Member Advisor

Essential Functions: Greeting and welcoming current and non-members into the branch, as well as our drive thru areas. Build long-lasting relationships through trust, understanding, and personalized service. Strive to improve the member experience through each interaction, to give back to our members and our communities and to help our members and team mates to be successful. Advise on products and services to meet members' needs that are offered by the Credit Union. Initiate outbound calls to existing and potential members to enhance relationships and identify cross-selling opportunities. Work with members on budgeting and financial goals to ensure financial success and seek opportunities to better the members' experience by showing more efficient and effective ways to complete their banking needs. Adhere to and uphold the Credit Union's core vision and mission in supporting the organizations efforts in promoting a culture of doing the right things, for the right reasons. Perform account servicing functions including but not limited to cash and check deposits, cash withdrawals, balance inquiries, internal and external transfers, member-to-member transfers, account closures, cashier's check creation, stop payments, loan payments, loan payoffs, fee reversals and wire requests. Complete account maintenance activities such as debit card creation, debit card activity review, funds hold status reviews, pending ACH activity inquiries, e-statement removals, and next-day fee reversals. Initiate consumer, Ready Reserve, and real estate loan applications through digital platforms. Prepare loan payoff statements for members. Support skip payment requests. Initiate and process in-person account applications for consumer, business and specialty accounts. Support business account services, including Health Savings Accounts (HSA), contributions, distributions, transfers, and related research. Perform account, statement, notice, historical document, and check image research using multiple internal systems. Resolve member issues, questions and complaints. Research, investigate, and document member problems or complaints and/or direct these matters through proper channels to ensure follow-up to achieve member satisfaction. Abide by all Bank Secrecy Act (BSA) responsibilities applicable to this role. Perform other duties as assigned.

Skills and Competencies: Excellent communication and customer service skills and display a professional image, with a demonstrated ability to build open and honest relationships. Professional, well-developed interpersonal skills are essential for serving members and projecting a positive image as a representative of the Credit Union. Highly organized, self-motivated and self-managed. Excellent analytical and decision-making skills, attention to detail, accuracy and thoroughness. Able to work under pressure, to process multiple tasks concurrently with a high degree of accuracy, and able to interact and maintain a positive attitude under challenging circumstances. Demonstrated ability to solicit business and enhance member relationships. Act as a team player with maturity, confidentiality and adaptability, including willing to adapt to changing job requirements/hours.

Additional Functions: Perform clerical support duties as necessary. Assist with various marketing activities.

Physical Requirements: Never - Occasionally.25-2.5 hrs daily - Frequently2.5-5.5 hrs daily - Continuously5.5-8 hrs daily Sit - WalkStand - DriveLift/Carry - Indicate Amount/Frequency Below - Reach Above0-10 lbs - Bend/Stoop10-20 lbs - Use Hands for - Indicate Amount/Frequency Below20-50 lbs - Pushing/Pulling50-100 lbs - Fine Manipulation Over 100 lbs - Stress Level - Low:

• Moderate:
• High:
• Very High:

Benefits: At SouthPoint, we value our employees and strive to provide a comprehensive benefits package to support your well-being.

Disclaimer: The above information on this description has been designed to indicate the general nature and level of work performed by employees in this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job.