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Member Service Advisor

(last edited on: 2023.06.12)

We are seeking dynamic Member Service Advisor to join our team! The Member Service Advisor is accountable for developing and deepening member relationships by providing high-quality consultative service that identifies member needs and matches those needs with value-added products and services.

This position is responsible for:

  • Calling on and collaborating with prospects and existing members to determine their financial needs and formulate a relationship development plan that specifies ways in which products and services can meet their business or personal objectives.

  • Actively executing Mortgage Hero Solutions' sales and service model and tailor credit union products and services consistently to all members and potential members to meet their financial needs.

  • Consistently achieving threshold levels of sales goals and member services performance standards and training requirements.

  • Accepting and entering consumer loan applications when needed and provide loan pay-off information to appropriate parties.

  • Responding to all member e-mail requests within one business day of receipt.

  • Answering all incoming calls in a professional, timely, and courteous manner. Following established standards and guidelines for excellent member relations and efficiency.

  • Supporting business development efforts by performing outbound sales and service calls and provides frontline coverage at the branches and call center.

  • Ensuring that member inquiries/complaints are effectively researched and resolved in a timely, accurate, and professional manner.


  • Minimum of one-year experience in a financial institution, in either branch banking or a call center.

  • Strong cross-selling and telemarketing skills

  • Excellent member service and telephone communication skills.

  • Strong knowledge and understanding of financial products and services.

  • Windows, Word, Excel and Internet proficiency.

  • A high degree of confidentiality.

  • A positive, professional image within the workplace.

  • Effective verbal and written communication skills.

Salary: $24.00 hourly

Job type: Full-time

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