Member Experience & Financial Solutions Advisor

Civic Federal Credit Union; Lumberton (NC); On-site; USD 32,000 - 52,000; Full time

Job summary

Civic Federal Credit Union is seeking a Civic Advisor to enhance member experience by offering digital options, processing transactions accurately, and guiding members through account solutions. The role emphasizes service quality, regulatory compliance, and teamwork to support member financial goals.

Responsibilities include handling deposits and loan applications, educating members on digital tools, and collaborating with other departments to deliver a seamless journey.

Qualifications

• Minimum 1–3 years of customer service experience or a Bachelor's degree.
• Notary Public in North Carolina, or ability to achieve within 6 months of employment.
• Excellent verbal, written, telephone and interpersonal communication skills.
• Proficient with Microsoft Office (Word, Excel, PowerPoint, Access, Outlook) and Internet.

Responsibilities

• Provide personalized member service and create positive interactions.
• Assist members with deposits, loan inquiries, and account openings.
• Explain products and services to members and identify suitable solutions.
• Balance cash drawer and follow cash handling procedures.
• Educate members about digital self-service options.
• Collaborate with internal departments to ensure a closed-loop service experience.

Skills

Customer service

Verbal communication

Interpersonal skills

Active listening

Notary Public

Education

Bachelor's degree

Tools

Microsoft Office

Job description

Civic Federal Credit Union is seeking a Civic Advisor to enhance member experience by offering digital options, processing transactions accurately, and guiding members through account solutions. The role emphasizes service quality, regulatory compliance, and teamwork to support member financial goals.

Responsibilities include handling deposits and loan applications, educating members on digital tools, and collaborating with other departments to deliver a seamless journey.