Member Experience Advisor

Addition Financial Credit Union; Town of Florida (NY); On-site; USD 35,000 - 50,000; Full time

Benefits offered by this job

401k with profit sharing

Comprehensive medical, dental and vision coverage

Tuition assistance up to $5,000 annually

Generous vacation and sick pay

Paid parental leave

Major holidays off

Job summary

Addition Financial Credit Union in New York is seeking a motivated Relationship Advisor to enhance member experiences. The role involves processing financial transactions, providing exceptional service, and identifying members' needs.

The ideal candidate will have a High School Diploma and experience in customer service. The position offers competitive benefits including 401k, health coverage, and tuition assistance.

Qualifications

• Proficient in credit union systems including Windows and Microsoft Office software.
• Experience with core banking applications like Symitar or MortgageBot.
• Minimum 1 year of customer service and cash handling experience.

Responsibilities

• Process financial transactions for members.
• Establish and maintain positive advisory relationships.
• Identify changes in members' lives to recommend relevant services.

Skills

Customer service

Cash handling

Attention to detail

Communication skills

Education

High School Diploma or GED

Tools

Microsoft Office

Core banking applications

Job description

Addition Financial Credit Union in New York is seeking a motivated Relationship Advisor to enhance member experiences. The role involves processing financial transactions, providing exceptional service, and identifying members' needs.

The ideal candidate will have a High School Diploma and experience in customer service. The position offers competitive benefits including 401k, health coverage, and tuition assistance.