Member Services Advisor UN (Duncan Branch Reg FT)

Member Advisor – Job Description

We are currently seeking a Member Advisor to join our team. The Member Advisor is responsible for providing front‑line member service to triage and manage member needs by asking thoughtful financial questions, creating positive experiences to retain and deepen financial relationships, advancing member knowledge of digital channels, addressing concerns, raising matters as appropriate, maintaining confidentiality, and accuracy.

Member Advisor identifies member life‑stage cycles and provides solutions to financial needs, and/or refers members to an appropriate advisor.

Typical day

• Member Service: Triages member questions and needs through to digital channels and MAC where appropriate. Builds strong relationships with current and potential members; identifies member life‑stage cycle and provides financial advice or refers to advisor.
• Member Transactions: Processes a full range of member transactions ...