Member Experience & Lending Advisor

Minnesota League of Credit Unions

Saint Paul (MN)

On-site

USD 28,000 - 35,000

Full time

4 days ago
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Benefits offered by this job

Health insurance
Dental & vision insurance
401K with company match
Paid time off
Wellness benefit

Job summary

Affinity Plus Federal Credit Union is seeking a Member Consultant to engage members across face-to-face, drive-through, digital, and phone channels. You will recommend consumer lending and account products, educate on self-serve tools, and assist with transactions and budgeting to help members meet financial goals.

The role emphasizes customer service excellence, accurate documentation, and collaboration with teammates.

Qualifications

  • 1+ years of customer service or professional experience working with people.
  • 1+ years of consumer lending experience preferred.
  • Ability to navigate and resolve complex issues and situations.
  • Ability to achieve call goals set by leadership.
  • Strong verbal and written communication skills.

Responsibilities

  • Open membership accounts (savings, checking, IRA, CDs) and related products.
  • Provide information and recommendations on services and products.
  • Assist members with lending questions and applications.
  • Help members with transactions and self-serve education.

Skills

Customer service
Consumer lending
Communication
Problem solving
Teamwork
Time management
Face-to-face interaction

Tools

Multiple systems

Job description

Affinity Plus Federal Credit Union is seeking a Member Consultant to engage members across face-to-face, drive-through, digital, and phone channels. You will recommend consumer lending and account products, educate on self-serve tools, and assist with transactions and budgeting to help members meet financial goals.

The role emphasizes customer service excellence, accurate documentation, and collaboration with teammates.

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