Member Services Advisor II

Sky One Federal Credit Union; Hawthorne (CA); On-site; USD 40,000 - 60,000; Full time

Job summary

Sky One Federal Credit Union is seeking a Full Time Member Services Advisor II in Hawthorne, CA. In this pivotal role, you will develop member relationships and provide tailored financial solutions, ensuring high-quality service standards.

Responsibilities include processing transactions, addressing member inquiries, and conducting sales calls. Applicants should have experience in financial services and strong communication skills. Join an organization dedicated to enhancing the lives of our members through meaningful financial support.

Qualifications

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

Responsibilities

• Provide tailored financial solutions to members.
• Process transactions and update accounts.
• Conduct outbound sales and service calls.

Skills

Excellent communication abilities

Problem-solving skills

Cross-selling and telemarketing skills

Knowledge of financial products

Software proficiency (Windows, Word, Excel)

Job description

TRACK RECORD OF SALES EXCELLENCE REQUIRED

Join SkyOne Federal Credit Union as a Member Services Advisor II 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.

Take the leap and apply for a position that offers both personal fulfillment and a chance to be part of a mission‑driven organization focused on meaningful financial support for our members.

Your day as a Member Services Advisor II

As a Full Time Member Services Advisor II at SkyOne Federal Credit Union, you will play a pivotal role in developing and nurturing member relationships through high‑quality consultative service. Your expertise will be crucial in identifying member needs and matching them with the value‑added products and services we offer. In this dynamic position, you will process transactions, update accounts, open new accounts, take in loan applications, and address all member inquiries. Your commitment to maintaining the Credit Union’s service standards while adhering to policies and procedures is essential for achieving individual and team performance and sales goals.

Additionally, you will support business development efforts by conducting outbound sales and service calls, while providing frontline coverage at our branches and call center, ensuring a seamless experience for our members.

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

To thrive as a Full Time Member Services Advisor II at SkyOne Federal Credit Union, a blend of essential skills and knowledge is required. You must possess excellent communication abilities to answer incoming calls professionally, ensuring efficient and courteous member interactions. A solid understanding of the Credit Union’s financial goals and compliance regulations, such as BSA and OFAC, is crucial for maintaining high service standards. Skills in problem‑solving and conflict resolution will enable you to address member concerns proactively and effectively.

You should be adept at utilizing account information to assess member needs, offering tailored products and services, and consistently achieving sales and performance goals. Familiarity with software tools for account management and a working knowledge of compliance regulations are also vital. Additionally, you must be comfortable working independently, coordinating with various departments to process requests, and completing service transactions accurately and in line with established policies.

QUALIFICATIONS

• Minimum of one-year experience in a financial services call center.
• 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.