Member Services & Financial Solutions Advisor

Tyndall Federal Credit Union; Tyndall Air Force Base (FL); On-site; USD 22,000 - 28,000; Full time

Job summary

Tyndall Federal Credit Union is seeking a Service Advisor to greet members, process routine financial transactions, and ensure accuracy and confidentiality. You will actively listen to members, identify opportunities to inform them about credit union products and services, and direct them to a Relationship Advisor for in-depth assistance.

The role emphasizes strong customer service, compliance with BSA/AML and other regulatory programs, and daily cash handling while maintaining a professional

Qualifications

• One month to twelve months of similar or related experience.
• High school education or GED.

Responsibilities

• Receives and processes member financial transactions with accuracy and confidentiality.
• Reviews accounts to refer products and services and completes cross-sales.
• Assist with reconciling daily transactions and cash handling procedures.
• Welcomes members and directs them to appropriate departments for information.
• Ensure compliance with regulatory programs including BSA/AML and related policies.

Skills

Communication skills

Typing

Customer service

Conflict resolution

Education

High school diploma or GED

Tools

Credit union software

10-key calculator

Microsoft Windows

Microsoft Word

Microsoft Outlook

Microsoft Excel

Job description

Tyndall Federal Credit Union is seeking a Service Advisor to greet members, process routine financial transactions, and ensure accuracy and confidentiality. You will actively listen to members, identify opportunities to inform them about credit union products and services, and direct them to a Relationship Advisor for in-depth assistance.

The role emphasizes strong customer service, compliance with BSA/AML and other regulatory programs, and daily cash handling while maintaining a professional