Demo

Associate Member Advisor

Hoosier Hills Credit Union
Bedford, IN Full Time
POSTED ON 8/17/2024 CLOSED ON 9/14/2024

What are the responsibilities and job description for the Associate Member Advisor position at Hoosier Hills Credit Union?

Join Our Award-Winning Team as an Associate Member Advisor!


Forbes has recognized Hoosier Hills Credit Union as one of Indiana’s Top Three Credit Unions for 2023 and 2024! ??


Are you passionate about creating outstanding member experiences? Are you eager to take on a role that puts you at the forefront of member satisfaction? Are you skilled in managing a variety of tasks, including handling transactions and account service needs?


If you’re ready to make a meaningful impact in our members' lives and our community, we’d love to meet you!


We’re Hiring: Associate Member Advisor


As an AMA, you will be at the forefront of creating outstanding member experiences. Your role is essential in fostering strong relationships with both new and existing members, ensuring they receive the right products and services tailored to their financial needs. You will handle a variety of tasks including advising, cross-selling, and completing transactions and general account service needs, which includes transaction and account maintenance requests, and product and service inquiries.


What You’ll Do:



  • Mission and Service: Provide exceptional service aligned with Hoosier Hills Credit Union’s mission and Service Promises.

  • Build Relationships: Forge and maintain strong connections with new and existing members, delivering outstanding service.

  • Manage Transactions: Execute transactions and manage account service requests efficiently and accurately.

  • Maintain Accounts: Perform transaction processing and account maintenance, addressing related inquiries promptly.

  • Transactional Excellence: Ensure precise and professional handling of transactions and interactions. Adhere to security guidelines for transactions and account maintenance. Follow protocols for supervisor overrides, safeguard cash, and assist with account and Service Center procedures. Adhere to BSA/AML regulations.

  • Member and Business Focus: Assist with online banking, statements, card activation, wire transfers, and general account maintenance. Act as a knowledgeable resource, support problem resolution, and always act in the best interest of the members.

  • Recommend Products & Services: Identify and suggest HHCU products that meet members’ needs, enhancing their overall experience. Provide information on additional products and services that may help members achieve their financial goals.

  • Teamwork and Collaboration: Communicate clearly with supervisors and team members. Contribute to planning, share improvement ideas, and engage in self-evaluation.

  • Grow and Learn: Engage in continuous learning and self-improvement to drive personal and team development.



PM19

Service Advisor
Lookers -
Edinburgh, IN
Financial Advisor
Edward Jones -
Bedford, IN

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