Member Engagement Advisor

Our Member Engagement Advisors are&nbsp;key to building strong connections with our members, understanding their needs, and helping them achieve their financial goals. If you&rsquo;re a proactive problem-solver with a genuine commitment to making a difference come be a part of a Credit Union that values innovation, teamwork, and personal growth!<br /><br />

Alexandria, VA or Harrisonburg, VA

CommonWealth One Federal Credit Union

<p><strong>CommonWealth One Federal Credit Union Origin</strong></p> <p>For 80 years, CommonWealth One FCU has embodied a legacy of people helping people, now proudly serving over 58,000 members and managing assets exceeding $580 million.</p> <p>We are forward thinking, and understand our roots in making a difference in our members&rsquo; financial goals and their path to a better way of life. Our first priority is our member's financial wellness, offering a fresh and creative take on delivering financial products and services, wherever and whenever needed.</p> <p>For You, For Life. It's more than a slogan. It&rsquo;s our culture of service and promise to our members, today and wherever their paths take them. We are their financial ally and expert, and we are there for our members every step of the way.</p> <p>&nbsp;</p> https://www.cofcu.org/

keywords: member experience,teamwork,compliance,goals,education,experience,professional,performance,consulting

Non-Exempt

Hourly

Overview: At CommonWealth One Federal Credit Union, we&rsquo;re dedicated to creating an outstanding member experience, and we&rsquo;re on the lookout for a dynamic Member Engagement Advisor to join our vibrant team.<br /><br /> <p><strong>Employment Type:</strong>&nbsp;Full-Time</p> <p><strong>Hours of Operation:</strong>&nbsp; Monday-Friday: 9 am - 5:30 pm; Saturday 9 am - 12:30 pm.</p> <p><strong>Location</strong>: 4875 Eisenhower Ave Suite 100, Alexandria, VA 22304 or 42 Terri Dr, Harrisonburg, VA 22802</p> <p>(ONSITE position during Onboarding/ Training period, Hybrid work model after successful completion of both).</p>
Responsibilities: <p><strong><u>Responsibilities</u></strong></p> <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.&nbsp;&nbsp;</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 team members 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: <p><strong><u>Performance Expectations</u></strong></p> <ul> <li>Meet assigned goals. Recommend Credit Union products 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 team members.</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> <p>One year to three years of related work experience within a Call Center in retail sales and/ or financial services environment.</p> </li> <li> <p>High school education or GED, required.</p> </li> <li> <p>Branch experience for a financial institution, preferred.</p> </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;</p>