Credit Union Member Service Advisor (Oakbank)

Credit Union Member Service Advisor (Oakbank)

10 Nov
|
Access Credit Union
|
Oakbank

10 Nov

Access Credit Union

Oakbank

Build member relationships through advice-based service at Access Credit Union, using product knowledge and communication skills. This fixed-term position supports sales and service.

As a Member Service Representative, you will understand member financial situations and position relevant products and services. Responsibilities include differentiating Access Credit Union offerings, asking for sales, cross-selling products, and soliciting new members. You will also identify lending and wealth referrals while maintaining current product, policy, and legislation knowledge.

Key Responsibilities:

- Communicate product information using an advice-based approach
- Differentiate credit union and competitor offerings for members
- Use fact-finding techniques to address business objections




- Cross-sell products and solicit current members
- Identify lending and wealth team referral opportunities

Requirements:

- Minimum one year in a customer or member service role
- Ability to identify and act on sales opportunities
- Knowledge of Access Credit Union products and services
- Strong interpersonal and written communication abilities
- Sound judgment for timely, effective decisions

Apply relationship management, product knowledge, and sales service skills to grow member connections at Access Credit Union.

📌 Credit Union Member Service Advisor (Oakbank)
🏢 Access Credit Union
📍 Oakbank

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