Member Experience Advisor

Financial Partners Credit Union; Downey, Northern (CA, KY); Hybrid; USD 30,000 - 41,000; Full time

Job summary

Financial Partners Credit Union in Downey, CA is seeking a Member Advisor to serve as the primary contact for members, delivering exceptional service and tailored solutions while building lasting relationships.

You will work with multiple departments to provide accurate information, assist with inquiries, and support enrollment and renewals, with emphasis on member satisfaction, compliance, and ongoing improvements.

Qualifications

• High school diploma or equivalent.
• 2-3 years of customer service or advisory experience in financial services.
• Strong verbal and written communication skills.
• Ability to handle multiple tasks and maintain attention to detail.
• Proficiency with basic computer applications and data entry.

Responsibilities

• Respond promptly and professionally to member inquiries via phone, email, and in-person interactions.
• Assess member needs and provide appropriate guidance on products, services, and policies.
• Maintain accurate and up-to-date member records in the database.
• Collaborate with internal teams to resolve complex member issues and escalate when necessary.
• Educate members on new offerings, benefits, and updates to enhance their experience.
• Identify opportunities to improve service processes and contribute feedback to management.
• Support membership enrollment and renewal processes, ensuring compliance with organizational standards.

Skills

Communication

Organization

Problem-solving

Interpersonal skills

CRM software

Spanish language

Education

Associate’s or Bachelor’s degree in Business/Communications

Tools

CRM software

Job description

Financial Partners Credit Union in Downey, CA is seeking a Member Advisor to serve as the primary contact for members, delivering exceptional service and tailored solutions while building lasting relationships.

You will work with multiple departments to provide accurate information, assist with inquiries, and support enrollment and renewals, with emphasis on member satisfaction, compliance, and ongoing improvements.