In this role, you will provide uncompromising service by building enduring relationships, communicating, referring and selling products to meet members' needs. You will participate in the acquisition, retention and expansion of members and prospective members through a variety of sales and service activities.
This position cross-sells traditional and nontraditional products and services while maintaining existing member relationships and developing new member relationships. You will accurately process various types of transactions for members.
(Note: These examples are intended to illustrate various types of work performed. The omission of specific statements of duties does not exclude them from the position if the work is similarly related or a logical assignment to the position.)
Proactively learns about current or potential goals of members and offers appropriate financial solutions. Proactively follows-up with new members by phone and email to ensure a positive experience.
Researches and proactively contacts existing members to retain and expand relationships with appropriate financial solutions.
Opens and processes complex deposit accounts such as Trusts and IRAs which require additional knowledge and processing
Opens and process Business Memberships working with the Commercial team to enhance the relationship with the business.
Works with the real estate lending team to meet member needs regarding homeownership and investment properties.
Answers questions and/or resolves complex problems on member accounts using all channels. This requires the ability to troubleshoot with the member online banking, mobile banking, bill payment services, and other methods of accessing credit union information.
Member Advisor spends the majority of the day working with members in building relationships; however, traditional teller work will be expected as well.
Recommends improvements in processes, services, and policies to improve our members’ experiences and streamline work.
Member Advisor also has additional responsibilities of managing the vault, cash and audit functions for their assigned branch. This includes running the vault and requesting or selling cash to stay within assigned limits.
Cooperation and Team Work
Takes personal initiative and is a positive example for others.
Demonstrates exceptional teamwork and mentors new employees.
Responsible for assisting the manager with the administration of all member service duties, including keeping apprised of new procedures, products and policies.
Supports the administration of branch operations upon the absence of a manager being physically onsite.
Performs work as requested by the supervisor.
Governance, Compliance and Risk Management
Reports all suspicious activities to the manager. Is responsible for compliance with all required regulations and policies, especially with all Bank Secrecy Act (BSA) and office of Foreign Assets Control (OFAC) policies, procedures and regulations.
Follow and exceed SFCU service standards as outlined in our employee service standards booklet. Our service standards stem from our core values of working together works, members are priority one, see it - own it - do it, and we develop ourselves and others.
Is safety conscious at all times to avoid injury/illness.