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Member Advisor
PenAir Credit Union. Process financial transactions including deposits, withdrawals, transfers, and check cashing .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial transactions, member service, and cash operations while effectively communicating and educating members on digital banking solutions. Proven ability to manage multiple priorities and maintain high attention to detail in a fast-paced environment.
Highest-signal resume keywords
Financial Institution ExperienceMember ServiceCash HandlingProblem-Solving SkillsEffective Communication
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial Transactions ProcessingAccount MaintenanceLoan FunctionsEnd-of-Day BalancingDigital Banking Solutions
Soft Skills
AdaptabilityAttention to DetailDecision-Making SkillsMember Service FocusMultitasking
Tools & Technologies
Mobile BankingOnline BankingBill PayRemote Deposit CaptureITM Services
Industry Keywords
Consultative ApproachSales-Through-ServiceCustomer ServiceTrust and CredibilityProfessional Development
About the role
Key responsibilities & impact- Process financial transactions including deposits, withdrawals, transfers, and check cashing
- Uncover existing and potential members’ needs and recommend solutions using a sales-through-service consultative approach
- Conduct basic member service and loan functions, including consumer accounts, disputes, account maintenance, and unsecured loans
- Transition members to appropriate teammates for advanced products or services
- Educate members on self-service technology and digital solutions, including mobile/online banking, bill pay, remote deposit capture, and ITM services
- Maintain appropriate records and prepare required reports
- Perform branch functions including end-of-day balancing and night drop
- Recognize referral opportunities and refer members to internal partners for investments, mortgage, or commercial lending
Requirements
What you’ll need- Minimum two (2) years of financial institution experience in member service or cash operations, or comparable experience in cash handling, customer service, or sales experience
- A high school degree or equivalent
- Significant level of trust, credibility and diplomacy
- Adaptability in a fast-paced environment
- Ability to manage multiple priorities
- Strong problem-solving and decision-making skills
- Proficient in multitasking across computer applications
- Effective needs-based communication
- Commitment to learning and professional development
- Excellent member service focus
- High attention to detail and accuracy
- Strong written and verbal communication skills
Benefits
Comp & perks- Up to $15K available for continuing education
- Student Loan Paydown
- Adoption Assistance Reimbursement
- Wellness Programs
- Gym membership reimbursement
- Formal Career Development Resources
- Financial Wellness Resources
- Purchase assistance with computers and fitness equipment
- Generous PTO Plan—20 days for new hires
- Paid Maternal & Parental Leave
- Competitive Retirement Plan
- Competitive medical, dental & vision plans
- Company paid Telehealth services
- Company paid Short Term Disability