Member Engagement Advisor

<strong>CommonWealth One Federal Credit Union</strong>&nbsp;is always on the lookout&nbsp;for individuals who will act in our members&rsquo; best interest and who will contribute positively to our workplace. With a sense of urgency, we foster scalable and profitable growth in our communities, building and deepening member relationships with a diverse portfolio of products. &nbsp;Explore how you can learn more about the<strong>&nbsp;Member Engagement Advisor&nbsp;</strong>opportunity!

Harrisonburg, VA

CommonWealth One Federal Credit Union

<p><strong><em>For You, For Life.</em></strong></p> <p>CommonWealth One has grown to serve over 38,000 members with over $550 million in assets.&nbsp;Through the decades, since 1944, the one that thing that remains the same is our commitment to putting our members at the heart of everything we do; today and for life. Our principles are rooted in forming lasting relationships that improve the lives of our members and community.</p> <p>CommonWealth One is focused on career development and offers a robust compensation package that includes medical and dental plan options, 401(k) plan, tuition assistance, professional development, free parking, and metro accessibility. Federally insured by NCUA and proud to be an equal opportunity employer!</p> <p>To start your journey with CommonWealth One we encourage you to visit our career's website at&nbsp;<u>www.cofcu.org/careers/</u>&nbsp;<br /><br /></p> <p style="margin: 0in 0in 11.25pt 0in;">&nbsp;</p> https://www.cofcu.org/

keywords: hours,performance,deliver,training,sales,retail,goals,performance,compliance,assist,analysis,acquire,skills,education,experience,professional,communication,consulting,performance,culture,maintenance

Non-Exempt

Overview: <p>The Member&nbsp;Engagement Advisor delivers exceptional member service by handling a variety of member calls to resolve member questions and issues regarding accounts, process payments, refer products and services. The Member Engagement Advisor will effectively engage members in consultative cross selling of products and services that meet the member&rsquo;s specific need. The Member Engagement Advisor will perform administrative tasks to complete and maintain related member report, record and/or file.</p> <p>All Retail Sales staff must fully understand credit union products and services, and be able to assist members to use these products and services. The Member Engagement Advisor is expected to demonstrate assigned core competencies and meet assigned goals.&nbsp;</p> <p><strong>Employment Type: Full-Time</strong></p> <p><strong>Centered Hours (Three Available Shifts Within These Hours)</strong>: &nbsp;Monday-Friday: 7:45 am - 6:15 pm rotating; Every other Saturday&nbsp;8:45 am - 2:15 pm.&nbsp;</p> <p><strong>Location</strong>:&nbsp;4875 Eisenhower Ave Suite 100, Alexandria, VA 22304&nbsp;(ONSITE position during Training period, Hybrid work model after successful completion of Training.)</p>
Responsibilities: <ul> <li>Answer calls, greet and welcome members in a courteous, professional and timely manner, providing accurate and handling member transactions efficiently.</li> <li>Provide product and service information to existing members and prospective members. Anticipate and recognize member issues, complaints or problems and facilitate the resolution of these issues.</li> <li>Identify cross-sell opportunities and cross-sell products and services to members.</li> <li>Assist in meeting department promotional goals including First Mortgage &amp; Investment referrals.</li> <li>Perform administrative tasks to complete member transactions. Follow-up with member and internal department staff as needed.</li> <li>Conduct outbound calling to follow up on new member accounts and/or acquire new member loan business.</li> <li>Ensures compliance with all applicable federal regulations, including the Bank Secrecy Act, Security, OFAC and the SAFE Act.</li> </ul>
Requirements: <ul> <li>Meet assigned goals. Recommend credit union product and service solutions to members that will help our members&rsquo; financial life to be better.</li> <li>Perform functions efficiently, effectively, and accurately and in accordance with established policies, standards, and security procedures. Adhere to and uphold all written policies and procedures of the credit union, including BSA/CIP and OFAC monitoring and reporting, security operation and personnel policies.</li> <li>Reports and records are accurate, complete, and timely.</li> <li>Cooperative and positive attitude towards members and credit union employees.</li> <li>Supervisors are appropriately informed of department activities.</li> <li>The credit union&rsquo;s professional reputation is maintained and conveyed. Professional appearance and demeanor are maintained.</li> <li>Dependable record of attendance and timeliness.</li> <li>Demonstrate the credit union&rsquo;s Core Values and Cultural Beliefs.</li> </ul> <p><strong><u>Education &amp; Experience</u></strong></p> <ul> <li>One year experience within a Call Center for a retail sales or financial services environment.</li> <li>Branch experience for a financial institution, preferred.</li> <li>Some college, preferred.</li> </ul> <p><strong><u>Skills &amp; Abilities</u></strong></p> <ul> <li>Consistent excellent customer service skills.</li> <li>Strong written, verbal and interpersonal communication skills.</li> <li>Problem solving and conflict resolution capabilities.</li> <li>PC skills (including Microsoft Office and banking platforms).</li> </ul> <p>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;</p> <p><strong><u>Other Pertinent Information</u></strong></p> <ul> <li>Regular and satisfactory attendance required.</li> <li>Must maintain an acceptable personal credit history and be bondable.</li> </ul> <p><strong><u>&nbsp;</u></strong></p>