Member Experience & Loans Advisor

Skyla Credit Union; Huntersville (NC); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

Dental insurance

6% Match 401(k)

Tuition Reimbursement

Paid Community Volunteer Opportunity

Paid Time Off

Quarterly Well Being Benefit

Interest Rate Perks on Deposit andLoan

Job summary

Skyla Credit Union in Huntersville, NC is seeking a Member Service Advisor to build relationships and promote credit union products, including loans. You will greet members, process transactions, and identify member needs to provide personalized solutions.

The role emphasizes cross-selling, excellent service, and teamwork within a supportive, inclusive culture that values growth and community impact.

Qualifications

• Associate degree or equivalent experience required.
• Sales-oriented with strong interpersonal and communication skills.
• Minimum one year lending experience preferred.
• Knowledge of credit union products, consumer loan policy, and applicable regulations.

Responsibilities

• Exhibit thorough knowledge of the credit union’s products and services and provide appropriate solutions.
• Greet members and visitors professionally and process transactions accurately and promptly.
• Respond to inquiries to identify member needs per service expectations.
• Solicit new accounts and cross-sell credit union services to meet goals.
• Maintain knowledge of ancillary products and effectively recommend them to members.
• Handle administrative duties related to selling products and services to ensure quality service.
• Demonstrate teamwork and mentor colleagues while staying courteous to members and coworkers.
• Produce and disburse loans within policy guidelines; complete loan tasks as required.
• Ensure compliance with federal regulations and credit union policies, including privacy standards.
• Be open to learning new processes and take initiative to apply them.
• May assist on teller line as needed.
• Stay current on lending policy changes and share knowledge with others.
• Perform duties in line with Skyla Credit Union’s values, mission and vision.
• Perform other duties as assigned.
• Self-starter, detail-oriented with the ability to prioritize.
• Proven track record of meeting goals.

Skills

Sales oriented

Interpersonal skills

Communication

Customer service

Cross-selling

Loan knowledge

Attention to detail

Education

Associate degree or equivalent work experience

Job description

Skyla Credit Union in Huntersville, NC is seeking a Member Service Advisor to build relationships and promote credit union products, including loans. You will greet members, process transactions, and identify member needs to provide personalized solutions.

The role emphasizes cross-selling, excellent service, and teamwork within a supportive, inclusive culture that values growth and community impact.