Member Services Advisor I

Sky One Federal Credit Union; Hawthorne (CA); On-site; USD 35,000 - 50,000; Full time

Job summary

Sky One Federal Credit Union is seeking a Member Services Advisor I in Hawthorne, California. In this onsite role, you will provide tailored financial solutions, enhancing the lives of our members through exceptional service. You'll work in a vibrant culture that promotes professional growth and teamwork.

Your responsibilities include handling member inquiries, processing transactions, and coordinating with internal partners. To succeed, you need strong communication skills and a positive professional image.

Qualifications

• Minimum of one-year experience in a call center, preferably in financial services.
• Strong knowledge and understanding of financial products and services.
• Effective verbal and written communication skills.

Responsibilities

• Handle member inquiries by phone and in person.
• Process transactions and account maintenance.
• Open and close memberships.

Skills

Cross-selling skills

Telemarketing skills

Member service skills

Communication skills

Computer proficiency (Windows, Word, Excel)

Confidentiality

Job description

Track Record of Sales Excellence Required

Join SkyOne Federal Credit Union as a Member Services Advisor I in Hawthorne, CA, where your contributions will directly impact our members' lives. Experience the thrill of being at the forefront of member interactions, providing tailored financial solutions that enhance their everyday experiences. In this onsite role, you'll collaborate with a passionate team dedicated to upholding our core values of performance, accountability, integrity, innovation, and respect. Embrace a vibrant workplace culture that fosters professional growth and encourages innovative thinking. Your ability to deliver exceptional service will not only fulfill our vision but also enrich your career journey.

Are you a good fit for this Member Services Advisor I job?

As a Member Services Advisor I, you’ll help members get the right financial solutions through accurate service, thoughtful questions, and clear guidance. This role exists to strengthen relationships while meeting service standards and individual/team goals.

Key Responsibilities

• Handling member inquiries by phone and in person.
• Processing transactions and account maintenance.
• Opening and closing memberships.
• Establishing digital services (SkyFone, iSky, Mobile Banking, Bill Pay).
• Supporting consumer loan applications and payoff requests.
• Coordinating with internal partners for mortgages, IRAs, investments, and consumer loans.
• Following all policies, security requirements, and BSA/OFAC compliance.

QUALIFICATIONS

• Minimum of one-year experience in a call center, preferably financial services.
• Strong cross-selling and telemarketing skills.
• Excellent member service and telephone communication skills.
• Strong knowledge and understanding of financial products and services.
• Windows, Word, Excel, and Internet proficiency.
• A high degree of confidentiality.
• A positive, professional image within the workplace.
• Effective verbal and written communication skills.

Your day as a Member Services Advisor I

You start by reviewing priorities and getting set for a steady flow of calls, walk-ins, and follow-ups. Throughout the day, you switch between focused tasks—like completing documentation, updating records, and checking details for accuracy—and member conversations where you listen, clarify, and confirm next steps.

Between interactions, you coordinate handoffs with teammates, keep notes current, and circle back on open items so nothing gets missed. You’ll also make time for short outbound touchpoints, helping keep relationships active and responsive. As the day wraps, you reconcile what’s pending, ensure work is completed to standard, and leave the queue ready for the next shift.

Make your move

If you believe that this position matches your requirements, applying for it is a breeze. Best of luck!