Customer Focused Member Advisor Position Shell Lake

Customer Focused Member Advisor Position Shell Lake

27 Sep
|
Innovation Federal Credit Union
|
Shell Lake

27 Sep

Innovation Federal Credit Union

Shell Lake

Take on a crucial role as a Member Advisor at Innovation Federal Credit Union, where exceptional customer service meets financial expertise. This position prioritizes effective communication and member satisfaction. In the Member Advisor role, you will be the first point of contact for our valued members, providing expert advice and resolving inquiries regarding our financial products.

Your dedication to accountability, integrity, and respect is fundamental. Additionally, you will utilize digital tools to simplify banking and enhance member services. Key Responsibilities:
Respond to member inquiries with knowledgeable advice
Promote and sell a range of financial products
Manage your portfolio using Credit Union resources
Create efficiencies with digital banking solutions
Travel regionally up to 200km as needed Requirements:
High school diploma/GED necessary
Excellent communication and people skills
Risk-aware and detail-oriented approach
Proficient with Microsoft 365 applications
Willing to adhere to travel guidelines Bring your skills in communication and customer service to foster solid relationships with members at Innovation Federal Credit Union.

📌 Customer Focused Member Advisor Position Shell Lake
🏢 Innovation Federal Credit Union
📍 Shell Lake

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