Member Service Advisor - Part-time

Spero Financial Federal Credit Union; Columbia (SC); On-site; USD 17,000 - 22,000; Part time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

Employee Assistance Program

Wellness program

Lunch & Learns

Health coaching

401(k) Retirement Plan

Job summary

Spero Financial is seeking a part-time Member Service Advisor in Columbia, SC. You will be the main contact for members, handling transactions, answering inquiries, and guiding them on lending and deposit options.

You’ll build trust by analyzing member needs, educating on basic financial planning tools, and promoting Spero’s full suite of services. Strong interpersonal and communication skills are essential.

Qualifications

• Six months to a year of similar or related experience.
• A high school diploma or GED is required.
• Maintenance of BSA/CIP/OFAC/AML training and compliance is required.

Responsibilities

• Handle teller transactions, cash/check balancing, and online member requests.
• Educate members on lending and deposit opportunities and refer cross-sell of products.
• Proactively onboard and educate members, promote marketing campaigns, and support branch operations.

Skills

Interpersonal skills

Communication skills

Attention to detail

Adaptability

Professionalism

TellerLink

Education

High school diploma or GED

Tools

TellerLink

Job description

At Spero Financial (formerly SC Telco Federal Credit Union), we’re more than just a credit union — we are a team of financial coaches, resolution-seekers, and thought leaders committed to enhancing the financial lives of the members we serve. Named a Best Credit Unions to Work For in the Nation by American Banker five years in a row, and one of the Best Places to Work in South Carolina six years in a row, we believe taking care of our teammates is one of the most powerful ways to invest in our members' future.Spero team members enjoy a surplus of perks and benefits .

Committed to our staff, our members, and our community.

We're looking for energetic people to join our dynamic team; people with passion for helping individuals soar financially. As a company, we believe in investing in our most valuable asset — our team members — and approaching every decision with the spirit of a warrior, the heart of a servant, and the mind of a champion.

Location: Columbia, SC

Job Id:477

# of Openings:1

Columbia (part-time)

Role
As a Member Service Advisor (MSA) you are a key contributor to the financial success of Spero Financial. You are responsible for assisting members with all elements of their financial needs including basic account transactions, inquiries, and financial education regarding lending and deposit opportunities.

This is initially accomplished by actively engaging members as their single point contact in their initial visit and re-engaging them over time to create loyalty and establish an advisory relationship. As an MSA, you should be able to develop trusting member relationships by analyzing member needs and recommending solutions. You will also deliver on Spero Financials' member experience by educating members using basic financial planning tools to further deepen the relationships. You should be able to proactively identify members' financial needs and turn those needs into business opportunities through referral and cross-sell of the full suite of Spero products and services; including self-service channel options to provide the member with convenient and easy ways to access Spero Financial. You should onboard your members from account opening throughout the phases of the member lifecycle to ensure future needs are met. You are also responsible for making outbound calls to onboard and educate members who may not frequent the branch as well as to promote current marketing campaigns.

The ideal MSA should have strong interpersonal and communication skills, keen attention to detail, adaptability, and professionalism. Those skills ensure you will support the mission, vision, and values of Spero Financial. You will proactively work with support departments and other member serving channels, such as TellerLink to ensure you are providing a frictionless member experience.

Major Duties and Responsibilities

• Teller transactions, cash/check balancing, online member requests including replies to online banking messages and webmail, wires, account maintenance, lobby management, member appointment scheduling, adding shares/joint members to existing memberships, IRA deposits, and withdrawals, notary services, vault duties, cash management. Other duties/functions may be assigned as they relate to member service needs, such as limited travel to other branch locations, community involvement, credit union events and other service-related functions.
• Performs other job-related duties as assigned.

Knowledge and Skills

Experience: Six months minimum to a year or more of similar or related experience, including time spent in similar or preparatory positions.

Education/Certifications/Licenses: A high school degree or GED is required.

Interpersonal Skills: A significant level of trust, credibility and diplomacy is required. In-depth dialogue, conversations and explanations with customers, direct and indirect reports and outside vendors can be of a sensitive and/or highly confidential nature. Communications may involve motivating, influencing, educating and/or advising others on matters of significance. Typically includes subject matter experts as well as first level to middle managers.

Other Skills: Maintain knowledge with training in BSA Compliance - every staff member is required to uphold the credit union’s compliance with the Bank Secrecy Act (BSA), Customer Identification Program (CIP), Office of Foreign Assets Control (OFAC) and Anti-Money Laundering (AML) policies and procedures. This includes required BSA reporting. Specific functions such as tellers and front-line staff within Spero Financial will take into consideration the awareness of unusual or suspicious activity that is relevant to the department and report such activity. In addition to any other assigned training courses, BSA, CIP, OFAC and AML related courses must be completed at least annually, as made available by the Training and/or Compliance Departments. Required to maintain comprehensive knowledge of the Bank Secrecy Act, Customer Identification Program, USA Patriot Act, and Office of Foreign Assets Control requirements. Comply with all Spero policies and procedures to ensure compliance with such regulations.

Investing and taking care of our people is how we are taking the lead in investing in a brighter future for everyone.

Health Insurance Coverage

• Affordable, competitive medical, dental, and vision coverage
• Flexible spending accounts (Health Savings, Flexible Spending, Dependent Care)
• Life insurance
• Short & long-term disability
• Employee Assistance Program
• Wellness Program | Lunch & Learns
• Health Coaching

Helping You Succeed

We not only want to set up our members to soar financially but our team members as well.

Future Success

• 401(k) Retirement Plan, 100% match up to 3%
• Additional 50% match up to 2%
• Additional profit-sharing contribution

Helping You Grow

We believe that continuous learning leads to growth - both personally and professionally.

Investing In You

• Personal & professional growth opportunities
• Company library, local & national conferences
• Financial wellness tools

Family's Always First

Work is only one component of our team's day-to-day life. We want our teammates to enjoy the moments in life that truly matter.

Work-Life Balance

• Paid time off
• 11 paid federal holidays
• Flex time available

Caring for Our Community

As a credit union, serving our communities is at the heart of our cooperative spirit.

Giving Back

• Financial workshops & community activities
• Sponsored food trucks for law enforcement

Go Farther Together

We aren't all work and no play! Our annual events give team members a chance to unwind and enjoy some great food and fun.