New Member Advisor Job Opening

New Member Advisor

Connexus Credit Union

Wausau, Wisconsin
Category: Financial Advisor

1. Pro-actively contact new members to welcome them to the credit union and identify their needs, provide account information and communicate in a friendly and professional manner.

2. Confirm financing terms and 1st loan payment due date and encourage members to establish payroll deduction, online banking, or electronic automatic prepayment.

3. Identify and discuss other opportunities for additional products and services. .and refer to the appropriate business area.

4. Properly validate, and update member data

5. Continue to develop product and service knowledge to respond to member questions, and refer inquiries to the appropriate areas

6. Identify and participates in job-related training and development opportunities.

7. Comply with all Federal Regulations as they pertain to your job duties, including BSA

8. Performs other duties as assigned

1. High school diploma and at least 1-3 years related customer service experience is required

2. Evidence of ability to communicate effectively, with an emphasis on verbal / telephone communication

3. Demonstrate confidentiality with sensitive financial information and data

4. Basic knowledge of Windows- based programs

5. Complete related educational courses and training programs as assigned

6. Previous experience demonstrates dependability, maturity and ability to work well with peers and supervisors.