Member Advisor Ii - Elkhart, United States - Interra Credit Union

Interra Credit Union

Verified Company

Elkhart, United States

3 weeks ago

Posted by:

Mark Lane

beBee recruiter

Description

As a Member Advisor II you will be responsible for building trust with members by cultivating, maintaining, and enhancing long lasting relationships with our members while maintaining a membership mindset and intentionally uncovering and connecting spend, save, borrow, and protect solutions to both current and prospective members.

Develops relationships with existing and prospective members and networks in the communities we serve.

Works as a member of the advisor team focusing on specialized accounts and loans and provides support for processing transactions as needed.

Accountable demonstrating operational integrity for our internal and external members and ensures that actions and behaviors drive a positive member experience.

Direct Reports:
None

HOW YOU WILL MAKE AN IMPACT

Analyze member credit data and other related financial information to ensure members are in the appropriate solutions that align with their needs. Maintain a high level of knowledge of all products and services offered by Interra Credit Union. Contact new and existing members about products and services identified through specific marketing campaigns.
Process consultant transactions and adhere to balancing guidelines. May assist in training of new teammates. Maintain knowledge of regulations (i.e., Reg CC, Bank Secrecy Act, OFAC, Patriot Act, Reg E, Reg DD, etc.), and model the ethical behavior expected from every employee. Other job duties as assigned.
Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Credit Union Secrecy Act, the USA PATRIOT Act, and the Office of Foreign Assets Control.
If applicable: this position may have additional duties to include bilingual duties noted in the Bilingual Policy.

WHAT YOU WILL NEED TO SUCCEED

Experience
3+ years customer service experience in banking, retail, or related field. Lending experience preferred.

Education / Certifications / Licenses

PREFERRED SKILLS

Demonstrated success in identifying, initiating, and nurturing new or ongoing business opportunities; selfstarting, results oriented professional.
Must be able to work in a team environment with the ability to interact in a positive manner with peers, management, and other departments.
Professional level of verbal and written communication skills are essential to the position.
Capable of analyzing credit and financial information.
The ability to motivate or influence internal staff and external members is a critical part of the job, requiring a significant level of influence and trust.
Ability to evaluate pros and cons, risks, and benefits of different solution options by asking the right questions and acquiring data from multiple and diverse sources when solving problems.
Demonstrated ability to plan and prioritize work to meet commitments by breaking down objectives into appropriate actions and anticipate and adjust plans as needed.
Ability to provide world class member service while executing Interra's vision, mission, and delivery of Core Values.

INTERPERSONAL SKILLS

Courtesy and tact are essential elements of the job.
Work involves personal contact with members and others inside and outside the organization, generally regarding fairly routine matters for the purposes of giving and obtaining information or instructions, updating or referring.
Communications generally require shorter and not indepth discussions.

COMPETENCIES
-
Balance Stakeholders

Understands the needs of diverse stakeholders and the underlying motivations driving those needs, including cultural and ethical factors. Acts fairly in the decisionmaking process when faced with conflicting demands of stakeholders.

-
Drive Results

Consistently accomplishes goals even under adverse conditions. Has a strong bottomline orientation. Pushes self and helps others achieve results.

-
Functional Expertise

Possesses a sufficient level of technical and professional skill or knowledge in positionrelated areas; keeps up with current developments and trends in areas of expertise; actively seeks ways to grow and be challenged using both formal and informal development activities.

-
Integrity and Trust

Is widely trusted; is seen as a direct, truthful individual; has credibility within their areas of expertise; keeps confidences; doesn't misrepresent themselves for personal gain.

-
Interpersonal Savvy

Relates to and can connect with diverse individuals and groups at all levels within the organization. Externally, builds appropriate relationships and rapport with members and external partners.

-
Member Focus

Builds and maintains collaborative relationships with internal and external members which result in member satisfaction with both the process and the outcome.

ADA REQUIREMENTS

Physical Requirements