Member Experience Advisor

Kinetic Credit Union; Columbus (GA); Sur place; USD 19 000 - 30 000; Plein temps

Avantages offerts par ce poste

PTO

11 paid holidays

Medical Insurance

Dental Insurance

Vision Insurance

401(k)

Résumé du poste

Kinetic Credit Union in Columbus, GA seeks a Member Advisor to engage members in-branch and educate them about products and services. You will use consultative selling to identify cross-sell opportunities, open accounts, and provide financial counseling while maintaining excellent service and security standards.

Responsibilities include handling teller transactions, onboarding new members, and supporting compliance with BSA/AML.

Qualifications

• Two years of college or an associate’s degree preferred.
• Two years customer service experience in a financial institution or two years retail customer service experience in a sales environment.
• Knowledge of methods, practices and terminology of credit union or retail banking.

Responsabilités

• Assist members using the PTM and educate on interactive teller technology.
• Complete Currency Transaction Reports for applicable transactions over $10,000.
• Perform all Teller transactions and assist when needed.
• Open new accounts and cross-sell products to deepen member relationships.

Connaissances

Customer service

Sales

Communication

Teamwork

Formation

Two years of college or associate degree

Outils

Microsoft Word

Excel

Notary

Description du poste

Kinetic Credit Union in Columbus, GA seeks a Member Advisor to engage members in-branch and educate them about products and services. You will use consultative selling to identify cross-sell opportunities, open accounts, and provide financial counseling while maintaining excellent service and security standards.

Responsibilities include handling teller transactions, onboarding new members, and supporting compliance with BSA/AML.