Member Service Advisor, Ahoskie (Branch Advisor)

Local Government Federal Credit Union; Ahoskie (NC); On-site; USD 35,000 - 45,000; Full time

Job summary

A leading organization is seeking a Civic Advisor to enhance member experiences through exceptional service and education on products. The role involves processing transactions, resolving inquiries, and fostering relationships to support members' financial goals. Ideal candidates will have customer service experience and strong communication skills, embodying the organization's values while contributing to a positive team environment.

Qualifications

• 1-3 years of customer service experience or a Bachelor's degree.
• Notary Public in North Carolina or ability to obtain within 6 months.

Responsibilities

• Provide exceptional member service and personalized solutions.
• Maintain and balance assigned cash drawer daily.
• Educate members on digital solutions and promote self-service options.

Skills

Customer Service

Communication

Education

Bachelor's Degree

High School Diploma

Tools

Microsoft Office

Job description

OUR CULTURE

Our organization believes we can all do well by doing good. We value the contributions of diverse minds and prioritize the success and wellbeing of our employees. We also believe every person in our organization plays a role in supporting a healthy environment and helping to achieve our goal of prosperity for all. To this end, we recruit bright, energetic, and talented people to be members of our team. In return, we offer a dynamic workplace that presents opportunities for professional advancement and individual growth. We strive to always display integrity, self-awareness, courage, and respect for one another while continuing to seek opportunities to learn. We really believe that when our employees succeed, our community wins.

About The Position

The Civic Advisor will play a crucial role in providing a superior member experience with enhanced awareness and continued education of existing products and services. This is accomplished by offering digital options, processing accurate and professional member transactions, and discovering member-centric account solutions. The Civic Advisor will be a part of the member’s journey in exploring financial goals, building trust through operational soundness, and becoming a frontline touchpoint for members and staff. At the core, the Civic Advisor will embody Civic’s values, policies, and vision while fostering an inclusive environment for both branch staff and members.

Normal Day-to-Day Work

1. Demonstrates exceptional member service by providing personalized solutions, creating memorable interactions, and exceeding member expectations.
2. Builds and fosters relationships with current and potential members to increase their financial well-being.
3. Recognizes and adjusts to member needs while employing active listening techniques to effectively de-escalate concerns. Conducts thorough research to address and resolve inquiries, preparing necessary documentation as needed.
4. Maintains and balances assigned cash drawer daily, following operational procedures and cash limits. Participates in opening and closing procedures as needed.
5. Accurately processes member transactions and responds to inquiries via various channels in a timely manner.
6. Provides lobby support and maintains a strong knowledge of products and services available to Civic members, including current promotions. Informs members about other relevant products and services based on their financial information.
7. Assists with in-person opening of deposit and loan accounts by ensuring all information is received timely and accurately processed.
8. Explains loan programs, evaluates member needs, and recommends loan options. Completes member and loan applications and escalates to the lending department as necessary.
9. Participates in beta-testing for workflow and process improvements, providing feedback to internal/external teams.
10. Educates members on digital solutions, promoting self-service options for managing finances.
11. Participates in meetings and training, promoting a positive team environment. Shares member feedback and best practices.
12. Collaborates with internal departments to provide a seamless experience for member requests.
13. Ensures compliance with regulations, policies, procedures, and operational guidelines. Assesses and mitigates operational risks, implements security measures, and responds to audit requests.

Job Qualifications

Required Qualifications:

• 1-3 years of customer service experience or a Bachelor’s degree.
• High school diploma or equivalent.
• Excellent verbal, written, telephone, and interpersonal communication skills.
• Strong customer service skills.
• Notary Public in North Carolina or ability to obtain within 6 months.
• Proficient in PC use, including Microsoft Office and internet applications.
• Ability to work in a typical office environment and operate standard office equipment.
• Ability to lift at least 25 lbs.
• Occasional travel required.

Preferred Qualifications:

• Experience in credit union member services.
• Knowledge of financial products, mobile, and online banking.

If you have questions about this position, please contact HR at:

Human Resources
3600 Wake Forest Rd, Raleigh, NC 27609
[e-mail]