Member Advisor

Full Time
Old Town, FL 32680
Posted Today
Job description

A Member Experience Advisor (MEA) is highly motivated, outgoing, ambitious, and a team player passionate about helping members improve their financial well-being. A MEA is a member-facing employee who educates, coaches, and supports members while meeting all sales, services, and operational expectations. As the credit union's face, this vital role is responsible for consistently delivering high-caliber service to members and employees.

Essential Functions & Responsibilities:

  • Proactively engage and educate current and prospective members. Resolve issues, develop and maintain member loyalty, and solicit member feedback to improve credit union performance.
  • Interact, listen, and engage members to establish, expand, and retain consumer and business member relationships. Supports credit union initiatives and enhance the member's overall reputation.
  • Develop member financial solutions, and apply need-based sales techniques, achieve performance goals.
  • Partner with team and credit union leadership to identify and resolve the root-cause of problems, form creative solutions, and expand credit union opportunities.
  • Partner with team and credit union leadership to identify and resolve the root-cause of problems, form creative solutions, and expand credit union opportunities.
  • Deliver strong sales performance while practicing ethical sales behaviors following credit union core values of Integrity and Honesty; always act in the member's best interest when offering additional products and services.
  • Strictly adhere to all regulatory requirements, maintain accuracy, and apply organizational policies and procedures in all activities.
  • Performs other job-related duties as assigned.
  • Experience- One year to three years of similar or related experience.
  • Education- A high school education or GED.
  • Interpersonal Skills-
    • Work involves extensive personal contact with others and is of a personal or sensitive nature.
    • Motivating, influencing, and/or training others is key at this level. Outside contacts become important and fostering sound relationships with other entities (companies and/or individuals) becomes necessary and often requires the ability to influence and/or sell ideas or services to others.
  • Other Skills-
    • Working knowledge of established teller procedures and policies. Understanding of Credit Union operations.
    • Communicates information and ideas in speaking so others will understand.
    • General office equipment such as calculators, computers, photocopiers, and scanners.

Radiant Credit Union is a growing organization and we would like you to be part of our team! DFWP, EOE.

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