Member Service Advisor, Wilmington (Branch Advisor)
Company: Local Government Federal Credit Union
Location: Wilmington
Posted on: November 2, 2025
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Job Description:
Description: OUR CULTURE Our organization believes we can all do
well by doing good. We value the contributions of diverse minds and
prioritize the success and wellbeing of our employees. We also
believe every person in our organization plays a role in supporting
a healthy environment and helping to achieve our goal of prosperity
for all. To this end, we recruit bright, energetic, and talented
people to be members of our team. In return, we offer a dynamic
workplace that presents opportunities for professional advancement
and individual growth. We strive to always display integrity,
self-awareness, courage, and respect for one another while
continuing to seek opportunities to learn. We really believe that
when our employees succeed, our community wins. ABOUT THE POSITION
The Civic Advisor will play a crucial role in providing superior
member experience with enhanced awareness and continued education
of existing products and services. This is accomplished by offering
digital options, processing accurate and professional member
transactions and discovering member centric account solutions. The
Civic Advisor will be a part of the member’s journey in exploring
financial goals, building trust through operational soundness and
becoming a frontline touchpoint for members and staff. At the core,
the Civic Advisor will embody Civic’s values, policies and vision
while fostering an inclusive environment for both branch staff and
members. NORMAL DAY-TO-DAY WORK 1. Demonstrates exceptional member
service by providing personalized solutions, creating memorable
interactions and exceeding member expectations. 2. Builds and
fosters relationships with current and potential members to
increase their financial well-being. 3. Exhibits adept recognition
and adjustment to member needs while employing active listening
techniques to effectively de-escalate member concerns. Conducts
thorough research to address and resolve member inquiries,
preparing necessary documentation as needed. 4. Maintains and
balances assigned cash drawer daily, while following operational
procedures and cash limits. Participates in opening and closing
procedures, as needed. 5. Accurately processes member transaction
requests and responds to member inquiries via various channels in a
timely manner. 6. Provides lobby support and maintains a strong
knowledge of products and services available to Civic members,
including current promotions. Inform members about products and
services other than those requested based on the member’s financial
information. 7. Assists with in-person opening of deposit and loan
accounts by ensuring all information is received timely and
accurately processed. 8. Explains loan programs to member,
evaluates their needs and recommends loan options. Complete member
and loan applications and escalate to the lending department as
necessary. 9. Participate in beta-testing for possible workflow and
process improvement and provide feedback to internal/external
resources as needed. 10. Educates members on digital solutions by
providing self-service alternatives to manage finances at their
convenience. 11. Participates in required meetings and trainings
while promoting a positive team environment. Shares knowledge of
member feedback and effective practices. 12. Collaborates with
internal departments to provide a closed-loop experience for member
requests. 13. Complies with regulation, policies, procedure and
operational guidelines. Proactively assesses and mitigates
operational risks, ensuring compliance with regulations, audit
requests and implements security measures when appropriate. JOB
QUALIFICATIONS Here are a few qualifications you MUST have to be
qualified for this position. 1. Minimum 1 – 3 years of customer
service experience, or a Bachelor’s degree. 2. High school diploma
or equivalent. 3. Excellent verbal, written, telephone and
interpersonal communication skills. 4. Demonstrated strong customer
service skills. 5. Notary Public in North Carolina, or ability to
achieve in the first 6 months of employment. 6. PC proficient,
including Microsoft Office (Word, Excel, PowerPoint, Access,
Outlook) and the Internet. 7. Ability to function in a Consumer
business office environment and utilize standard office equipment
including but not limited to: PC, copier, telephone, etc. 8.
Ability to lift a minimum of 25 lbs. (file boxes, computer
printer). 9. Travel required on occasion. Here are a few
qualifications we’d LIKE for you to have. 1. Credit Union member
service experience. 2. Knowledge of financial products and
services, mobile and on-line banking a plus. If you have questions
about this position description, please feel welcome to ask. You
can reach HR at: Human Resources 3600 Wake Forest Rd, Raleigh, NC
27609 careers@civicfcu.org Requirements:
PIdcbd808185ff-37156-38846979
Keywords: Local Government Federal Credit Union, Wilmington , Member Service Advisor, Wilmington (Branch Advisor), Customer Service & Call Center , Wilmington, North Carolina