Match score not available

Member Advisor I (Remote)

extra holidays
Remote: 
Full Remote
Contract: 
Salary: 
38 - 38K yearly
Experience: 
Mid-level (2-5 years)
Work from: 
Maryland (USA), United States

Offer summary

Qualifications:

High school diploma or GED required, 2+ years in financial services call center, Experience with credit union services, Proficient in Microsoft Office and banking systems, Excellent verbal and non-verbal communication skills.

Key responsabilities:

  • Support members via multiple virtual communication channels
  • Resolve member complaints and service problems
  • Ensure compliance with policies and regulations
  • Promote credit union products and achieve operational goals
  • Maintain strong relationships with members and staff
Andrews Federal Credit Union logo
Andrews Federal Credit Union Financial Services SME https://www.andrewsfcu.org/
201 - 500 Employees
See more Andrews Federal Credit Union offers

Job description

Job Details
Job Location:    Remote - , MD
Salary Range:    Undisclosed
Description

When you choose a job at Andrews Federal Credit Union, you give yourself the opportunity to grow, advance and make a difference. Andrews Federal is a mission-driven financial institution that focuses on giving members the tools they need to reach their financial goals. 

 

We are continually developing our team of dedicated employees who are ready to serve. To create and retain our elite workforce, we offer competitive compensation and benefits plans to meet the needs of our growing workforce, including:  

 

  • 12 Paid Holidays a Year, Including Your Birthday 

  • Retirement Plans – 401(k) with a 6% Match 

  • Childcare Stipend up to $2600 to assist Working Families 

  • Discount on Lending Products 

  • Tuition Reimbursement and Career Development Programs and Opportunities  

  • Employee Assistance Program – 24/7 Support for Families  

  • Affordable Healthcare Plan including Medical, Dental, Vision, and Rx 

  • Employer paid Long Term Disability, Life Insurance, and AD&D 

  • Short-Term Disability  

  • Vacation Leave and Sick Leave 

  • Free Parking  

 

And when you are part of Team Andrews, you have the opportunity to be part of something bigger-- to support the financial goals and dreams of Andrews Federal members in the US, Europe and worldwide. 

Join our success story - and let us help you shape your career story!  

 

The Member Advisor I provides support to members through multiple communication channels (phone, chat, computer audio, and video) primarily focusing on a holistic approach to enhance new and existing members virtual experience by delivering timely communication and troubleshooting various issues. Member Advisors respond to inquiries, manage complaints, troubleshoot significant service problems, and provide general information while projecting a professional company image through all communication channels. Responsible for creating and contributing to an environment that influences the use of technology to meet members needs today and in the future. 

 

ESSENTIAL JOB RESULTS AND RESPONSIBILITIES:

  • Knowledgeable and compliant with all credit union policies, procedures, and regulatory requirements and security protocol.
  • Maintain a high level of service excellence supporting departmental/organizational CSAT Score standards.
  • Utilize virtual channels to establish and maintain ongoing relationships with members
  • Research, identify, and resolve member complaints timely.
  • Support new and existing members with new enrollments on all Virtual Branch products and services.
  • Ensures that Virtual Branch related documents are being properly retained, imported into core systems, scanned and/or quality controlled.
  • Responds to members and staff requests for virtual banking services information or assistance with transactions problems.
  • Interact with co-workers, supervisors, members and outside contacts in an appropriate, professional manner which projects a positive image of the department and Andrews Federal.
  • Works in conjunction with other departments and staff to develop and strengthen relationships with members who choose our virtual channels.
  • Acts as a subject matter expert in all Andrews Federal Credit Union products and services-especially live chat and outsourced call center partner
  • Recognize, guide, and promote credit union products and/or services to current and potential members contributing to the organizational overall production goals
  • Flexibility to work remote or onsite.
  • Other duties as assigned
  • Remain cognizant of and adheres to Andrews Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.

QUALIFICATIONS:

  • High school diploma or GED.
  • Mandatory financial services experience in bank or credit union. 
  • Minimum of 2+ years of experience in a financial services call center and credit union platforms, systems, and applications.
  • Experience credit union or financial institution banking share and loan products and/or member service experience. 
  • Proficient in the use of Microsoft Office products, banking information systems and video conferencing software that are applicable to the area of assignment which include: CRM, Desktop, Glia,.
  • Comfort with being viewed by customers through a video screen and communicating through video conferencing.
  • Possess excellent verbal and non-verbal communication and presentation skills.
  • Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar including the ability to comprehend written sentences and paragraphs in work related documents.

PHYSICAL REQUIREMENTS:

  • Requires the ability to sit at a desk and computer for extended period of time.
  • Ability to stand, bend, and lift up to 20 pounds.
  • Ability to operate standard business equipment such as a fax, computer, printer, copier, etc.
  • Ability to look at a computer screen for 8-10 hours a day.
  • Must be able to work on a flexible schedule that at times may include early or late working hours or weekend hours.

In accordance with the Americans with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals.  However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization.

 


Required profile

Experience

Level of experience: Mid-level (2-5 years)
Industry :
Financial Services
Spoken language(s):
EnglishEnglish
Check out the description to know which languages are mandatory.

Other Skills

  • Detail Oriented
  • Microsoft Office
  • Customer Service
  • Video Conferencing
  • Verbal Communication Skills
  • Relationship Management
  • Time Management
  • Problem Solving

Academic Advisor Related jobs