Member Experience Advisor

Member Experience Advisor

Requirements

• Proven experience in financial services and advising affluent clients.
• Exceptional communication skills and a passion for delivering world-class service.
• A leadership mindset and a desire to make a difference – not just in members’ lives but within your team and community.
• A Series 7 and 66 or equivalent as well as insurance licenses for Life, Health, and Variable products.

Responsibilities

• Serve as the primary contact for affluent and select members, managing their complete banking and investment relationships using a proactive, consultative approach to retain, grow balances, and deepen relationships.
• Manage member relationships through an advice-based approach, ensuring members receive the best financial and investment products and services tailored to their needs, including multi-generational.
• Identify changes in members’ life events and banking needs to recommend relevant financial solutions, helping members achieve financial success.
• Stay knowledgeable about current financial products, rates, and trends, including retirement products, CDs, money markets, and treasury ladders, to educate and guide members effectively.
• Process a wide range of financial transactions, including deposits, withdrawals, payments, and check cashing, while ensuring all transactions meet quality control standards.
• Mentor all levels of branch Member Experience Professionals passing on skills, knowledge, and information to enhance their performance and success.
• Provide backup and support to the Member Experience Manager and Branch Manager in scheduling, overrides, interest rate exceptions, loan queue management, and sales coaching.
• Collaborate with the VP of Retail Growth to implement initiatives that drive retail success.
• Promote the credit union’s objectives by cross-selling additional products and services, contributing to loan growth and increased assets at the branch.
• Ensure all membership documents and loan documentation meet quality control standards and comply with policies, including CIP, OFAC, and Chexsystems.
• Educate members on credit union technology and digital solutions, such as mobile and online services, to enhance convenience and financial literacy.

Preferred Qualifications

• Spanish (preferred)
• Haitian Creole (preferred)
• NMLS Certification – Preferred
• FL/CA Notary – Preferred
• Medallion Signature Guarantee Certification – Preferred
• Bachelor’s Degree – Preferred
• Experience in Episys – Preferred
• Experience using Springboard – Preferred
• Experience using Verafin – Preferred