Member Service Advisor I/Hybrid

Summary

• Answers a high volume of calls, helps members with transactions, questions, and product knowledge. The representative has a strong desire to help FMFCU members achieve financial success and commits to offering products and services through assessing needs.

Key Responsibilities

• Accurately completes routine financial transactions including transfers, loan payments, stop payments, verify funds, address changes, check orders, and maintenance on all types of accounts in accordance with established policy/procedures.
• Responds to general member inquiries
• Possesses a basic understanding of all functionality of FMFCU remote delivery systems, in an effort to service more routine member interactions. Educates members on the use of self-service technology. Maintains high service standards established for the department. This includes high answer rates, low wait times, low abandonment ratios, and strong member satisfaction scores thoroughly verifying member identification,
• Evaluates needs of potential members and offers appropriate financial products and services. Looks for referral opportunities to internal and external partners, such as eBranch, Wealth Management, Mortgage, insurance, credit card, etc.
• Operates various programs/software to accurately and efficiently assist members.
• Analyzes, researches, and resolves problems and discrepancies related to member accounts in an effort to provide first contact resolution. Refers problems that are beyond their authority to their supervisor.
• Identifies fraud and prevents future fraud.
• Ensures all credit union members and employee-related business is kept in the strictest of confidence which includes maintaining a secure work space at all times.
• Participates in and supports community events.
• Performs other duties as assigned.
• Is responsible for adhering to operational controls, including compliance with all required regulations and policies such as the Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) to ensure the safety and soundness of Franklin Mint Federal Credit Union and its members.