SUMMARY:

This part-time position offers up to 29 hours per week and is an exciting opportunity to make a meaningful impact on the financial well-being of our members. As a Personal Advisor, you will process financial transactions, provide expert product recommendations, and resolve account inquiries. Your role will center on guiding members through our wide range of financial services, empowering them to achieve their goals. You'll represent the Credit Union with professionalism, helping to build lasting member relationships

ESSENTIAL DUTIES AND RESPONSIBILITIES:

ATTENDANCE: Punctuality and consistent presence are essential to ensuring members receive timely service. Physical presence on site is required.

PROFESSIONALISM: Be the welcoming face of our Credit Union. Always project a friendly, professional demeanor to members, coworkers, board members, and visitors.

MEMBER SERVICE: Efficiently handles a variety of member service transactions (in-person, inbound, outbound and online), including deposits, withdrawals, account maintenance, and cross offers. Proactively assist members with questions and challenges related to loan services, fraud protection, wire transfers, card services, and more. Proficiently and effectively process a variety of basic or common member service transactions, via phone, digitally, or in person.

O SALES AND SERVICE:

• BUILD RELATIONSHIPS & CROSS-OFFER: Develop strong, meaningful relationships with members by understanding their financial needs. Actively cross-sell products and services that align with their goals. Help members make informed decisions about savings accounts, loans, credit union products, and other financial services.
• ADVISE MEMBERS: Serve as an advisor, providing guidance on how members can best use our services—such as online banking, mobile app. Advising ideal options regarding consumer lending needs, mortgage needs or investment options along with certificates of deposit, checking accounts, money market accounts, debit cards and other OMNI products or services—to achieve financial success. Take the time to explain terms, interest rates, account benefits, and product features to ensure members feel confident in their financial decisions.
• APPLICATION ASSISTANCE & DATA VERIFICATION: Assist members with product and service applications, explaining the process, verifying necessary documentation, and making sure everything is accurate.
• CASH HANDLING: Maintain and balance cash drawers, ensuring accuracy and security in all transactions. Safeguard cash and negotiable instruments according to established procedures.

COMPLIANCE & CONFIDENTIALITY: Follow all policies and regulations, including but not limited to, Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC). Maintain confidentiality and safeguard member data and credit union information.

OFFICE DUTIES: Assist with general administrative tasks, such as filing, data input, answering phones, and other routine office activities, ensuring smooth operations.

TRAINING & MENTORSHIP: Assist in training new employees as necessary and stay up to date with ongoing training to ensure service excellence.

• Completes new hire training and training with mentor, digital channel and phone training, completes training to learn credit union products and services. Additional training may be offered.

TEAM COLLABORATION: Work cooperatively with colleagues to support team goals and maintain a positive work environment.

OTHER DUTIES: Perform additional duties as assigned by managers or supervisors.

SUPERVISORY RESPONSIBILITIES:

None

PERFORMANCE STANDARDS:

• KNOWLEDGE: Demonstrate a thorough understanding of Credit Union products and services, with the ability to assist members in maximizing the value of these offerings.
• MEMBER FOCUS: Show a cooperative, positive attitude toward members and Credit Union employees always.
• PROFESSIONALISM: Maintain a professional appearance and demeanor that reflects the Credit Union's values and guidelines.

QUALIFICATION REQUIREMENTS:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION and/or EXPERIENCE:

High school diploma or G.E.D. required.

1-3 years of experience in customer service or retail sales environment preferred.

LANGUAGE SKILLS:

Ability to read and interpret business documents, professional journals, and governmental regulations.

Capable of writing/understanding business correspondence and procedure manuals.

Confident in presenting information to managers, employees, and members.

MATHEMATICAL SKILLS:

Ability to add, subtract, multiply, and divide.

REASONING ABILITY:

Strong judgment, problem-solving, and decision-making skills.

Ability to use creativity and negotiation skills, especially when resolving complex member inquiries.

CERTIFICATES, LICENSE, REGISTRATIONS:

Must be bondable and maintain bondability throughout employment.

TECHNOLOGY SKILLS:

Personal computer applications knowledge and skills to include Microsoft Office. Proficient in Microsoft Office and capable of learning new technology quickly.

Comfortable typing and using computer applications for member service and sales purposes.

PHYSICAL DEMANDS:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. This role requires frequent sitting, standing, walking, talking, and listening, and lifting of up to 20 pounds. Vision abilities required include close and distance vision and adjusting focus. Reasonable accommodations may be made to enable individuals with disabilities.

WORK ENVIRONMENT:

This role operates in a climate-controlled office, with occasional noise from multiple member transactions. While the noise level is moderate, the atmosphere remains professional and team oriented. Due to the nature of our business, there is a risk of exposure to potentially hazardous conditions.

MENTAL DEMANDS:

To perform this job successfully, the individual must stay alert to member needs, be resourceful in offering solutions, and maintain a focus on building positive relationships. The ability to multi-task, negotiate, and stay organized is key to success. In certain circumstances, problem resolution may require considerable diplomacy while dealing with difficult people.

NOTE:

Job descriptions are intended to describe the general nature and level of work performed. They are not intended to be an exhaustive list of all duties, responsibilities, and qualifications required.

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