United is based in St.

Joseph, MI, with additional branches in Arkansas, Indiana, Michigan, Nevada, North Carolina, and Ohio. United, as a not-for-profit company, takes its commitment to both Members and the community to heart by improving lives and bettering local neighborhoods through financial tools and resources.

The employees who work at United, known as Team United, are rooted in their communities as friends, family, volunteers, and mentors.

For more information visit www.UnitedFCU.com. General Summary (What is done and why) The Member Service Advisor (MSA) reinforces and builds member relationships through efficient response to members' service requests and solicitation of new loan and deposit product purchases.

This position is responsible for consistently exceeding member expectations and meeting sales goals by matching the full range of Credit Union products and services with an informed understanding of members' needs and making appropriate lending recommendations based on established guidelines.

Essential Functions, in Priority Order (Majority of duties, but not meant to be all inclusive or prevent other duties from being assigned as necessary) 1.

Sell and deliver Credit Union loan, deposit, investment, business, electronic and convenience products and services.

This includes gathering information to complete loan applications, evaluating credit reports, offering solutions to members, and submitting recommendations based on established lending guidelines.

Time : 55% 2.

Act as the primary source of product information and service support for member and staff inquiries, timely problem resolution and account maintenance.

Maintain a high knowledge of all Credit Union products and services. Time : 25% 3.

Provide accurate, complete and consistent documentation in a timely manner.

Time : 10% 4.

Participate in and contribute to training and team development to assist in adaptation to new processes and systems.

Time : 5% 5.

Perform teller functions as needed.

Time : 5%

Last updated : 2024-05-12