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GENERAL SUMMARY
Serves as a Member Advisor in the Credit Union branch setting. The primary responsibility is to provide excellent service by demonstrating the principals of SouthPoint Financial Credit Union and adhering to the vision of “ Empowering People to Enhance Lives ”. This position must also support and embody the core values of SouthPoint:
The Member Advisor is responsible for assisting members with their financial well-being through needs based sales. This includes uncovering and offering products and services that meet the immediate and future needs of our members, and developing meaningful relationships through referrals and external outreach. Accountable to cross-sell Credit Union products and services related to daily transactions, new accounts and consumer loans. Friendly, professional and personal service toward all SouthPoint Financial Credit Union members is mandatory.
ESSENTIAL FUNCTIONS
SKILLS AND COMPETENCIES
JOB SPECIFICATIONS
PHYSICAL REQUIREMENTS
DISCLAIMER
The above information on this description has been designed to indicate the general nature and level of work performed by employees in this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job.
Full Time
$47k-61k (estimate)
05/01/2024
05/19/2024
southpointfinancial.com
Sleepy Eye, MN
50 - 100
The following is the career advancement route for Member Advisor positions, which can be used as a reference in future career path planning. As a Member 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 Advisor. You can explore the career advancement for a Member Advisor below and select your interested title to get hiring information.