Member Financial Solutions Advisor

Paycom - ATS

Chickamauga (GA)

On-site

USD 38,000 - 54,000

Full time

7 days ago
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Job summary

TVFCU is seeking a Member Solution Specialist in Georgia to deliver exceptional service and personalized financial solutions. You will engage with members, promote digital banking, and handle a range of transactions in a fast-paced branch environment.

The role demands strong communication, problem-solving, and relationship-building skills, with a commitment to accuracy and confidentiality. Weekend/extended hours flexibility is a plus in this community-focused position.

Qualifications

  • High school diploma or equivalent; additional certifications in finance or related fields are a plus.
  • Proven experience in member service or sales role, preferable within the banking or credit union industry.
  • Excellent interpersonal and communication skills, with the ability to explain financial concepts in a clear and understandable manner.
  • Exceptional problem-solving skills and the ability to handle member concerns and complaints with professionalism and empathy.
  • Ability to effectively interact with members and potential members in a professional manner with a demonstrated ability to achieve individual goals.
  • Strong attention to detail and accuracy in handling financial transactions and maintaining member records.
  • Ability to work effectively both independently and as a part of a team in a fast-paced, dynamic environment.
  • Proficiency in using email and Microsoft Office tools.
  • Flexibility to work weekends and/or extended hours as needed.
  • Demonstrated commitment to providing outstanding member service and building long-term relationships with members.

Responsibilities

  • Welcome members in the branch and promote an atmosphere of exceptional service.
  • Understand members' financial goals and offer personalized solutions.
  • Answer inquiries with accurate information and proactive guidance.
  • Process transactions such as deposits, loan closings, debit cards, and online/mobile banking queries.
  • Educate members on online and mobile banking benefits.
  • Resolve issues professionally while maintaining confidentiality.
  • Meet or exceed production goals by identifying member needs and promoting TVFCU products.
  • Maintain knowledge of policies and procedures and complete required training.
  • Collaborate with the manager and other departments as needed.

Skills

Customer service
Sales
Communication
Problem solving
Attention to detail
Teamwork
Empathy
Digital banking

Education

High school diploma
Finance certifications (plus)

Tools

Microsoft Office

Job description

TVFCU is seeking a Member Solution Specialist in Georgia to deliver exceptional service and personalized financial solutions. You will engage with members, promote digital banking, and handle a range of transactions in a fast-paced branch environment.

The role demands strong communication, problem-solving, and relationship-building skills, with a commitment to accuracy and confidentiality. Weekend/extended hours flexibility is a plus in this community-focused position.

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