Member Advisor I

Paycom - ATS; Maryland; Hybrid; USD 36,000 - 52,000; Full time

Job summary

Andrews Federal Credit Union is seeking a Member Advisor I to support members via phone, chat, audio, and video while delivering timely information and troubleshooting issues. The role focuses on creating a consultative virtual experience and promoting credit union products.

Responsibilities include handling inquiries, resolving complaints, assisting with enrollments in Virtual Branch services, and maintaining documentation in core systems. Remote or onsite work flexibility is available.

Qualifications

• High school diploma or GED.
• 1-2 years of experience in a financial services call center and credit union platforms, systems, and applications.
• Experience with credit union banking products and member service.
• Proficient in Microsoft Office and banking information systems, and video conferencing tools such as Glia.

Responsibilities

• Adhere to credit union policies, procedures, and regulatory/security requirements.
• Maintain high service excellence to support CSAT standards.
• Use virtual channels to build ongoing member relationships.
• Research, identify, and resolve member complaints promptly.
• Assist new and existing members with enrollments on Virtual Branch products and services.
• Ensure Virtual Branch documents are retained and scanned into core systems.
• Respond to member and staff requests for virtual banking information or transaction help.
• Interact with coworkers, supervisors, members and external contacts professionally to reflect Andrews Federal Credit Union.
• Collaborate with other departments to strengthen relationships via virtual channels.
• Act as SME for Andrews Federal Credit Union products, especially live chat and outsourced call center partner.
• Promote products/services to current and potential members to support production goals.
• Flexibility to work remote or onsite.

Skills

Verbal communication

Video conferencing

CRM

Microsoft Office

Customer service

Multichannel support

Education

High school diploma or GED

Tools

CRM

Desktop

Glia

Job description

Job Details: Job Location: Remote - MD, Position Type: Full Time, Job Category: Banking, Purpose of Position

Member Advisor I provides support to members through multiple communication channels (phone, chat, computer audio, video) primarily focusing on a holistic approach to enhance new and existing members virtual experience by delivering timely communication and troubleshooting various issues. Member Advisors respond to inquiries, manage complaints, troubleshoot significant service problems, and provide general information while projecting a professional company image through all communication channels. Responsible for creating and contributing to an environment that influences the use of technology to members' needs today and in the future.

Essential Duties

• Knowledgeable and compliant with all credit union policies and procedures, and regulatory requirements and security protocol.
• Maintain a high level of service excellence supporting departmental/organizational CSAT Score standards.
• Utilize virtual channels to establish and maintain ongoing relationships with members.
• Research, identify, and resolve member complaints timely.
• Support new and existing members with new enrollments on all Virtual Branch products and services.
• Ensures that Virtual Branch related documents are being properly retained, imported into core systems, scanned and/or quality controlled.
• Responds to members and staff requests for virtual banking services information or assistance with transactions problems.
• Interact with co-workers, supervisors, members and outside contact in an appropriate, professional manner which projects a positive image of the department and Andrews Federal.
• Works in conjunction with other departments and staff to develop and strengthen relationships with members who choose our virtual channels.
• Act as a subject matter expert in all Andrews Federal Credit Union products and services - especially live chat and outsourced call center partner.
• Recognize, guide, and promote credit union products and/or services to current and potential members contributing to the organizational overall production goals.
• Flexibility to work remote or onsite.
• Other duties as assigned.

Required KSA's

• High school diploma or GED.
• Minimum of 1-2 years of experience in a financial services call center and credit union platforms, systems, and applications.
• Experience credit union or financial institution banking share and loan products and/or member service experience.
• Proficient in the use of Microsoft Office products, banking information systems, and video conferencing software that are applicable to the area of assignment which include: CRM, Desktop, Glia.
• Comfort with being viewed by customers through a video screen and communicating through video conferencing.
• Possess excellent verbal and non-verbal communication and presentation skills.
• Knowledge of the structure and content of the English language including the meaning and spelling and words, rules of composition, and grammar including the ability to comprehend written sentences and paragraphs in work related documents.

Physical Requirements

• Ability to sit at a desk and computer for extended periods.
• Ability to lift up to 20 pounds.

In accordance with the Americans with Disabilities Act, requirements may be modified to reasonably accommodate disabled individuals. However, no accommodation will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization. EOE