Bilingual Member Account Advisor - Byron

• Member Onboarding: Provide a warm welcome to new members, guiding them through the account opening process and ensuring a seamless transition to our services.
• Account Management: Assist existing members in opening additional accounts and provide tailored financial solutions to enhance their banking experience.
• Loan Cross-Selling: Identify opportunities to cross sell loan products during account opening and throughout ongoing member interactions.
• Loan Production: Identify loan needs and aid in loan applications, closing and funding at time of cross sell for high level products such as Lines of Credit and Credit Cards.
• Financial Education: Educate members on various financial products and services, providing sound financial advice that aligns with their goals and needs.
• Transaction Support: Handle more complex transactions and account inquiries, ensuring that members receive timely and accurate assistance.
• Collaboration: Build strong relationships with internal partners to facilitate a smooth and effective transition process for members, ensuring all financial needs are met.
• Exceptional Member Experience: Demonstrate strong listening skills and a genuine passion for member experience, addressing concerns and feedback to continually improve service delivery.
• Other duties as assigned by Branch Manager

• 3+ Years of Member Service Experience, with a minimum of 1 being in the financial industry.
• Prior experience in mobile or floating service environments is preferred.

• Bilingual proficiency in Spanish and English required.
• Excellent communication and interpersonal skills.
• Ability to thrive in a mobile, flexible, and fast-paced environment.
• Working knowledge of credit union products, services, and loan offerings.
• Strong technical skills and familiarity with electronic systems and mobile service tools.
• Self-motivated, dependable, and committed to member satisfaction.

• Believes in own capabilities and knowledge to affect positive outcomes and even succeed where others may not and demonstrates that attitude in performing day-to-day activities.
• Self-motivated by the desire to accomplish goals and have exceptional performance; very open to receiving constructive feedback.
• Understands that change is necessary to evolve as a person and an organization, and reflects that in the context of daily work, handling change without becoming disengaged.
• Displays an on-going commitment to learning and self-improvement in areas that are job and/or organization relevant.

• Lives the credit union mission: we show up. We listen to your story. We provide possibilities.
• Embodies the credit union’s core values: Passion, Presence and Persistence
• Takes initiative to be involved in networking opportunities in the community.
• Generates innovative ideas, and creative solutions to challenging problems.
• Models’ behavior that builds inter-personal trust and personal integrity within the team.
• Offers to take additional responsibilities contributing to the success of the team.

• Mission, Vision & Core Values: Ensure personal and departmental actions and service align with the credit unions Mission, Vision, and Core Values.
• Member Experience: The degree to which member service is demonstrated in the day to day business environment. The level of support for co-workers as well as outside members, vendors, contractors, and legal counsel etc.
• Membership Growth: The level of membership achieved as compared against a pre-determined goal. The degree of effectiveness demonstrated in opening memberships
• Loan Growth: The level of loan growth achieved as compared against a pre-determined goal. The degree of effectiveness demonstrated in making loans.
• Decision-Making / Judgment: The ability to make prudent decisions that are timely, well researched, and reflect awareness of impact.
• Policy Compliance: The degree to which the employee has knowledge of and complies with organizational policies, procedures, and guidelines.
• Communication: The ability to effectively converse and listen to both internal and external members. The use of proper written and grammatical skills, and meaningful application of computer technology (email, Internet, web-based vendor platforms, etc.)
• Problem Solving: The ability to predict, recognize, and define problems. Skill in generating, selecting, and implementing timely and meaningful solutions.

First Alliance Credit Union