Member Support & Sales Advisor

United Federal Credit Union; Buchanan Township (MI); On-site; USD 32,000 - 52,000; 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, including soliciting new loan and deposit product purchases.

The MSA communicates with members by inbound and outbound phone calls, diagnosing and resolving issues while adhering to established guidelines to ensure high satisfaction and proper product recommendations.

Qualifications

• High school diploma or equivalent required.
• Proven customer service/sales experience required.
• Knowledge of Credit Union products, services, and banking regulations.

Responsibilities

• Act as the primary source of product information and service support for member and staff inquiries via phone, provide timely problem resolution and account maintenance. Time:65%
• Sell and deliver all Credit Union investment and convenience products and services. Time: 15%
• Provide accurate, complete, and consistent documentation. Time: 10%
• Obtain and maintain a high level of knowledge of all Credit Union products and services. Time: 5%
• Participate in and contribute to training and team development. Time: 5%

Skills

Customer service

Sales skills

Communication skills

Time management

Problem solving

Education

High school diploma

Tools

Office equipment

Computer software

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, including soliciting new loan and deposit product purchases.

The MSA communicates with members by inbound and outbound phone calls, diagnosing and resolving issues while adhering to established guidelines to ensure high satisfaction and proper product recommendations.