Member Service Advisor II

Mint Group

. Answer a high volume of calls and help members with transactions, questions, product knowledge, and online/mobile banking troubleshooting .

Posted 10/23/2026full-timeChadds Ford • Pennsylvania • United StatesJuniorMid-Level💰 $21 - $29 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in customer/member service, financial transactions, and relationship management while adhering to operational controls and regulations. Proficient in utilizing technology to enhance member interactions and promote financial products effectively.

Highest-signal resume keywords

Customer/Member ServiceSales/Negotiation SkillsAnalytical/Problem SolvingMicrosoft OfficeFinancial Transactions

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial TransactionsLoan ApplicationsAccount MaintenanceFraud PreventionBSA ComplianceOFAC ComplianceSelf-Service Technology EducationRemote Delivery SystemsComplex Inquiry ResolutionDetail Oriented

Soft Skills

Interpersonal SkillsTeam PlayerMotivatedOrganizational SkillsStrong Listening Skills

Tools & Technologies

Microsoft OfficeRemote Delivery SystemsStandard Office Equipment

Industry Keywords

Financial ServicesCall Center ExperienceMember RelationshipsCommunity EventsConfidentiality

About the role

Key responsibilities & impact

Answer a high volume of calls and help members with transactions, questions, product knowledge, and online/mobile banking troubleshooting
Contribute to generating new business and provide ongoing relationship servicing to current members
Expand member relationships through active selling of credit union products and services
Evaluate member needs and offer appropriate financial products and services
Identify referral opportunities to internal and external partners, including eBranch, Wealth Management, Mortgage, insurance, and credit card
Use FMFCU remote delivery systems to service complex member interactions
Educate members on self-service technology
Complete routine financial transactions, including transfers, loan payments, stop payments, address changes, check orders, and account maintenance
Respond to complex inquiries about debit cards, IRAs, ACH, wires, rates, online/mobile banking, and bill pay
Promote loan products and complete loan applications
Correspond professionally with members through remote delivery channels
Verify member identification
Maintain high answer rates, low wait times, low abandonment ratios, and strong member satisfaction scores
Operate programs/software to assist members accurately and efficiently
Analyze, research, and resolve account problems and discrepancies for first-contact resolution
Refer issues beyond authority to a supervisor with recommendations
Identify fraud and prevent future fraud
Maintain strict confidentiality and a secure workspace
Participate in and support community events
Adhere to operational controls and regulations/policies, including BSA and OFAC
Perform other duties as assigned

Requirements

What you’ll need

Minimum of 2 years of related financial services or call center experience required
High School Diploma/GED required
2 years of college preferred
Secondary language skills desirable
Strong demonstrated abilities in Customer/Member Service
Interpersonal/Team Player
Motivated/Works Independently
Sales/Negotiation Skills
Analytical/Problem Solving
Organizational Skills
Detail Oriented
Verbal/Written Skills
Microsoft Office
Prioritize/Multi-task
Ability to work a flexible schedule
Must maintain confidentiality
Strong listening skills
Ability to service members by making them feel welcomed, engaged, and significant with every interaction
Ability to sit for extended periods; occasional standing
Frequent use of hands/fingers for typing and operating standard office equipment
Ability to hear and speak clearly
Visual acuity to read computer screens and written documents

Benefits

Comp & perks

Team Based Incentives and Performance Bonus Opportunities
Referral Incentive Opportunities
Generous Paid Time Off
Medical, Dental and Vision plans
Health Savings Account with employer contribution
Flexible Spending Accounts
401K with employer contribution and match
Employer paid life insurance/AD&D
Supplemental insurance plan options
Employer paid Short and Long term disability programs
Paid Family Leave
Tuition Reimbursement
Training and Development Programs
Paid Holidays
Paid Volunteer Time Off
Employee Assistance Programs
Pet Insurance