Member Service & Solutions Advisor

United Federal Credit Union; United States; On-site; USD 42,000 - 55,000; Full time

Job summary

United Federal Credit Union is seeking a Member Service Advisor (MSA) to reinforce and build member relationships through efficient response to service requests and proactive sales opportunities. The role requires handling inbound and outbound calls, diagnosing member needs, and adhering to lending guidelines to recommend suitable Credit Union products.

You'll balance exceptional member service with sales skills, documenting interactions accurately and maintaining product knowledge to ensure

Qualifications

• High school diploma or equivalent required.
• Proven customer service/sales experience required.
• Excellent communication and writing skills; able to work with staff and members.

Responsibilities

• Act as primary source of product and service information for members and staff via phone.
• Sell and deliver Credit Union products and services.
• Provide accurate, complete, and consistent documentation.
• Maintain knowledge of all Credit Union offerings and regulatory requirements.
• Participate in training and team development.

Skills

Customer service

Sales skills

Communication

Problem solving

Time management

Computer literacy

Education

High school diploma or equivalent

Tools

Office software

CRM systems

Job description

United Federal Credit Union is seeking a Member Service Advisor (MSA) to reinforce and build member relationships through efficient response to service requests and proactive sales opportunities. The role requires handling inbound and outbound calls, diagnosing member needs, and adhering to lending guidelines to recommend suitable Credit Union products.

You'll balance exceptional member service with sales skills, documenting interactions accurately and maintaining product knowledge to ensure