Piedmont Advantage Credit Union is an energetic, fast-paced company seeking to hire passionate team members who possess financial service skills. Currently, we have an opening for a Roving Member Experience Advisor, who will be responsible for accepting the challenge of creating a unique experience for every member that walks through our doors. Our Advisors come to us with experience in financial services and a passion to put the Member First. They excel in the areas of building rapport, creative problem solving, critical thinking, sound judgment and most importantly member focus. The Member Experience Advisor is comfortable learning the member’s needs and positioning the correct products and services that would enhance their lives through the relationship they have with their Credit Union.

The Roving Member Experience Advisor is a position that will require travel to branches in the central region of North Carolina.

Essential Functions & Responsibilities:

• Facilitate the delivery of efficient, accurate and professional service of all financial products and services that defines excellent member experience. This will include accurately processing deposit transactions, creating out of the box solutions for member loan requests and opening accounts in an accurate and timely manner. All new products and services should be accompanied by accurate and timely documentation.
• Assist members with requests, challenges, research, and follow-up on details to resolve matters to the member's satisfaction.
• Utilize technology to educate members and prospective members on the benefits of Credit Union membership as well as out line up of products and services.
• Possess the necessary sales skills and positive energy toward the accomplishment of monthly and annual branch activity, member experience and growth goals to continuously put our members first. Effective communication, especially listening skills, are required for the fulfillment of this requirement.
• Utilize sound judgment skills to maintain a safe and secure environment in our paperless/electronic branch environment while still functioning under dual control. Adherence to all operational, regulatory and security requirement, directives and procedures while minimizing losses.
• Perform other duties as assigned

Education, Training, Abilities & Experience:

• One year to three years of similar or related experience
• A bachelors degree or achievement of formal certifications recognized in the industry as equivalent to a bachelor's degree (e.g. information technology certifications in lieu of a degree)
• The ability to motivate or influence others in a material part of the job, requiring a significant level of diplomacy and trust
• Obtaining cooperation (internally and/or externally) is an important part of the job
• Each individual should have an empowerment to provide the highest level of service possible that puts all of our members first
• All Member Experience Advisors will be held accountable both individually and as part of the overall team.
• The Member Experience Advisor should be internally motivated and able to function in an independent manner as it relates to product knowledge
• A friendly and energetic disposition is required for success.
• Rapport building
• Strong oral and written communication
• Critical thinking
• Sound judgment
• Problem resolution
• Team collaboration
• Root cause analysis
• Technology friendly
• Community focused

Piedmont Advantage Credit Union is seeking an energetic Member Relationship Team Representative to work on our fast-paced Member Relationship Team in Winston-Salem, NC. The MRT Representative will assist members and potential members with their Credit Union needs; explaining services, setting up new accounts, responding to problems, and directing members to the appropriate contacts within the Credit Union. This is a Full Time position in our inbound call center.

Essential Functions:

• Assists members with opening and closing accounts, answers questions about products and services and resolves problems that are within their authority to resolve.
• Refers problems that are beyond their authority to their supervisor, along with their recommendations.
• Identifies cross-sell opportunities and cross-sells services to members.
• Maintains member account information on computer system.
• Assures that appropriate records are maintained and required reports are prepared.
• Acts as liaison between members and various organizations and departments.
• Performs other related duties as assigned

Education, Training, Abilities & Experience:

• Credit Union, Banking and/or Financial Services experience strongly preferred
• Possesses six months to two years of similar or related experience.
• Holds a high school diploma or GED.
• Excellent computer skills.
• Ability to gain trust, build rapport, and motivate others
• Provides prompt, accurate, courteous, friendly, timely and professional service to all members.
• Maintains a professional work environment and businesslike appearance

• The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. While performing the duties of this job, the employee is exposed to an office environment. The noise level is usually low. Equipment required for this position:
  • Standard office space and equipment
  • Standard PC equipment and printers
  • Telephone and/or headset
  • To be capable of, and willing to fully comply with the requirements of the Bank Secrecy Act, The Patriot Act, OFAC and all credit union policies and procedures relating to or arising from these laws and applicable government regulations.