6 Member Service Advisor Jobs in Easley, SC
Spero Financial is Hiring a Member Service Advisor Near Easley, SC
Through your strong interpersonal skills, attention to detail and professionalism you will develop full member relationships by analyzing member needs and recommending solutions. You will consult with and assist members on investment options using basic financial planning tools to further develop the relationship. In building full member relationships, you will proactively identify members’ financial needs and turn those needs into business opportunities. You will also deliver on Spero Financial’s member service experience while promoting and educating members on self-service channel options to make banking easier.
With strong communication skills and adaptability, you will support the mission, vision and values, and work with integrated branch and multi-channel teams proactively supporting each other. You will follow the business model and Service Protocols when referring members, preparing for meetings and uncovering opportunities. You will make outbound member contacts for investment renewals as well as assigned marketing campaign calls and perform other duties as required.
- Responsible for assisting members with all elements of their financial needs, from account transactions and inquiries to lending and investment opportunities. This is accomplished by actively engaging members at their first point of contact to identify their financial needs
- Develop full member relationships by analyzing member needs and recommending solutions; consult with and assist members on investment options using basic financial planning tools to further develop the relationship; proactively identify members’ financial needs and turn those needs into business opportunities; deliver on Spero Financial’s member service experience while promoting and educating members on self-service channel options to make banking easier.
- Support the mission, vision and values, and work with integrated branch and multi-channel teams proactively supporting each other; follow the business model and Service Protocols when referring members, preparing for meetings and uncovering opportunities; make outbound member contacts for investment renewals as well as assigned marketing campaign calls and perform other duties as required.
- Open accounts, process investments & lending transactions; Conduct loan interviews and collect and compile relevant information for credit risk adjudication; Process member transactions such as deposits, withdrawals, transfers, bill payments, wires, drafts, term deposits, etc.
- Adhere to all standards and regulatory requirements; take on the responsibility of mentoring and training new/inexperienced Member Service Advisors as needed; Actively participate in problem solving to assist in making decisions, implement solutions and adopt change.
- Perform additional duties as assigned.
Education: A high school education or GED.
Interpersonal Skills Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication.
Other Skills:
Physical Requirements: Is able to bend, sit, and stand in order to perform primarily sedentary work with limited physical exertion and occasional lifting of up to 10 lbs.
Work Environment: Must be able to routinely perform work indoors in climate-controlled shared work area with minimal noise.
Job Summary
Full Time
$33k-40k (estimate)
11/05/2023
06/02/2024
spero.financial
Greenville, SC
50 - 100
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The job skills required for Member Service Advisor include Communication Skills, Bank Secrecy Act, Credit Card, Futures, Attention to Detail, etc. Having related job skills and expertise will give you an advantage when applying to be a Member Service Advisor. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Member Service Advisor. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Member Service Advisor positions, which can be used as a reference in future career path planning. As a Member Service Advisor, it can be promoted into senior positions as a Managed Care Coordinator that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Member Service Advisor. You can explore the career advancement for a Member Service Advisor below and select your interested title to get hiring information.
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