Senior Advice Specialist

Meriwest Credit Union; San Jose (CA); On-site; USD 44,000 - 55,000; Full time

Benefits offered by this job

Medical/Dental/Vision on start

Long Term Care Insurance

Pension Plan/401K

Bonus and incentive potential

Generous PTO/Holiday

Career growth support

In-house fitness center

Mortgage discount

Job summary

Meriwest Credit Union in San Jose, CA is seeking a Senior Advice Specialist for our Virtual Branch. This full-time role focuses on delivering personalized member service across phone, email, web, and fax, while advising on products and services to strengthen relationships and drive membership growth.

You will collaborate with Meriwest Mortgage and Wealth Advisors, perform cross-selling, and guide members through loan decisions. On-site only, with a strong emphasis on sales and service excellence.

Qualifications

• Minimum three years' banking or financial services experience, required.
• Minimum three years' customer service and sales experience, required.
• Two years' call center experience with a strong focus in sales, preferred.
• Must be able to participate in Saturday rotation schedule.
• Must obtain and maintain a National Mortgage Licensing System (NMLS) number as required by SAFE Act.

Responsibilities

• Provide Member Service and Relationship Building.
• Provide personalized service through phone, email, web, and fax.
• Cross-sell products and services to increase product penetration.
• Inform members of loan decisions and assist with loan-related issues.
• Collaborate with Meriwest Mortgage, Meriwest Wealth Advisors, and Business Services to provide comprehensive member support.

Skills

Banking experience

Customer service

Sales and upselling

Call center experience

Communication

Relationship building

Education

High school diploma or equivalent

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Senior Advice Specialist

Full-Time Regular Corporate, San Jose, CA, US

3 days ago Requisition ID: 1940

Senior Advice Specialist

Virtual Branch

Position Summary

The Senior Advice Specialist provides personalized service to members through various channels (phone, email, web, and fax) within the Virtual Branch. The role focuses on building and maintaining relationships to retain and increase memberships and advising on products or services that benefit members.

Essential Duties and Responsibilities

• Responsible for providing Member Service and Relationship Building.
• Provides personalized service through phone, email, web, and fax.
• Demonstrates care in all member contacts and
• builds relationships to retain and increase memberships.
• Addresses member needs effectively through assessments and advising.
• Take ownership of immediate member needs, transition into deeper conversations to understand and anticipate their needs and recommend beneficial products or services.
• Collaborate closely with internal partners, including Meriwest Mortgage, Meriwest Wealth Advisors, and Business Services, to provide comprehensive member support.
• Assist members over the phone, addressing their needs and inquiries.
• Cross-sell additional products and services to increase product penetration and enhance member satisfaction.
• Inform members of loan decisions on their applications and assist with any loan-related issues.
  Participate in and be accountable for achieving individual and departmental goals.
• Performs other duties as assigned.

Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.

Please note: This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Due to the responsibilities and requirements of this position, remote work (telecommuting), including hybrid schedules, is not supported. This role requires 100 percent on-site presence. Duties, responsibilities and activities may change at any time with or without notice.

Minimum Qualifications

• Minimum three years' banking or financial services experience, required.
• Minimum three years' customer service and sales experience, required.
• Two years' call center experience with a strong focus in sales, preferred.
• A high school degree or equivalent.
• Must be able to participate in Saturday rotation schedule as assigned.
• Must be extremely sales oriented while having a relationship focused approach with members.
• Must have a strong desire to continually surpass goals, achieve various sales targets while keeping the member in the center of everything we do.
• Must lead with a sales is service mindset.
• Proven ability in a competitive sales environment. Comprehensive understanding of all retail and small business products and services. Full cycle knowledge of new account functions.
• Must have excellent communication skills in order to make professional and effective presentations and recommendations to members.
• Ability to promote all credit union products and services to members and overcome objections and concerns.
• Strong member service focus with previous experience in a service industry.
• This position requires that you obtain, and maintain, a National Mortgage Licensing System (NMLS) number as required by SAFE Act.
• A significant level of trust, credibility and diplomacy is required. In-depth dialogue, conversations and explanations with customers, direct and indirect reports and outside vendors can be of a sensitive and/or highly confidential nature. Communications may involve motivating, influencing, educating and/or advising others on matters of significance. Typical includes subject matter experts as well as first level to middle managers.
• Verifiable job history showing stability, consistency, dependability, and accountability.

Do you want to be valued as an employee?

Employees are Meriwest’s most valuable resource. We are committed to removing barriers to access and enhancing opportunities for all individuals based on merit and potential. We provide competitive wages and a supportive environment that promotes career advancement. Meriwest utilizes a grading system to determine salary ranges for all positions. Each grade is assigned a salary range which consists of a minimum, midpoint, and maximum rate. The Senior Advice Specialist position is a Grade 8.

• Target Range: $31.61 to $39.52*

* The target range for entry in a new position is between the minimum and midpoint of the range, depending on experience and qualifications.

We also offer an excellent, fully comprehensive benefits program, including:

• Medical/Dental/Vision on the first day of employment for full-time employees
• Free Long Term Care Insurance for employees
• Pension Plan/401K
• Bonus and incentive potential
• Generous Paid Time Off (PTO)/Holiday program
• Career growth support and planning programs
• In-house fitness center
• Discounts on new Mortgage after 6 months of employment

Meriwest is an equal opportunity employer that is committed to inclusion and diversity. All qualified applicants will receive consideration for employment. We do not discriminate based upon race, religion, color, national origin, sex (including pregnancy, childbirth, reproductive health decisions, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, genetic information, political views or activity, or other applicable legally protected characteristics.