This job posting will close on Thursday, September 6, 2024
'œWe have an excellent opportunity in our Member Solutions Center for a Member Advisor (Phone Banker) to join our team!'
Our vision is to be the best financial institution our members can choose and the best place our employees have ever worked. Which means you will have real meaningful opportunities for personal growth. If you are looking for a different kind of career experience, doing work you can be proud of in an environment where you feel recognized, valued, and included. You belong here!
We are committed to creating a community where differences are celebrated, and individuals can bring their full selves to Advantis. These commitments are key to fulfilling our ultimate mission of building a culture of belonging for all within the Advantis community. To learn more about inclusion at Advantis, please visit our website.
As a Member Advisor in our Member Solutions Center the work you do every day maintains the financial health of our members. You will use your consultative selling skills to identify and meet member needs. This position directly impacts the satisfaction of our members and represents the Advantis brand to our local community. Knowledge of retail products and services, a professional demeanor, and commitment to delivering exceptional service are all essential to this role!
Primary Responsibilities:
- Building lasting member relationships through exceptional service, problem solving and first contact resolution.
- Completing routine financial transactions, account maintenance, and research via phone and email.
- Identifying member needs and matching members with appropriate products and services.
- Educating members on self-service options to make banking easier.
- Assisting members with online banking, and offers other technical assistance as needed.
- Remaining current on Credit Union products, policies, and procedures.
Qualifications Must-haves:
- 1+ years of customer service experience required; experience in a teller or new account sales/support position.
- High school diploma or equivalent.
- Motivation and willingness to achieve team goals and model a good work ethic for others.
- Ability to correspond professional and effectively with members via phone and email communications.
- Ability to learn and apply new technologies, processes, and procedures in a timely manner.
Nice-to-haves:
- Spanish speaking skills a plus.
- Financial institution experience is a plus.
We offer a generous benefits package for you. For more on our benefits, please visit our Benefits Page.
A Great Place to Work!
At Advantis we help our members succeed financially. If you like to work with passion and purpose, collaborate, elevate, and celebrate, Advantis Credit Union is the place for you. Advantis is one of Oregon's largest member-owned financial cooperatives, serving the Portland area for over 90 years.
Advantis Credit Union is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, gender expression, veteran status, or disability.