Member Service Advisor I

FRANKLIN MINT GROUP•Chadds Ford Township, PA

9d•$19 - $25•Onsite

About The Position

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.

Requirements

1 year demonstrated ability to succeed in retail or call center environment required.
High School Diploma or GED required.
Strong demonstrated abilities required:
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
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to talk, hear, and sit. This position requires standing, walking, bending, reaching, grasping, and typing. The employee may occasionally lift and/or move items under 15 pounds. Specific vision abilities required by this job include close vision and distance vision.

Nice To Haves

Previous experience working in a financial institution preferred.
Secondary language skills desirable.

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.

Benefits

A competitive salary
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
YMCA360 Access
Equal Employment Opportunity FMFCU/SFN is an equal opportunity employer and prohibits discrimination against any applicant or employee based on any legally-recognized basis, including, but not limited to: race, color, religion, sex (including gender identity, sexual orientation, and pregnancy), age (40 and over), national origin or ancestry, physical or mental disability, genetic information, veteran status, uniformed service member status or any other status protected by federal, state or local law.
Offered pay rate for this position typically aligns with the minimum to midpoint of the salary range and varies based on factors such as qualifications and experience, budget and internal alignment.