Member Advisor at PENAIR CREDIT UNION

Spanish Fort, Alabama, United States -

Full Time

Start Date

Immediate

Expiry Date

22 Jan, 26

Salary

20.79

Posted On

24 Oct, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial Transactions, Member Service, Sales, Customer Service, Cash Handling, Problem Solving, Communication, Attention to Detail, Technology Education, Consultative Approach, Multi-tasking, Training, Professional Development, Relationship Building, Confidentiality, Decision Making

Industry

Banking

Description

Company Description Since 1936 PenAir® Credit Union has been the catalyst where community, resources, and impact come together and produce a powerful force for good. We have a unique culture and we’re passionate about it. Grown from the values we hold most dear, three guiding principles shape how we see the people we serve, the community around us, and our role within it. These guiding principles are Respect, Service, and Communerosity® and they’re woven throughout our culture. PenAir is where people and community, resources and expertise align with your values to create real impact. Generational impact through strong financial education and support. We care about the things you care about. As the largest and oldest credit union in Pensacola, Florida, with more than $2.5 billion in assets, our purpose is to enhance the lives of those we serve from Mobile County, Alabama to Leon County, Florida. Careers Do you have a passion for helping others? Currently, PenAir provides access to 11 convenient locations in Baldwin County, AL and Escambia and Santa Rosa Counties in Florida. Join us and become a powerful force for good - after all we live, work, and play here too. Join the team. You’ll fit right in. Take control of your future by mapping out a career at PenAir. Working with us means you can shape your professional experience to suit your dreams. We offer valuable resources that provide you the opportunity to build upon and strengthen your skills. Whether it be a career path in advising our members directly on products and services, guiding them through major purchase decisions on a home or vehicle, or even helping build the technology and processes behind the scenes, there is a place for everyone at Pen Air! Success looks different for everyone. Where will your journey take you? The PenAir difference. Just like we strive to be a force for good at work, Pen Air works just as hard to supply employees with a total rewards package that includes competitive salaries and meaningful benefits. Holistic Amenities: * 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. Benefits Package Highlights: * 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 * And more……….! The pay for this role is $20.79 per hour. The candidate will work in our Eastern Shore, Foley, and Robertsdale branches. About the role: Dedicated to enhancing lives in a universal service retail environment with cross-functional responsibilities in both a teller and foundational member service capacity. Consistently uncovers members' needs, offers appropriate solutions, and provides accurate resolution to members' inquiries and concerns. Major Duties and Responsibilities: * Processes wide variety of financial transactions including but not limited to deposits, withdrawals, transfers, and check cashing. * Uncovers existing and potential members’ needs and recommend solutions to improve their financial well-being using a sales through service consultative approach. Conducts basic member service and loan functions such as consumer accounts, disputes, account maintenance and unsecured loans or transitions members to the appropriate next level teammate who can assist with more advanced products or services, such as collateralized loans or business accounts. * Proactively educates members on emerging and existing self-serve technology and digital solutions such as mobile/online banking, bill pay, remote deposit capture and ITM services. * Ensures appropriate records are maintained and required reports are prepared. Performs branch specific functions as needed, including but not limited to end of day balancing, and night drop. * Recognizes referral opportunities and refer members to internal business partners for specialized services including investments, mortgage, or commercial lending. * Performs other job-related duties as assigned. Minimum Qualifications: * Experience: 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. * Education/Certifications/Licenses: A high school degree or equivalent * Interpersonal Skills: A significant level of trust, credibility and diplomacy is required. In-depth dialogue, conversations and explanations with customers, direct and indirect reports and outside vendors can be of a sensitive and/or highly confidential nature. Communications may involve motivating, influencing, educating and/or advising others on matters of significance. Typically includes subject matter experts as well as first level to middle managers. * Other Skills: Ability to change focus efficiently in a fast-paced environment, ability to manage multiple priorities, ability to conduct a needs-based dialogue, ability to use multiple applications on a computer simultaneously, ability to utilize knowledge and resources to effectively problem solve and make sound decisions, willingness to learn and engage in ongoing training and professional development, strong member service focus, strong attention to detail and accuracy, strong communication skills both written and verbal. This Job Description is not a complete statement of all duties and responsibilities comprising the position.

Responsibilities

The Member Advisor enhances lives in a retail environment by processing financial transactions and providing member service. They uncover members' needs and recommend solutions to improve their financial well-being.