Member Experience & Financial Solutions Advisor

Nwfcu; Gainesville (VA); On-site; USD 30,000 - 50,000; Full time

Benefits offered by this job

Medical, dental and vision plans

4 weeks paid vacation

12 paid holidays

24 hours of paid volunteer time

Parental leave

Disability and life insurance

401(k) plan with employer match

Job summary

Northwest Federal Credit Union is seeking a Member Service Representative to facilitate member service transactions and support services, aiming to positively impact member experience, sales and service expectations. You will identify members' financial needs and suggest appropriate Credit Union solutions while adhering to policies.

The role requires strong communication, cash handling, and sales skills, with a schedule including Monday-Thursday 9AM-5PM, Friday 9AM-6PM, and Saturday 9AM-1PM.

Qualifications

• High school diploma or equivalent.
• Minimum 2 years' experience in retail sales or customer service with cash handling.
• Accuracy and detail orientation.
• Effective oral and written communication skills.
• Working knowledge of NWFCU, Federal and state regulations.
• Ability to interact effectively with all levels of the organization and/or with members.
• Ability to communicate with tact and diplomacy and to exercise sound judgment.
• Effective problem-solving skills.
• Effective sales techniques.
• Ability to use standard banking and office equipment and systems; working knowledge of Microsoft Office products.
• Schedule: Monday-Thursday 9AM-5PM, Friday 9AM-6PM, and Saturday 9AM-1PM.

Responsibilities

• Process member financial transactions, including deposits, withdrawals, loan payments and check cashing.
• Provide exceptional member experiences.
• Achieve assigned sales goals by proactively identifying opportunities.
• Adhere to all procedures and policies and ensure compliance with BSA regulations.
• Identify opportunities to provide product/service solutions to members.
• Maintain department policy and procedure documentation.
• Support project initiatives to improve member experience visibility.

Skills

Cash handling

Sales techniques

Customer service

Communication

Attention to detail

Problem solving

Education

High school diploma

Tools

Microsoft Office

Banking systems

Job description

Northwest Federal Credit Union is seeking a Member Service Representative to facilitate member service transactions and support services, aiming to positively impact member experience, sales and service expectations. You will identify members' financial needs and suggest appropriate Credit Union solutions while adhering to policies.

The role requires strong communication, cash handling, and sales skills, with a schedule including Monday-Thursday 9AM-5PM, Friday 9AM-6PM, and Saturday 9AM-1PM.