Job description

Member Engagement Advisor

Job Description

About Us:

3Hill Credit Union is a full-service financial institution dedicated to Life with Purpose. We offer banking, lending, and personalized services to members in over 30 states and 3 countries. Located in Blue Bell, Pennsylvania we are challenging the status quo, we are not for profit with the pure mission of helping our community. At 3Hill Credit Union, we believe life is more than money. It's about making an impact on the people around us, to change what is to what could be. We call it "Life with purpose." Whether you're a mom, dad, educator, soldier, or friend, we strive to support you in making a difference in the world. Join us. Let us lift up our community, together.

About the Role:

In this role, you will be responsible for building, maintaining, and deepening relationships with consumer and business members. You'll do this by providing exceptional customer service and recommending appropriate answers and suggestions to help members improve their financial journey. This includes, but is not limited to processing transactions, building relationships, analyzing financial needs, and placing members in appropriate account and loan products,

• Listen to the customer's financial needs and make recommendations to support the member's financial growth.
• Accept and accurately process a variety of financial transactions for members, including typical consumer and business transactions, such as, cash checks/process checking and savings account withdrawals and balancing duties, etc., while seeking opportunities to develop customer relationships.
• Accept and accurately process all financial transactions.
• Maintain responsibility for cash drawer and follow proper balancing procedures.
• Leverage your knowledge and training received to provide answers and assistance for members' questions and concerns.
• Review and maintain knowledge of products, fees and policies and stay current on offerings for product suggestions.
• Open and process complex consumer and moderate to complex small business deposit accounts.
• Originate basic to moderately complex consumer loans within 3Hill Credit Union guidelines.
• Work on NSF reports, balancing cash, ensuring audit safety, and soundness of credit union. Considerable judgment and initiative are required in resolving problems and making recommendations.
• Open new accounts and originate loans.
• Comply with all Federal, State, and local consumer protection laws governing loan origination including the SAFE Act and SAFE Act registration and renewal rules as defined by the bank, if applicable.
• Demonstrate compliance with all bank regulations that apply to your position and keep up to date on regulation changes.
• Maintain working knowledge of our policies and procedures regarding the Bank Secrecy Act, Regulation CC, Regulation E, Bank Security, and other regulations that apply to your position
• May be asked to coach, mentor, or train others and teach coursework as subject matter expert.

About You:

• You are someone who is driven to help others and make a difference in the community and world.
• Strong attention to detail and the ability to multi-task effectively.
• Ability to understand and follow directions.
• Ability to organize and prioritize work.
• Proficient use of Microsoft Word and Excel software applications and ability to operate a variety of office equipment.
• Knowledge of bank operating procedures, practices, and policies.
• Consumer lending origination skills required.
• Ability to maintain confidentiality, use tact and diplomacy; maintains required dress and demeanor.
• Considerable judgment and initiative are required in resolving problems and making recommendations.
• Requires reading, writing, and basic arithmetic skills.
• 2-5 years of banking and/or demonstrated sales experience.
• High School Diploma, GED, vocational training, or equivalent and customer service skills.
• This position requires you to act as a Bank MLO, which is defined as an individual authorized by the Bank to take mortgage loan applications, offer a mortgage, arrange a mortgage, assist a consumer in obtaining or applying to obtain a mortgage, negotiate a mortgage, otherwise obtain or make a mortgage for another person, represent to the public (through advertising or other means of communication) that such person can or will perform any of these activities, or refer a consumer to a loan originator for compensation or gain. All MLOs will be required to register as an MLO complying with the SAFE Act requirements.

· Our Benefits:

· The opportunity to use your knowledge, skills, and passion to help the community.

· Training in financial needs analysis and recommendations.

· We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, and paid vacation, sick days, and holidays. Some benefits require certain tenure before eligibility.

· Our Commitment to Diversity:

· 3Hill Credit Union is an equal opportunity employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics.

Job Type: Full-time

Pay: $18.00 - $24.00 per hour

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee discount
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift
• Weekend availability

Ability to commute/relocate:

• Blue Bell, PA 19422: Reliably commute or planning to relocate before starting work (Required)

License/Certification:

• Driver's License (Required)

Work Location: In person

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