Member Engagement Advisor - Call Center (Finance)

Jimmy Jazz; Florida; On-site; USD 34,000 - 41,000; Full time

Job summary

Tropical Financial Credit Union in Miramar, FL, seeks a Member Engagement Advisor I to deliver first-class member service over inbound and outbound calls. You will process phone transactions, maintain accounts, and promote products while upholding security and compliance.

The role emphasizes accurate records, adherence to policies, and a strong focus on member satisfaction and problem resolution in a fast-paced environment.

Qualifications

• Experience in banking or financial services customer support.
• Ability to process transactions and maintain member accounts.
• Strong interpersonal and communication skills.

Responsibilities

• Provide service that meets service standards and achieve annual goals.
• Cross-sell credit union products based on member needs.
• Maintain accurate transaction records and balance daily.

Skills

Customer service

Phone support

Cross-selling

Financial products knowledge

MS Office

Education

High school diploma

Tools

Outlook

Excel

Word

Job description

Tropical Financial Credit Union in Miramar, FL, seeks a Member Engagement Advisor I to deliver first-class member service over inbound and outbound calls. You will process phone transactions, maintain accounts, and promote products while upholding security and compliance.

The role emphasizes accurate records, adherence to policies, and a strong focus on member satisfaction and problem resolution in a fast-paced environment.