Member Service Advisor, Durham (Branch Advisor)

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

Job summary

A leading financial institution in Durham is seeking a Member Service Advisor to enhance member experiences through exceptional service and education on products. This entry-level position involves processing transactions, building relationships, and ensuring compliance with operational guidelines. Ideal candidates will possess strong communication skills and a commitment to customer service.

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, personalized member service.
• Build relationships with current and potential members.
• Process transactions accurately and respond to inquiries.

Skills

Communication

Customer Service

Education

Bachelor's Degree

High School Diploma

Tools

Microsoft Office

Job description

Member Service Advisor, Durham (Branch Advisor)

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OUR CULTURE
Our organization believes we can all do well by doing good. We value diverse minds and prioritize the success and wellbeing of our employees. We believe every person contributes to a healthy environment and our shared prosperity. We recruit talented individuals for a dynamic workplace that offers growth opportunities. We uphold integrity, self-awareness, courage, and respect, fostering continuous learning. When our employees succeed, our community wins.

Description

OUR CULTURE
Our organization believes we can all do well by doing good. We value diverse minds and prioritize the success and wellbeing of our employees. We believe every person contributes to a healthy environment and our shared prosperity. We recruit talented individuals for a dynamic workplace that offers growth opportunities. We uphold integrity, self-awareness, courage, and respect, fostering continuous learning. When our employees succeed, our community wins.

About The Position

The Civic Advisor plays a crucial role in providing a superior member experience by promoting awareness and ongoing education of our products and services. This involves offering digital options, processing member transactions accurately, and discovering member-centric account solutions. The Civic Advisor will support members' financial journeys, build trust through operational excellence, and serve as a frontline contact for members and staff. The role embodies Civic's values, policies, and vision while fostering an inclusive environment for both staff and members.

Normal Day-to-Day Work

1. Provide exceptional, personalized member service, creating memorable interactions and exceeding expectations.
2. Build relationships with current and potential members to enhance their financial well-being.
3. Recognize and adapt to member needs, employ active listening, and resolve concerns effectively. Conduct research and prepare documentation as needed.
4. Maintain and balance the cash drawer daily, follow operational procedures, and participate in opening/closing procedures.
5. Process transactions accurately and respond to inquiries promptly via multiple channels.
6. Support lobby operations, stay knowledgeable about products and current promotions, and inform members about additional services based on their financial profile.
7. Assist with opening deposit and loan accounts, ensuring information is collected and processed correctly.
8. Explain loan options, evaluate member needs, complete applications, and escalate as necessary.
9. Participate in beta testing for workflow improvements and provide feedback.
10. Educate members on digital banking solutions and self-service options.
11. Attend meetings and training, promote teamwork, and share feedback and best practices.
12. Collaborate with internal departments to ensure a seamless member experience.
13. Ensure compliance with regulations, policies, and operational guidelines, proactively managing operational risks and security measures.

Job Qualifications

Must-have qualifications:

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

Preferred qualifications:

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

If you have questions, contact Human Resources at:

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

Seniority level

• Entry level

Employment type

• Full-time

Job function

• Other

Industries

• Banking