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Member Service Advisor (Call Center Rep)

SkyOne Federal Credit Union
Hawthorne, CA Full Time
POSTED ON 6/6/2025 CLOSED ON 6/26/2025

What are the responsibilities and job description for the Member Service Advisor (Call Center Rep) position at SkyOne Federal Credit Union?

At SkyOne Federal Credit Union, the Member Service Advisor role offers a thrilling opportunity to directly impact our members' lives. You’ll play a pivotal part in delivering tailored financial solutions and enhancing customer experiences. This position allows you to showcase your exceptional communication skills while tackling new challenges each day.

Collaborate with a team that shares your values of performance, accountability, and integrity, making every member interaction meaningful. Embrace innovation as you navigate the ever-evolving financial landscape, empowering our members to achieve their goals. Your contributions will resonate within the community, fostering trust and building lasting relationships.

This is your chance to be part of a mission-driven organization that truly values respect and strives to improve lives with every call.

Your day as a Member Service Advisor 

As a Member Service Advisor at SkyOne Federal Credit Union, you will be pivotal in developing and deepening member relationships through high-quality, consultative service. Your role will include identifying member needs and matching them with our value-added products and services, ensuring each interaction delivers tangible benefits. You will process transactions, update accounts, open new accounts, handle loan applications, and expertly answer member inquiries, all while adhering to our established service standards.

Your commitment to following our policies and procedures will help you meet individual and team performance goals. Additionally, you will support business development initiatives by performing outbound sales and service calls, providing essential frontline coverage at both the branches and call center. Your contributions will play a vital role in enhancing our members' overall experience and satisfaction.

Are you the Member Service Advisor we're looking for?

To excel as a Member Service Advisor at SkyOne Federal Credit Union, a diverse skill set is essential. Strong interpersonal and communication skills are crucial for answering incoming calls professionally and courteously, ensuring excellent member relations efficiency. A clear understanding of the credit union's financial goals and compliance with BSA and OFAC regulations is a must. You should have the ability to proactively support a sales culture, using account information to assess members' financial needs and offering tailored products and services accordingly. Effective collaboration with colleagues across departments is vital to process requests related to investments, mortgages, IRAs, and loans seamlessly.

Additionally, maintaining up-to-date knowledge of credit union offerings and accurately processing transactions, requests, and inquiries will be key to your success. Your focus on service excellence, achieving sales goals, and a commitment to ongoing training will enable you to thrive in this dynamic role.

QUALIFICATIONS

  • Minimum of one-year experience in a call center, preferably financial services.
  • Strong cross-selling and telemarketing skills.
  • Excellent member service and telephone communication skills.
  • Strong knowledge and understanding of financial products and services.
  • Windows, Word, Excel, and Internet proficiency.
  • A high degree of confidentiality.
  • A positive, professional image within the workplace.
  • Effective verbal and written communication skills.

Join our team today!

If you think this job is a fit for what you are looking for, great! We're excited to meet you!

Salary : $25 - $27

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