Member Advisor

  • Hoosier Hills Credit Union
  • Mitchell, IN
  • time-alarm-solid 03-01-2024

Job Description

Company: Hoosier Hills Credit Union

Job Type: Full-time

Salary Range: $18.72-$28.08

Summary/Objective

The Member Advisor (MA) ensures that HHCU members are consistently satisfied in the service they receive and are being offered the right products and services to meet their financial needs. Responsible for establishing new member relationships and strengthening existing ones. Through friendly consultation and collaboration, the MA identifies and recommends HHCU products and services in a way that creates a member experience that surpasses expectations with every interaction. The MA is responsible for advising, cross-selling, and completing transactions and general account service needs, which range from transaction and account maintenance requests, product and service inquiries, new account applications, and loan applications.

Responsibilities

  • Mission and Service – Delivers outstanding service to both internal and external members aligned with the Credit Union's Service Promises.
  • Member and Business Focus - Creates business value for each member interaction.
  • Acumen and Technical Savvy - Proficient in account maintenance, lending, banking systems, and process knowledge.
  • Teamwork and Collaboration - Focuses on team involvement and personal growth through sharing creative ideas.

Knowledge Requirements

  • Excellent communication skills (oral and written).
  • Strong knowledge of retail delivery products and Credit Union services.
  • Requires judgment and ability to gather and analyze data.

Education and/or Experience

  • High school diploma or equivalent.
  • 1-2 years experience in retail setting with daily customer interaction.
  • Experience preferred in cash handling and clerical office work.

Work Environment/Physical Demands

  • Normal accessibility of branch and corporate work sites.
  • Normal physical mobility and agility.
  • Normal dexterity of hands and fingers.

Other Duties

Perform other duties as assigned. This job description is not designed to cover all responsibilities. Duties, responsibilities, and activities may change without notice.