Member Advisor (On-Site) - Kendall

EdFed; Illinois; On-site; USD 36,000 - 60,000; Full time

Benefits offered by this job

Paid Birthday

Paid Holidays

Paid Sick Time

Paid Vacation

Tuition Reimbursement

401K with matching funds

CU contributions

Job summary

EdFed in Illinois is seeking a Member Advisor to provide exceptional member service across deposits and loans, new accounts, and referrals. You will help members with transactions, paperwork, and access to services, while guiding them to suitable Credit Union products.

Responsibilities include safe deposit access, wire transfer prep, notary and guarantee services, and occasional travel to branches. A high school diploma or better is required, associates or higher preferred.

Qualifications

• High school diploma or better required.
• Associates degree or higher preferred.

Responsibilities

• Process deposits, withdrawals, loans, transfers and other transactions.
• Prepare paperwork for wire transfers, stop payments, direct deposits, cards and statements.
• Open/close safe deposit boxes and provide access.
• Discuss banking products and promotions with members and refer suitable services.
• Act as lobby leader and direct members to information sources.
• Assist with school branch liaison and community events.
• Provide Notary, Medallion and Signature Guarantee services.
• Travel between branches as needed and work Saturdays.
• Mentor new Member Advisors and assist with training.

Skills

Customer service

Cash handling

Cross-selling

Banking products

Attention to detail

Education

High School or better

Associates or better

Tools

Notary services

Signature Guarantee

Power of Attorney processing

Job description

The Member Advisor provides exceptional member service by serving as a consultant to members on a wide variety of deposit and loan transactions/inquiries including new accounts and loan applications/closings, resolving member issues accurately and in a timely manner, and effectively identifying members' needs and making appropriate referrals for Credit Union's products and services.

Duties Include

• Processes various types of transactions for members including cash and non-cash deposits, withdrawals, loan payments, transfers, cash advances, cashier’s checks, savings bonds, IRA deposits, CD withdrawals, etc.
• Services member accounts by preparing the necessary paperwork for wire transfers; processing stop payment requests, direct deposit payroll request forms, new/lost/stolen cards, check orders, and temporary checks; assisting with Online Banking setup; processing address change requests; and printing copies of checks and statements.
• Opens, closes, and provides member access to safe deposit boxes and completes necessary documentation.
• Has the knowledge and ability to discuss features and benefits of all credit unions products and services in detail. Maintains awareness of all current promotions or campaigns.
• Maximizes every member contact as an opportunity to identify what Credit Union products and services would be beneficial to them and makes appropriate referrals.
• Serves as “lobby leader” and is responsible for assessing walk-in member’s needs and directing them to the appropriate information source to ensure maximum lobby efficiency and minimize member waiting time.
• Serves as a school branch liaison at the Credit Union’s high school branches as necessary.
• Periodically participates in volunteer external networking and promotional events with local schools, colleges, and other community business partners.
• Actively participates in team meetings/daily huddles to provide input and ideas regarding branch business strategy.
• Assists members with opening Share Certificates and IRAs and processes account maintenance requests as needed.
• Processes new account requests and loan applications. Possesses an intermediate level of knowledge with regards to loan closings.
• Obtains license to offer credit life and disability insurance on all lending products. Understands other lending ancillary products such as GAP insurance and Vehicle Service Agreements in order to discuss benefits with members.
• Regularly follows up with members through the process of onboarding new accounts or obtaining necessary information for loan closings. Assists with outbound calling as needed.
• Assists with training and mentoring of new Member Advisors to ensure all aspects of the skills checklist are mastered.
• Assists members with various advanced account maintenance. This includes but is not limited to account reconciliation, address changes, name change, add joint and/or beneficiary, share ID and account number changes, fraud disputes, letters, etc.
• Provides Notary, Medallion and Signature Guarantee stamp services.
• Processes approved Power of Attorney and Trust Account related transactions.
• Required to have the ability to travel throughout the branch network to provide staffing assistance at all branch locations when necessary.
• Required to work on Saturdays.
• Performs other duties as assigned by management.

Job Type: Full-Time

The following are some benefits offered to employees of EdFed:

• Paid Birthday
• Paid Holidays
• Paid Sick and Personal Time
• Paid Vacation
• Tuition Reimbursement
• 401K (with matching funds) and CU contributions

Qualifications

Preferred

• Novice
• Intermediate

Time Management

Intermediate

Problem Solving

Intermediate

Member Service

Advanced

Behaviors

Dedicated

Devoted to a task or purpose with loyalty or integrity

Team Player

Works well as a member of a group

Detail Oriented

Capable of carrying out a given task with all details necessary to get the task done well

Enthusiastic

Shows intense and eager enjoyment and interest

Motivations

Goal Completion

Inspired to perform well by the completion of tasks

Growth Opportunities

Inspired to perform well by the chance to take on more responsibility

Ability to Make an Impact

Inspired to perform well by the ability to contribute to the success of a project or the organization

Education

Required

High School or better.

Preferred

Associates or better.

Equal Opportunity Employer
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