Posted in Education 14 days ago.
Type: Full-Time
Location: GOSHEN, Indiana
As a Member Advisor II you will be responsible for building trust with members by cultivating, maintaining, and enhancing long lasting relationships with our members while maintaining a membership mindset and intentionally uncovering and connecting spend, save, borrow, and protect solutions to both current and prospective members. Develops relationships with existing and prospective members and networks in the communities we serve. Works as a member of the advisor team focusing on specialized accounts and loans and provides support for processing transactions as needed. Accountable demonstrating operational integrity for our internal and external members and ensures that actions and behaviors drive a positive member experience.
Direct Reports: None
HOW YOU WILL MAKE AN IMPAC
- Create a positive and memorable member experience by cultivating, maintaining, and enhancing relationships in person, over the phone, or other channels as appropriate. Assist with problem resolution within scope of authority. Develop relationships with prospective members, managing the overall relationship building process and following up on leads. Ensure timely follow-up communication with members following sales to make certain ongoing member satisfaction is tracked and improved and to assist in resolving any complaints. Responsible for referring more complex problems to senior authority along with resolution recommendations. Open, close, and perform file maintenance on accounts, including specialized accounts, for members. Review all account documents for completeness and accuracy and submit them in the appropriate timeframe. Process consumer loan applications, applicable maintenance, and loan funding. Review all loan documents for completeness and accuracy and submit them in the appropriate timeframe
- Analyze member credit data and other related financial information to ensure members are in the appropriate solutions that align with their needs. Maintain a high level of knowledge of all products and services offered by Interra Credit Union. Contact new and existing members about products and services identified through specific marketing campaigns
- Engage with sales teams, subject matter professionals, and support departments to nurture and drive member account and loan leads through to close
- Process consultant transactions and adhere to balancing guidelines. May assist in training of new teammates. Maintain knowledge of regulations (i.e., Reg CC, Bank Secrecy Act, OFAC, Patriot Act, Reg E, Reg DD, etc.), and model the ethical behavior expected from every employee. Other job duties as assigned
- Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Credit Union Secrecy Act, the USA PATRIOT Act, and the Office of Foreign Assets Control
- If applicable: this position may have additional duties to include bilingual duties noted in the Bilingual Policy.
WHAT YOU WILL NEED TO SUCCEED
Experience
3+ years customer service experience in banking, retail, or related field. Lending experience preferred
Education / Certifications / Licenses
A high school diploma or equivalent. Must have and maintain a valid driver's license. Must have the ability to become a notary public and obtain a NMLS#. Internal candidates must have successfully passed Member Advisor Exam (score of 80% or higher). Must have successfully passed Lending training. External candidates must successfully pass Member Advisor Exam (score of 80% or higher) within 12 months of hire
PREFERRED SKILLS
INTERPERSONAL SKILLS
COMPETENCIES
ADA REQUIREMENTS
Physical Requirements
Working Conditions
Mental and/or Emotional Requirements
ACKNOWLEDGEMENT
Nothing in the position description restricts management’s right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This Job description is not a contract and should not be constructed as a guarantee of employment for any period of time. Interra Credit Union is an Equal Opportunity Employer and does not discriminate against employees or applicants based on race color, religion, sex/gender, national origin, disability, age, or any other category protected by law.
Why JoinIN
For more information about the role or the application process, please reach out to Ali Moren, Associate Human Resources Business Partner at allyssam@interacu.com or 574-534-2506 ext. 7371.
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