Member Advisor
SouthPoint Financial Credit Union
Turn this role into an interview — a resume and cover letter built around what this employer wants.
Benefits offered by this job
Job summary
SouthPoint Financial Credit Union is seeking a Member Advisor to provide exceptional in-branch service and support members’ financial well-being. You will uncover and offer products to meet immediate and future needs, building meaningful relationships through referrals and outreach.
The role emphasizes friendly, professional, and personal service, handling daily transactions, loans, new accounts, and related services while upholding the credit union’s vision and values.
Qualifications
- Excellent communication and customer service skills.
- Ability to build open and honest relationships with members.
- Strong time management and critical thinking abilities.
Responsibilities
- Greet and assist members and non-members in-branch and at drive-thru.
- Advise on Credit Union products and services to meet member needs.
- Initiate and nurture outbound calls to strengthen relationships and cross-sell opportunities.
Skills
Education
Job description
Serve as a Member Advisor in the Credit Union branch setting. The primary responsibility is to provide excellent service by demonstrating the principals of SouthPoint Financial Credit Union and adhering to the vision of “
- Our Purpose is our Passion.
- We Champion Fearless Grit.
- It’s not about me, it’s about we.
Serve as a Member Advisor in the Credit Union branch setting. The primary responsibility is to provide excellent service by demonstrating the principals of SouthPoint Financial Credit Union and adhering to the vision of “Empowering People to Enhance Lives”. This position must also support and embody the core values of SouthPoint:
- Our Purpose is our Passion.
- We Champion Fearless Grit.
- It’s not about me, it’s about we.
The Member Advisor is responsible for assisting members with their financial well-being through in-branch need-based sales. This includes uncovering and offering products and services that meet the immediate and future needs of our members and developing meaningful relationships through referrals and external outreach. Accountable to cross-sell Credit Union products and services related to daily transactions, new accounts and consumer loans and mortgage products. Friendly, professional and personal service toward all SouthPoint Financial Credit Union members is mandatory.
- Greeting and welcoming current and non-members into the branch, as well as our drive thru areas.
- Build long-lasting relationships through trust, understanding, and personalized service.
- Strive to improve the member experience through each interaction, to give back to our members and our communities and to help our members and team mates to be successful.
- Advise on products and services to meet members’ needs that are offered by the Credit Union.
- Initiate outbound calls to existing and potential members to enhance relationships and identify cross-selling opportunities.
- Work with members on budgeting and financial goals to ensure financial success and seek opportunities to better the members’ experience by showing more efficient and effective ways to complete their banking needs.
- Adhere to and uphold the Credit Union’s core vision and mission in supporting the organizations efforts in promoting a culture of doing the right things, for the right reasons.
- Perform account servicing functions including but not limited to cash and check deposits, cash withdrawals, balance inquiries, internal and external transfers, member-to-member transfers, account closures, cashier’s check creation, stop payments, loan payments, loan payoffs, fee reversals and wire requests.
- Complete account maintenance activities such as debit card creation, debit card activity review, funds hold status reviews, pending ACH activity inquiries, e-statement removals, and next-day fee reversals.
- Initiate consumer, Ready Reserve, and real estate loan applications through digital platforms.
- Prepare loan payoff statements for members.
- Support skip payment requests.
- Initiate and process in-person account applications for consumer, business and specialty accounts.
- Support business account services, including Health Savings Accounts (HSA), contributions, distributions, transfers, and related research.
- Perform account, statement, notice, historical document, and check image research using multiple internal systems.
- Resolve member issues, questions and complaints. Research, investigate, and document member problems or complaints and/or direct these matters through proper channels to ensure follow-up to achieve member satisfaction.
- Abide by all Bank Secrecy Act (BSA) responsibilities applicable to this role.
- Perform other duties as assigned.
- Excellent communication and customer service skills and display a professional image, with a demonstrated ability to build open and honest relationships.
- Professional, well-developed interpersonal skills are essential for serving members and projecting a positive image as a representative of the Credit Union.
- Highly organized, self-motivated and self-managed.
- Excellent analytical and decision-making skills, attention to detail, accuracy and thoroughness.
- Able to work under pressure, to process multiple tasks concurrently with a high degree of accuracy, and able to interact and maintain a positive attitude under challenging circumstances.
- Demonstrated ability to solicit business and enhance member relationships.
- Act as a team player with maturity, confidentiality and adaptability, including willing to adapt to changing job requirements/hours.
- Perform clerical support duties as necessary.
- Assist with various marketing activities.
- High school diploma or GED required, associate’s degree or equivalent preferred
- Experience in a credit union, banking, lending or retail office—or related work experience—preferred.
- Professional and effective communication skills.
- Effective time management and critical thinking skills.
- Intermediate computer skills (able to utilize multiple systems simultaneously)
- Intermediate mathematical skills required (calculations and concepts involving decimals, percentages, fractions, etc.).
Never
Occasionally
- 25-2.5 hrs daily
Frequently
2.5-5.5 hrs daily
Continuously
5.5-8 hrs daily
Never
Occasionally
- 25-2.5 hrs daily
Frequently
2.5-5.5 hrs daily
Continuously
5.5-8 hrs daily
Walk
Stand
Drive
Lift/Carry
Indicate Amount/Frequency Below
Reach Above
Bend/Stoop
Use Hands for
Pushing/Pulling
Fine Manipulation
Stress Level
At SouthPoint , we value our employees and strive to provide a comprehensive benefits package to support your well-being. Benefits include:
- Medical Insurance
- Vision Insurance
- Dental Insurance
- Life and AD&D Insurance
- Health Savings Account / Flexible Spending Account
- 401k and 401k Matching
- Paid Time Off
- 13 Paid Holidays
- Long-Term Disability Insurance
- Student Loan Debt Assistance
- Pet Insurance
- Logo Wear Benefit
- Employee Assistance Program (EAP)
The above information on this description has been designed to indicate the general nature and level of work performed by employees in this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job.
'/%3e%3cpath%20d='M101.744%2012.4726L102.894%2016.1947L99.0021%2013.2201L101.744%2012.4726ZM105.3%208.40937H100.488L99.0026%203.59473L97.5116%208.41047L92.7%208.40385L96.5965%2011.3834L95.1055%2016.1942L99.0021%2013.2196L101.408%2011.3834L105.3%208.40992V8.40937Z'%20fill='white'/%3e%3cdefs%3e%3clinearGradient%20id='paint0_linear_5593_1381'%20x1='90'%20y1='9.44471'%20x2='99'%20y2='9.44471'%20gradientUnits='userSpaceOnUse'%3e%3cstop%20stop-color='%2300AD70'/%3e%3cstop%20offset='0.998594'%20stop-color='%2300B67A'/%3e%3cstop%20offset='1'%20stop-color='%23DCDCE6'/%3e%3c/linearGradient%3e%3c/defs%3e%3c/svg%3e){kind=small}
