Personal Banking Solutions Advisor

Tennessee Valley Federal Credit Uni; Chattanooga (TN); On-site; USD 38,000 - 52,000; Full time

Job summary

Tennessee Valley Federal Credit Union in Chattanooga, TN is seeking a Member Solution Specialist to deliver exceptional member service and build strong relationships. You will promote TVFCU products, assist with transactions and digital banking, and help members achieve their financial goals.

The role requires strong communication, problem-solving, and a customer-focused mindset, with flexibility for hours and a commitment to integrity and teamwork.

Qualifications

• High school diploma or equivalent; additional certifications in finance or related fields are a plus.
• Proven experience in member service or sales role, preferable within the banking or credit union industry.
• Excellent interpersonal and communication skills, with the ability to explain financial concepts in a clear and understandable manner.
• Exceptional problem-solving skills and the ability to handle member concerns and complaints with professionalism and empathy.
• Ability to effectively interact with members and potential members in a professional manner with a demonstrated ability to achieve individual goals.
• Strong attention to detail and accuracy in handling financial transactions and maintaining member records.
• Ability to work effectively both independently and as a part of a team in a fast-paced, dynamic environment.
• Proficiency in using email and Microsoft Office tools.
• Flexibility to work weekends and/or extended hours as needed.
• Demonstrated commitment to providing outstanding member service and building long-term relationships with members.

Responsibilities

• Promptly welcome members in the branch while promoting an atmosphere of exceptional member service through positive member interactions.
• Initiate and maintain engaging member conversations to understand their financial goals and/or concerns. Address their inquiries by offering personalized solutions and accurate information.
• Proactively identify opportunities to deepen member relationships and recommend appropriate TVFCU products and services.
• Process various member transactions and inquiries, including, but not limited to, business deposits, loan closings, issuing debit cards, answer online and mobile banking questions as well as troubleshooting basic online and mobile issues.
• Promote the benefits of digital banking by educating members on online and mobile banking.
• Maintain composure with a positive attitude while resolving member issues and discrepancies in a timely and professional manner. Collaborate with manager and/or relevant departments when necessary.
• Meet or exceed established production goals by uncovering needs and offering TVFCU products and services.
• Maintain in-depth knowledge to have the ability to answer routine to complex questions regarding products, services, policies and procedures.
• Maintain confidentiality of all member information.
• Maintain knowledge and comply with all policies and procedures. Complete all required training.
• Proactively demonstrate TVFCU core values of integrity, honesty, flexibility, teamwork, leadership, accountability and strong relationships in every interaction with members.
• Perform other duties as assigned.

Skills

Customer service

Sales

Communication

Problem solving

Attention to detail

Microsoft Office

Teamwork

Education

High school diploma or equivalent

Tools

CRM software

Job description

Tennessee Valley Federal Credit Union in Chattanooga, TN is seeking a Member Solution Specialist to deliver exceptional member service and build strong relationships. You will promote TVFCU products, assist with transactions and digital banking, and help members achieve their financial goals.

The role requires strong communication, problem-solving, and a customer-focused mindset, with flexibility for hours and a commitment to integrity and teamwork.