1. 1. Welcome members with a warm and professional demeanor as they enter the lobby.
   2. Assist members with opening new accounts and maintaining existing accounts.
   3. Build and maintain positive relationships with members to enhance their overall experience.
   4. Cross-Sell the appropriate loan products and services based on member need
   5. Process account closures and modifications promptly
   6. Open IRA, HSA, Business, and other accounts for members
   7. Adhere to CIP guidelines, policies, and procedures 
2. Provide support to members and the branch as needed
   1. Complete loan applications for members as needed.
   2. Print debit cards for members
   3. Initiate debit card and kiosk disputes
   4. Conduct coin transactions
   5. Manage and balance the vault and coin machine daily
   6. Print cashier’s checks
   7. Troubleshoot issues with the kiosk
   8. Conduct transactions for members as needed
   1. Order checks and other financial products for members
   10. Direct members to the appropriate team member as needed
   11. Position yourself to be viewed as an expert in knowledge of all Credit Union products necessary to discuss features and benefits and process requests
3. Contribute positively towards a cooperative work environment for members and co-workers.  
   1. Assist in evaluating quality and effectiveness of service delivery and make recommendations to management based on member feedback about the competitiveness of our products and services.
   2. Strong knowledge of technology channels especially within line with the credit unions eService channels.
   3. Keep supervisors informed of area activities and significant problems.
   4. Attend and participate in meetings as required.
   5. Keep work area clean, secure, and well maintained.
   6. Assume responsibility in fostering a team centric service environment.
   7. Perform all other duties as assigned.
   8. Work closely with team members to ensure the community space is always represented with credit union staff to aid in direction of new and potential members.

Performance Measurements

1. Functions are efficiently, effectively, and accurately performed in accordance with established policies, standards, and security procedures
2. Membership growth is well represented as utilization of the community space.
3. Good business relations exist with members.  Member problems and complaints are promptly and professionally addressed and resolved
4. Accurate and complete information about credit union products and services is provided to members
5. Good working relationships and coordination exist with personnel and with management.  Appropriate assistance is provided to staff as needed.  Supervisor is informed of activities
6. Required balancing and reports are accurate, complete, and timely
7. The credit union’s professional reputation is conveyed and maintained

Qualifications

1. Education/certification
   1. A minimum of a High school diploma or equivalent. Associates or Bachelor’s degree in Finance, Business or related field is a plus.
2. Required Knowledge
   1. General knowledge of credit union policies and procedures
   2. Basic understanding of loans, payment process, and credit union products.
3. Experience Required
   1. At least six months of experience in the Member Advisor I role is preferred.
   2. At least one to three of experience in member service at a full-service financial institution.
4. Skills/Abilities
   1. Excellent communication and public relation skills
   2. Ability to work well under pressure
   3. Ability to use a personal computer and related software applications.
   4. Solid math and bookkeeping abilities

Physical Requirements of This Position

1. Finger Dexterity
   1. Using primarily fingers to make small movements such as typing, picking up small objects or pinching fingers quickly.
2. Talking
   1. Especially where one must frequently convey detailed or important instructions or ideas accurately, loudly, and quickly.
3. Average Hearing
   1. Ability to hear average or normal conversation and receive ordinary information.
4. Average visual abilities
   1. Average/ordinary visual accuracy necessary to prepare or inspect documents and products or operate machinery
5. Physical Strength
   1. Sedentary work, sitting most of the time.  Occasionally exert up to 50 lbs. of force.

1. Reasoning Ability
   1. Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables.
2. Mathematics Ability
   1. Ability to perform very basic math skills including addition, subtraction, multiplication, and division of two-digit numbers. 
   2. The four basic arithmetic operations with money and operations with units such as inch, foot, yard, ounce, and pound
      1. including their metric counterpart

Working Conditions

1. Standard office conditions
2. Travel to different branches in the same geographic area on a daily basis required