St Cloud Financial Credit Union - Member Advisor

Monticello Chamber of Commerce & Industry; Minnesota; On-site; USD 36,000 - 48,000; Full time

Job summary

St Cloud Financial Credit Union is seeking a Member Advisor (Teller) to deliver exceptional customer service and financial guidance. You will engage with members, promote banking products, and support both branches to ensure a positive experience.

The ideal candidate brings strong sales skills, a passion for helping members achieve financial goals, and proficiency with banking software for efficient transactions.

Qualifications

• Strong sales skills to upsell banking products and services.
• Ability to engage with customers to understand financial needs.
• Flexibility to support both branches.
• Knowledge of banking products and services.
• Ability to use financial software.

Responsibilities

• Provide outstanding customer service by greeting members and addressing inquiries promptly and professionally.
• Assist members with account management, including cash handling and loan processing.
• Identify opportunities for upselling banking products and services.
• Conduct assessments of member accounts to detect potential fraud and implement preventive measures.
• Utilize financial software to manage transactions and maintain accurate records.
• Educate members on financial services offered by the bank and options available.
• Apply retail math to assist members with balances and interest calculations.
• Collaborate with team members to achieve branch goals while maintaining customer satisfaction.

Skills

Customer service

Sales

Financial guidance

Team collaboration

Fraud awareness

Tools

Financial software

Job description

St Cloud Financial Credit Union - Member Advisor

Job Summary
The Member Advisor (Teller) plays a crucial role in providing exceptional customer service and financial guidance to our members.

This position involves engaging with customers to understand their financial needs, promoting banking products and services, and ensuring a positive experience throughout their interactions. The ideal candidate will possess strong sales skills, a passion for helping individuals achieve their financial goals and flexibility to support both branches.

Duties

• Provide outstanding customer service by greeting members and addressing their inquiries promptly and professionally.
• Assist members with account management, including cash management and loan processing.
• Identify opportunities for upselling banking products and services that align with members' financial needs.
• Conduct thorough assessments of member accounts to detect potential fraud and implement preventive measures.
• Utilize financial software to manage transactions, maintain accurate records, and support member transactions efficiently.
• Educate members on various financial services offered by the bank, ensuring they are informed about options available to them.
• Apply retail math skills to assist members with account balances, interest calculations, and other financial inquiries.
• Collaborate with team members to achieve branch goals while maintaining a focus on customer satisfaction.