Member Advisor

The Member Advisor position gives you the opportunity to explore the financial industry as the initial contact for our members and work cross-functionally with the rest of the organization to follow through with member requests and be a champion of our digital platforms.

We are looking for amazing candidates to fill our Member Advisor roles. We are looking for candidates with excellent communication and interpersonal skills, a strong ability to provide knowledgeable and timely advice, and a commitment to delivering exceptional customer service by effectively utilizing our products, services, and omni channels to meet our members needs. The key responsibilities for this role include:

Being the first point of contact and first point of resolution

Work closely in a team environment with all staff to meet members financial needs (known and unknown)

Fulfill member needs by obtaining/analyzing information through active listening and communication skills

Explain benefits of credit union core products and services as compared to competitor products and service

Utilize digital solutions to create efficiencies, simplify members banking needs, and enhance the member experience.

Must have the ability to travel to and cover regionally as required.

Innovations Travel Practice Guidelines will be followed.

Qualifications

Must have obtained your high school diploma

Valid drivers license (travel may be required)

Are a people person who possess excellent communication skills

Are a person that values Accountability, Integrity, and Respect.

Use and comfortability with a variety of Microsoft 365 applications (Excel, Teams, Viva, Power Automate, PowerBI).