracy and attention to detail.
• Desire to learn and progress.
• Flexible hours; full-time around 40 hours; Monday through Saturday.
• Knowledge of financial products and services.
• Six months to two years of related experience.

Responsibilities

• Assist members with transactions, accounts, online banking, and cards.
• Advise on products and services to meet personal financial goals.
• Build relationships and be an active listener to solve member needs.
• Support training to learn Park View products.
• Coordinate a full-time schedule including Saturdays.

Skills

Customer service

Active listening

Team player

Problem solving

Attention to detail

Technical literacy

Education

Bachelor's degree

Job description

We are looking for someone who is passionate about working with members to improve their financial lives while growing their own career. Come join our Member Advisor Team in our Contact Center, where you’ll have the opportunity to make a positive impact on our members every day.Here are some of the responsibilities:As a Member Advisor, you would work directly with Park View members on a wide variety of services (some examples include transactions, accounts, online banking, and cards) and advise them how to best use our products and services to meet personal financial goals.Member Advisors build relationships with our members. When members have a financial need, we want them to think of Park View first, because you have already shown them you are an active listener and can help solve their problems.Member Advisors must learn a lot about our products and services to help members determine which will help them reach their goals. We have a great training program in place to get you there, but it takes a lot of effort on your part.We are also looking for someone who would enhance our already great work environment. Someone who loves working as a team, solving problems, learning new things, being creative, working hard, and having fun while doing so.The budgeted pay range for this role is $19.16 - $23.42, depending on qualifications** (Our typical Member Advisor pay at hire is $22.80). **All Member Advisors are eligible to participate in an advanced training program that provides up to nearly a 12% increase in base pay upon successful completion.What We Offer:At Park View Federal Credit Union, we recognize that benefits are an important part of an employee's compensation package. We strive to maintain excellent and competitive benefits. Below is a brief overview of what we offer to employees.Health Insurance - for most plans, Park View pays the entire premium for Full-Time employees and coverage begins first of the month following your first day of employment!Dental & Vision InsuranceLife & Disability Insurance401k Retirement Account with a generous matching programEducation Reimbursement ProgramWellness Allowance of up to $250 to be used for health-related products, activities, and health club feesPTO for vacation, sick, or personal leave and an additional paid Volunteer Day to be used for community servicePaid Holidays - including your birthday!What else does it take to be a Member Advisor?A college education Bachelor's degree preferred.Must be friendly and represent the credit union in a professional and positive manner.Competence with computer technology.A high level of accuracy and attention to detail.A desire to learn and progress.Ability to be flexible with hours and days off. We try to accommodate your needs but must be fully staffed and ready to serve members Monday through Saturday. Our full-time work week is around 40 hours.Knowledge of and experience with financial products and services is a big plus. This includes sound management of personal finances, too.What kind of experience can be translated into success?Six months to two years of related experience is required. Our team includes those who have worked in schools, resorts, grocery stores, and a variety of roles including management. If you have successfully worked in a customer service role and left others better off for having interacted with you, we would love to hear from you!