- Salary
- $19+/hr
- Location
- Valparaiso, Indiana, US
- Type
- Full-time
- Education
- High School
- Source
- BetterTeam
Description
REGIONAL Federal Credit Union, a leading provider of banking products and financial services serving Northwest Indiana, is looking for a full-time Member Service Advisor to join our team at our Portage office.
Position Summary:
- Serve as liaison between the member and the credit union.
- Provide information to members and potential members by phone or in person, including information on the full range of credit union products and services.
- Open accounts for members, assist members having difficulties with account, and interview and process members requesting account closures.
- Processing members request for a variety of loan products.
Duties and Responsibilities:
- Greet and welcome members and visitors to the credit union in a professional manner.
- Represent the credit union to members in a courteous and professional manner and provide prompt, efficient and accurate service.
- Provide in-person and by-telephone general and specific service-related information concerning credit union products or policies.
- Respond to all e-mail or other electronic requests submitted by members, providing professional, prompt, efficient and accurate service and information.
- Respond to members’ requests, problems, and complaints, resolving issues, and/or directing them to the appropriate person for specific information and assistance.
- Assist Supervisor of Member Services to handle more complex questions and problems for other Member Service Representatives.
- Open new accounts and services.
- Assist members in completing all necessary paperwork.
- Set up new account files and provide members with all necessary information for membership.
- Promote credit union products and services based on member needs that are obtained from member interviews during account openings.
- Actively cross-sell products to develop the member relationship.
- Assist, process requests and disburse loans from new or existing members for all lending products.
- Maintain up-to-date and comprehensive knowledge on all credit union products and services. Maintain up-to-date and comprehensive knowledge on all related policies and procedures, rules and regulations.
- Interview and processes all members requesting account closing.
- Actively attempt to save account and increase member satisfaction.
- Data entry of new check cards in to our third-party vendor.
- Conduct courtesy calls to all new members within one week of a member opening a new account or service.
- Complete other duties as assigned.
REGIONAL offers paid holidays, PTO (paid time off), 401K, medical, dental, vision insurance, and quarterly incentives ($800 maximum) to Team members.
Position Requirements:
- High school education or equivalent.
- 1-2 years general banking experience.
- 1-2 years of consumer loan processing experience.
- 1 year of home equity loan processing experience.
- Cross selling and consultative sales experience preferred.
- Bilingual-Spanish speaking preferred.
Our company provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics.
