Member Financial Wellness Advisor

ALPENA ALCONA AREA Credit Union; Atlanta (GA); On-site; USD 17,000 - 25,000; Full time

Benefits offered by this job

Medical / Dental / Vision Insurance (Employee pays ZERO premiums!)

401(k) matching

Paid Time Off

Tuition Reimbursement

Employee Clothing Allowance

Job summary

A regional credit union is seeking a Member Advisor to support customers with their financial wellness needs. Responsibilities include assisting with account transactions, maintaining account accuracy, and advising on credit union products. The ideal candidate should have 1-3 years of related experience and strong communication skills. This role also offers comprehensive benefits including health insurance and a generous 401(k) plan.

Qualifications

• 1-3 years of experience in similar role.
• Strong interpersonal skills required for member interactions.
• Diplomacy and tact in communication needed.

Responsibilities

• Assist members with account opening and closing.
• Provide product advice to meet financial needs.
• Maintain accurate member account information.

Skills

Customer service

Conflict resolution

Interpersonal communication

Education

High school education or GED

Tools

Computer systems and applications

Job description

A regional credit union is seeking a Member Advisor to support customers with their financial wellness needs. Responsibilities include assisting with account transactions, maintaining account accuracy, and advising on credit union products. The ideal candidate should have 1-3 years of related experience and strong communication skills. This role also offers comprehensive benefits including health insurance and a generous 401(k) plan.