Member Experience & Solutions Advisor

Interra Credit Union in; Goshen (IN); On-site; USD 36,000 - 48,000; Full time

Job summary

Interra Credit Union in Goshen, IN is seeking a Member Advisor I at the College Green Branch to build trust with members, cultivate relationships, and connect spend, save, borrow, and protect solutions. You will process transactions and maintain account integrity while delivering a positive member experience.

Requirements include 1+ year customer service experience, a high school diploma, and a valid driver’s license with the ability to become a notary public.

Qualifications

• 1+ year customer service experience in banking, retail, or related field.
• High school diploma or equivalent; valid driver's license; ability to become a notary public.

Responsibilities

• Builds trust with members by cultivating, maintaining, and enhancing relationships, while connecting financial solutions.
• Open, close, and maintain files on member accounts; process transactions and ensure accuracy.
• Review documents for completeness and submit within required timeframes; provide problem resolution within scope of authority.
• Advise on products and services, follow up on leads, and nurture member relationships to improve satisfaction.

Skills

Customer service

Teamwork

Verbal communication

Written communication

Credit/financial analysis

Problem solving

Prioritization

Education

High School Diploma or equivalent

Driver's license

Notary public eligibility

Job description

Interra Credit Union in Goshen, IN is seeking a Member Advisor I at the College Green Branch to build trust with members, cultivate relationships, and connect spend, save, borrow, and protect solutions. You will process transactions and maintain account integrity while delivering a positive member experience.

Requirements include 1+ year customer service experience, a high school diploma, and a valid driver’s license with the ability to become a notary public.