As a Member Service Advisor with Interior Savings, you are a key contributor to the financial success of our company. You are responsible for assisting members with all elements of their financial needs, from account transactions and inquiries to lending and investment opportunities. This is accomplished by actively engaging members at their first point of contact to identify their financial needs, meeting those needs and, when appropriate, referring them to internal specialists.
Through your strong interpersonal skills, attention to detail and professionalism you will develop full member relationships by analyzing member needs and recommending solutions. You will consult with and assist members with investment options using basic financial planning tools to further develop the relationship. In building full member relationships you will proactively identify members’ financial needs and turn those needs into business opportunities and refer to internal specialists when appropriate. You will also deliver on ISCU’s member service experience while promoting and educating members on self-service channel options to make banking easier.
With strong communication skills and adaptability, you will support the mission, vision, and values, and work with integrated branch and multi-channel teams proactively supporting each other. You will follow the business model and Service Protocols when referring members, preparing for meetings and uncovering opportunities. You will make outbound member contacts for investment renewals as well as assigned marketing campaign calls and perform other duties as required.
- Knowledgeable in full range of investment products.
- Basic understanding of credit products and procedures.
- 1 - 3 years: Job related experience in a financial sales and service environment.
- High School Diploma or better
Job Type: Part-time