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SalaryMEMBER ADVISOR I Status: Hourly/Non-Exempt
Reports To: Branch Manager
Celebrating our 87th year, AAC Credit Union is a 5-Star Rated Credit Union. We are proud to be in the Top 200 in the nation for financial health and one of the Top Three Credit Unions in West Michigan. Come be a part of a fun work environment with employee appreciation perks and events, stability and a supportive team!
POSITION SUMMARY
The Member Advisor plays the vital role of being the face of AAC Credit Union. Member Advisors are often the first person our guests see at a branch or hear on the telephone. Member Advisors perform transactions, educate and sell products and services, and are responsible for the daily functions of a credit union cash drawer and procedures.
Team Role/Skills for Success:
This is not a complete statement of all duties, responsibilities and performance measurements. It contains the facts necessary to evaluate the position fairly.
- Member Service: Greets members and all guests, answers telephone, makes all guests feel welcomed, knowledgeably answers member questions and provides same day follow up, troubleshoots member concerns reaching out to appropriate departments for assistance, maintains professional demeanor at all times.
- Account Transactions: Performs banking transactions with minimal error such as deposits, loan payments, withdrawals, cashing checks, etc. In person (lobby/drive thru), by telephone, or by mail. Learns banking procedures and adheres to policy. Competent with computer technology.
- Sales: Builds relationships with members by listening to member needs and regularly suggesting products and services that will help them. Always listens for opportunities to cross-tell. Knowledgeable in credit union products and services and the benefits of each. Participates in credit union promotions.
- Cash Drawer Maintenance: Accurately maintains a cash drawer that is used to make banking transactions.
- Branch Growth/Team Member: Participates as a team in promotions and pursues branch growth and goals. Displays a positive, helpful attitude toward team mates. Is a dependable team mate, arrives on time and is ready to help members.
- Professionalism: Interacts with members and co-workers in a professional manner, represents the credit union in a positive manner, displays coachable attitude, remains calm and confident in stressful situations.
Hiring for Full Time (40+ hours a week) with full benefits. Saturday rotation required and potential to travel to other area branches to cover shifts.
Cash handling or customer service experience or experience with financial products preferred.
Not quite sure your resume meets the preferred qualifications? Feel free to include a brief cover letter and tell us why your skills, talents and abilities would be an asset to this position. Candidates with server experience, cosmetology/salon, healthcare or similar customer service experience encouraged to apply!
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. Reasonable accommodations will be made to enable individuals to perform the essential functions. While performing the duties of this job, the employee is regularly required to stand and sit for periods of time, walk, use hands and fingers to handle money/devices/office machinery, reach, bend, stoop, lift, speak on telephone and in person, hear on telephone and in person, see up close and at a distance, view computer screens.
Job Type: Full-time
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Vision insurance
Schedule:
- 8 hour shift
- Day shift
- Monday to Friday
- Weekends as needed
Work Location: In person
