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Member Advisor I
Andrews Federal Credit Union. Provide member support through phone, chat, computer audio, and video .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in member support through various virtual channels, ensuring compliance with credit union policies and enhancing member experiences. Proficient in troubleshooting service issues and maintaining high customer satisfaction standards.
Highest-signal resume keywords
Member SupportFinancial Services Call Center ExperienceMicrosoft Office ProficiencyVideo Conferencing SoftwareCredit Union Products Knowledge
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
TroubleshootingMember ServiceBanking Information SystemsQuality ControlVirtual Branch Products Support
Soft Skills
Verbal CommunicationNon-Verbal CommunicationPresentation SkillsRelationship Building
Tools & Technologies
CRMDesktopGlia
Certifications & Qualifications
High School DiplomaGED
Industry Keywords
Credit UnionFinancial InstitutionBanking Share ProductsLoan ProductsCSAT Service Standards
About the role
Key responsibilities & impact- Provide member support through phone, chat, computer audio, and video
- Enhance new and existing members' virtual experience through timely communication and troubleshooting
- Respond to inquiries, manage complaints, troubleshoot service problems, and provide general information
- Comply with credit union policies, procedures, regulatory requirements, and security protocols
- Maintain departmental and organizational CSAT service standards
- Establish and maintain member relationships through virtual channels
- Research, identify, and resolve member complaints
- Support enrollments for Virtual Branch products and services
- Retain, import, scan, and quality-control Virtual Branch documents in core systems
- Respond to member and staff requests concerning virtual banking services and transaction problems
- Collaborate with departments and staff to strengthen member relationships
- Serve as a subject matter expert on Andrews Federal Credit Union products and services, especially live chat and outsourced call center partnerships
- Recognize, guide, and promote credit union products and services
- Perform other duties as assigned
Requirements
What you’ll need- High school diploma or GED
- Minimum of 1-2 years of experience in a financial services call center and credit union platforms, systems, and applications
- Experience with credit union or financial institution banking share and loan products and/or member service
- Proficient in Microsoft Office products, banking information systems, and applicable video conferencing software, including CRM, Desktop, and Glia
- Comfort with being viewed by customers through a video screen and communicating through video conferencing
- Excellent verbal and non-verbal communication and presentation skills
- Knowledge of English language structure, content, meaning, spelling, composition, grammar, and comprehension of work-related documents
- Ability to sit at a desk and computer for extended periods
- Ability to lift up to 20 pounds