Member Advisor

Full Time
Gulf Breeze, FL 32563
Posted
Job description

Company Description

Since 1936 Pen Air® Credit Union has been the catalyst where community, resources, and impact come together and produce a powerful force for good. We have a unique culture and we’re passionate about it. Grown from the values we hold most dear, three guiding principles shape how we see the people we serve, the community around us, and our role within it. These guiding principles are Respect, Service, and Communerosity® and they’re woven throughout our culture.


Pen Air is where people and community, resources and expertise align with your values to create real impact. Generational impact through strong financial education and support. We care about the things you care about. As the largest and oldest credit union in Pensacola, Florida, with more than $2.3 billion in assets, our purpose is to enhance the lives of those we serve from Mobile County, Alabama to Leon County, Florida.


Careers

Do you have a passion for helping others?
Currently, Pen Air provides access to 11 convenient locations in Baldwin County, AL and Escambia and Santa Rosa Counties in Florida. Join us and become a powerful force for good - after all we live, work, and play here too.

Join the team. You’ll fit right in.
Take control of your future by mapping out a career at Pen Air. Working with us means you can shape your professional experience to suit your dreams. We offer valuable resources that provide you the opportunity to build upon and strengthen your skills. Whether it be a career path in advising our members directly on products and services, guiding them through major purchase decisions on a home or vehicle, or even helping build the technology and processes behind the scenes, there is a place for everyone at Pen Air! Success looks different for everyone. Where will your journey take you?

The Pen Air difference.
Just like we strive to be a force for good at work, Pen Air works just as hard to supply employees with a total rewards package that includes competitive salaries and meaningful benefits.

Holistic Amenities:

  • Up to $15K available for continuing education
  • Student Loan Paydown
  • Adoption Assistance Reimbursement
  • Wellness Programs
  • Gym membership reimbursement
  • Formal Career Development Resources
  • Financial Wellness Resources
  • Purchase assistance with computers and fitness equipment

Benefits Package Highlights:

  • Generous PTO Plan—20 days for new hires
  • Paid Maternal & Parental Leave
  • Competitive Retirement Plan
  • Competitive medical, dental & vision plans
  • Company paid Telehealth services
  • Company paid Short Term Disability
  • And more………!

Location for this role will be in Gulf Breeze at 3591 Gulf Breeze Pkwy.

Starting hourly pay for this position will be $19

Member Advisor Role:

As a Member Advisor, you will be the face of the Credit Union and enhance the lives of our members! Through exceptional service and a consultative approach, you will assist our members with an array of requests, from making a deposit, to opening new accounts, or applying for a loan while educating members on the digital benefits Pen Air has to offer. As a result of the relationships developed, our members rely on you for professional advice to help them succeed on their financial journey. When it comes to more specialized financial needs of our members, our relationships with multiple business partners across the Credit Union allow us to further assist our members in achieving their goals. At Pen Air, we take your career growth seriously and partner with our Learning and Development Team to ensure you are prepared to succeed in your role as a Member Advisor.

Knowledge and Skills:

Experience

Minimum two (2) years of financial institution experience in member service or cash operations or comparable experience in cash handling, customer service, or sales experience.

Education

A high school education or GED.

Interpersonal Skills

Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication.

Other Skills

Ability to change focus efficiently in a fast-paced environment, ability to manage multiple priorities, ability to conduct a needs-based dialogue, ability to use multiple applications on a computer simultaneously, ability to utilize knowledge and resources to effectively problem solve and make sound decisions, willingness to learn and engage in ongoing training and professional development, strong member service focus, strong attention to detail and accuracy, strong communication skills both written and verbal.

Physical Requirements

May be required to lift up to 50 pounds to transfer money and coins. Sitting and/or standing for long periods of time.

Work Environment

No adverse environmental working conditions noted.

This Job Description is not a complete statement of all duties and responsibilities comprising the position.

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