Member Service Advisor

Skyla Credit Union; Charlotte (NC); On-site; USD 35,000 - 52,000; Full time

Benefits offered by this job

Medical

Dental

Vision

6% Match 401(k)

Tuition Reimbursement

Paid Time Off

Volunteer Opportunity

Well Being Benefit

Interest Rate Perks

Job summary

Skyla Credit Union is hiring a Member Service Advisor in Charlotte, NC to build relationships, provide excellent member service, and promote credit union products. The role emphasizes cross-selling and loan operations while maintaining compliance and accuracy in processing transactions.

Ideal candidates have associate degree or equivalent experience, strong interpersonal skills, and a proven track record of meeting goals.

Qualifications

• Associate degree or equivalent work experience in a related field.
• Sales orientation with strong interpersonal and communication skills.
• Proven track record of meeting goals and handling loans.

Responsibilities

• Build relationships and increase market share by recommending credit union products.
• Greet members, provide prompt, accurate service for transactions.
• Solicit new accounts and cross-sell services to grow member relationships.
• Process and disburse loans within policy guidelines; maintain privacy of member information.
• Stay updated on lending policies and regulatory requirements.

Skills

Sales

Interpersonal skills

Customer service

Cross-selling

Education

Associate degree or equivalent

Job description

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Position: Member Service Advisor Location: Sunset Rd - Charlotte, NC
Remote Status: On-Site Job Id:1184 # of Openings:1 Job Title: Member Service Advisor - Sunset Location: 4525 Sunset RoadCharlotte, NC 28216 Job Grade: 8 Working at Skyla Credit Union

Skyla offers a supportive, inclusive culture while providing opportunities for growth, learning, and career advancement. Making it a strong place to build both skills and meaningful connections. Joining Skyla means having the support, tools, and guidance you need from day one.

• A welcoming culture where teammates and leaders genuinely care about your success and growth.
• A collaborative work environment focused on teamwork, development, and making an impact in the community.
• Flexibility and support to help you balance work while meeting member needs.
• A strong benefits package and meaningful perks that support your overall well-being: medical, vision, dental, 6% Match 401(k), Tuition Reimbursement, Paid Community Volunteer Opportunity, Paid Time Off, Quarterly Well Being Benefit, Interest Rate Perks on Deposit and Loan Accounts.

Our Values

We’re in your corner: we genuinely care about the well-being of our members and employees. We make possibilities reality!

We make an impact: we exist for our communities. We provide support and opportunities to meet the needs of our friends and neighbors.

We’re better together: we are a team. We work together to service and support our members and each other.

We’re on a journey together: we always look for improvement opportunities to benefit our members and employees. We believe that with continuous improvement learning, there is no limit to what we can achieve together.

We’re welcome everyone: we empower all by sharing different perspectives, unique abilities, thought processes, and creating a diverse and inclusive credit union.

Primary Functions

Responsible for building relationships and increasing market share through effective recommendations of credit union products and services, including loans. Utilize collaborative sales skills to effectively cross-sell products and services, member referrals, and represent the credit union in a positive and ethical manner.

Responsibilities

• Exhibit a thorough knowledge of the credit union’s products and services by successfully providing the appropriate product solution for the member.
• Greet and welcome members and visitors to the credit union in a professional manner. Provide prompt, efficient, and accurate service in the processing of transactions.
• Respond to all inquiries, either in person/phone or other means, to identify member needs in accordance with the credit union service expectations.
• Solicit all types of new accounts, cross sell credit union services, and add new relationships to existing accounts based on the member needs to meet both credit union and individual goals.
• Maintain strong knowledge of all ancillary products’ features and benefits to make effective recommendations to members and achieve credit union goals.
• Handle all administrative duties related to the selling of products and services to ensure members receive excellent quality service.
• Demonstrate the ability to work as a team member/mentor and consistently be courteous and professional towards members and coworkers.
• Produce loans, including equity loans, within current lending policy guidelines. Set up and disburse approved loans according to established approval limits. Complete all other loan related tasks as required.
• Meet compliance and audit standards by minimizing documentation and error rates while maintaining the integrity and privacy of member information.
• Comply with all federal regulations, credit union policies and procedures, including Bank Secrecy and the USA Patriot Act.
• Be open to learning new processes/methods and take the initiative to apply them to the job.
• Obtain necessary lending licensing.
• May be required to assist on teller line as needed.
• Produce loans within current lending policy guidelines. Set up and disburse approved loans. Complete all other loan related tasks as required.
Remain abreast of changes in credit union lending policy, procedures, as well as consumer lending practices and willingly share knowledge with others.
• Comply with all Federal regulations, Credit Union policies and procedures, including Bank Secrecy and the USA Patriot Act.
• Perform job duties in accordance with the Credit Union's values, mission and vision.
• Perform other various duties as assigned.

Minimum Requirements

• Requires an associate degree or equivalent work experience in a related field.
• Sales oriented individual, well-developed interpersonal skills essential for interviewing loan applicants and projecting a positive image with excellent communication and computer skills.
• Proven track record of meeting established goals.
• Minimum one (1) year(s) lending experience preferred.
• Requires knowledge of credit union products and services, consumer loan policy, credit granting criteria, interest rates and how they are computed, title laws, and the required documentation for each type of loan.
• Self-starter, detail-oriented with the ability to prioritize efficiently.