Member Services & Lending Advisor

United Federal Credit Union; Granger (IN); On-site; USD 45,000 - 60,000; Full time

Job summary

United Federal Credit Union seeks a Member Service Advisor to reinforce and build member relationships by efficiently handling service requests and promoting loan and deposit products. The role aims to exceed member expectations and meet sales goals through informed lending recommendations.

The position requires strong communication, integrity, and knowledge of lending principles with the ability to engage members in conversations to increase product penetration.

Qualifications

• Minimum of two years' experience in a related sales field.
• Sales or referral experience with proven results.
• NMLS registration required upon hire.

Responsibilities

• Sell and deliver Credit Union loan, deposit, investment, business, electronic and convenience products and services.
• Act as the primary source of product information and service support for member inquiries.
• Provide accurate, complete, and consistent documentation in a timely manner.
• Participate in training and team development to adapt to new processes and systems.
• Perform teller functions as needed.

Skills

Sales skills

Customer service

Written communication

Phone sales

Financial products knowledge

Education

High school diploma

Some college

Job description

United Federal Credit Union seeks a Member Service Advisor to reinforce and build member relationships by efficiently handling service requests and promoting loan and deposit products. The role aims to exceed member expectations and meet sales goals through informed lending recommendations.

The position requires strong communication, integrity, and knowledge of lending principles with the ability to engage members in conversations to increase product penetration.