Member Service Advisor

Member Service Advisor

We are looking for a dedicated Member Service Advisor to join a dynamic credit union team in Hawthorne, California. This contract to permanent position focuses on delivering exceptional customer service by understanding member needs and offering tailored financial solutions. The ideal candidate will excel in fostering strong relationships, handling inquiries with professionalism, and achieving service and sales goals.

Responsibilities:

• Provide exceptional service by understanding member needs and recommending suitable financial products and services.
• Manage inbound and outbound member interactions, ensuring a high level of professionalism and accuracy.
• Process member transactions, open new accounts, and update existing accounts while adhering to organizational guidelines.
• Assist members with loan applications, offering guidance and support throughout the process.
• Respond to inquiries and resolve issues efficiently, maintaining a focus on member satisfaction.
• Meet or exceed sales and service standards by adopting a proactive, consultative approach.
• Collaborate with team members to ensure seamless service delivery and maintain operational excellence.
• Utilize call center software and tools effectively to enhance member interactions and streamline processes.
• Maintain confidentiality and ensure compliance with organizational and industry standards.
• Stay informed about credit union products, services, and compliance requirements to provide accurate information to members.

Requirements:

• Minimum of 1 year experience in a call center environment, preferably within financial services.
• Strong consultative sales and cross-selling skills with a focus on member engagement.
• Excellent verbal and written communication skills to effectively interact with members.
• Familiarity with financial products, services, and relevant compliance standards.
• Proficiency in Windows, Microsoft Word, Excel, and internet-based systems.
• High attention to detail and ability to handle sensitive information with confidentiality.
• Detail-oriented approach and ability to collaborate effectively within a team.
• Experience with call center tools, customer service software, and platforms such as Symitar.