Job Description
Deliver exceptional member experiences as a Member Services Advisor with Tru Cooperative Bank. This role focuses on financial needs assessment, relationship building, and service excellence in a busy environment.
As a Member Services Advisor, you will provide front-line support to members, triaging questions, and creating positive interactions to enhance financial relationships. Your expertise in identifying member life-cycle needs will be essential in offering tailored solutions or referring them to financial advisors as necessary.
Key Responsibilities:
• Triage member inquiries through digital channels effectively
• Process transactions like account openings and deposits
• Promote and support branch goals and campaigns
• Stay informed on industry regulations and practices
• Foster a positive team environment and assist colleagues
Requirements:
• High School Diploma required
• 2 years of retail or customer service experience
• Must complete Tru Coopera...
As a Member Services Advisor, you will provide front-line support to members, triaging questions, and creating positive interactions to enhance financial relationships. Your expertise in identifying member life-cycle needs will be essential in offering tailored solutions or referring them to financial advisors as necessary.
Key Responsibilities:
• Triage member inquiries through digital channels effectively
• Process transactions like account openings and deposits
• Promote and support branch goals and campaigns
• Stay informed on industry regulations and practices
• Foster a positive team environment and assist colleagues
Requirements:
• High School Diploma required
• 2 years of retail or customer service experience
• Must complete Tru Coopera...
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