The Member Advisor I provides support to members through multiple communication channels (phone, chat, computer audio, and video) primarily focusing on a holistic approach to enhance new and existing members virtual experience by delivering timely communication and troubleshooting various issues. Member Advisors respond to inquiries, manage complaints, troubleshoot significant service problems, and provide general information while projecting a professional company image through all communication channels. Responsible for creating and contributing to an environment that influences the use of technology to meet members needs today and in the future.
ESSENTIAL JOB RESULTS AND RESPONSIBILITIES:
- Knowledgeable and compliant with all credit union policies, procedures, and regulatory requirements and security protocol.
- Maintain a high level of service excellence supporting departmental/organizational CSAT Score standards.
- Utilize virtual channels to establish and maintain ongoing relationships with members.
- Research, identify, and resolve member complaints timely.
- Support new and existing members with new enrollments on all Virtual Branch products and services.
- Ensures that Virtual Branch related documents are being properly retained, imported into core systems, scanned and/or quality controlled.
- Responds to members and staff requests for virtual banking services information or assistance with transactions problems.
- Interact with co-workers, supervisors, members and outside contacts in an appropriate, professional manner which projects a positive image of the department and Andrews Federal.
- Works in conjunction with other departments and staff to develop and strengthen relationships with members who choose our virtual channels.
- Acts as a subject matter expert in all Andrews Federal Credit Union products and services-especially live chat and outsourced call center partner.
- Recognize, guide, and promote credit union products and/or services to current and potential members contributing to the organizational overall production goals.
- Flexibility to work remote or onsite.
- Other duties as assigned.
- Remain cognizant of and adheres to Andrews Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.