Member Experience Advisor

Everwise Credit Union; United States; On-site; USD 40,000 - 47,000; Full time

Job summary

Everwise Credit Union is seeking a Member Service Associate to assist members by phone or other channels with financial needs, answer questions, and process transactions. The role emphasizes quality service and building lasting member relationships.

Responsibilities include promoting credit union products, ensuring first-contact resolution, and maintaining high service standards. Weekend and holiday hours may apply, with base pay starting at $19 per hour.

Qualifications

• High School Diploma or GED required.
• 1+ years in financial services or 2+ years customer service/call center experience preferred.
• Clear verbal and written communication with excellent phone skills.
• Ability to multi-task and work in a fast-paced environment.
• Basic mathematical and analytical skills; proficient data entry and computer literacy.

Responsibilities

• Assist members via telephone or other channels with financial needs and transactions.
• Identify opportunities to promote credit union products and services.
• Provide courteous, efficient service and strive for first contact resolution.
• Maintain high quality metrics such as Member Satisfaction and accuracy.
• Support team and contribute to credit union growth and goals.

Skills

Clear verbal communication

Clear written communication

Listening skills

Phone communication

Data entry

Multi-tasking

Basic math/analytical skills

Windows proficiency

Education

High School Diploma or GED

Tools

Windows

Spreadsheet software

Word processing

Job description

Everwise Credit Union is seeking a Member Service Associate to assist members by phone or other channels with financial needs, answer questions, and process transactions. The role emphasizes quality service and building lasting member relationships.

Responsibilities include promoting credit union products, ensuring first-contact resolution, and maintaining high service standards. Weekend and holiday hours may apply, with base pay starting at $19 per hour.