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Member Advisor-Clarksville, TN

Company: Fortera Federal Credit Union
Location: Clarksville
Posted on: June 9, 2021

Job Description:

Position Purpose

Responsible for providing a variety of paying and receiving functions for members including processing deposits, withdrawals, loan payments, cashiers' checks, money orders, gift cards, travel cards, and cash advances. Balances each day's transactions and verifies cash totals. Performs a broad variety of member services functions such as opening and closing share accounts, CDs, Answers members questions regarding Credit Union services provided and performs a variety of account maintenance duties. Actively cross-sells Credit Union products and services. Performs assigned side-jobs including various clerical and receptionist functions, and assists other Member Advisors with duties as required. Serves members promptly and professionally.

Essential Functions and Basic Duties

Assumes responsibility for the efficient, effective, and accurate performance of teller and entry level member advisor functions.

  • Represents the Credit Union in a courteous and professional manner.
  • Receives share deposits and loan payments.
  • Processes cash advances, travel cards, gift cards, cashiers' checks, money orders, the wiring of funds, share withdrawals, transfers, & stop payments.
  • Verifies transactions. Monitors deposit amounts and examines documents for endorsement and negotiability. Detects and resolves discrepancies promptly.
  • Balances daily transactions and verifies cash totals. Investigates, reports and resolves out-of-balance conditions.

Assumes responsibility for the effective and professional performance of member service functions.

  • Presents and explains Credit Union services and products to members and assists in meeting their financial needs. Opens and closes accounts. Orders checks for members' accounts. Completes payroll deduction and authorization forms.
  • Answers questions and solves problems for members by listening to problems, collecting data, securing answers, and reporting results to the inquiring party. Resolves member bookkeeping and account problems. Takes stop payment orders.
  • Receives and directs members and telephone calls. Responds to inquiries and questions if possible or directs them as necessary. Records and relays messages.
  • Performs file maintenance and account changes as needed.
  • Keeps members informed of Credit Union products & services including types of available accounts, interest and dividend rates, payroll deduction options, and other related services.
  • Maintains and projects the Credit Union's professional reputation. Maintains privacy of member account information.
  • Actively cross-sells Credit Union products and services, and makes qualified referrals to other areas within the organization.
  • Satisfactorily completes all required compliance training and complies with all regulations which apply within the scope of the position to include Bank Secrecy Act compliance.

Assumes responsibility for establishing and maintaining effective coordination and working relationships with area personnel and with management.

  • Assists area personnel as required.
  • Keeps supervisor informed of area activities and of any significant problems or concerns.
  • Completes required reports and records accurately and promptly.
  • Adheres to assigned schedule & break periods. Regular attendance & punctuality are required.
  • Attends and participates in all meetings, trainings and committees as required

Assumes responsibility for related duties as required or assigned.

  • Performs drive-up service, night drop, safe deposit box, and ATM and coin machine functions as assigned.
  • Participates in community and civic events to promote awareness of the Credit Union in the community.
  • Ensures that work area is clean, secure, and well maintained.
  • Performs other duties as assigned by management.

Overview of Sr. Member Advisor role GRADE: 7

Performs teller functions on an on-going, routine basis. Performs new account and basic sales functions. Responsible to cross sell, open, and maintain investment accounts to include Share Certificates and IRAs. Requires completions of the Share Certificate and IRA training and certification, and once complete, proficiency in skills must be demonstrated.

Develops product and consumer loan knowledge. Must complete training to process and disperse loan funds on approved loans, and demonstrate a proficiency in these tasks through use of the obtained skills within six month of hire date.

Senior Member Advisor

  • (*Minimum of 6 to 12 months experience performing the following member sales and services proficiently)
  • Performs branch opening/closing activities.
  • Educates members and prospective members of CU Products & Services to include demonstrations of online and mobile banking services.
  • Processes mortgage loan applications.
  • Opens Business Accounts.
  • Acts a branch mentor and role-model for all new hires.
  • Promotes and attends Fortera-At-Work on-sight visits.

Key 3 Additional Responsibilities:

  • Assists with leading and directing daily activities and branch staff.
  • Performs vault teller duties, check acceptance approval authority.
  • Obtains Fortera Financial Counseling Certification

Performance Measurements

  • Member Advisor functions are efficiently, effectively, and accurately performed in accordance with established policies, standards, and security procedures.
  • Monies are balanced and any discrepancies promptly reported and resolved.
  • Cross sells all Credit Union products and services to include Debt Protection.
  • Meets or exceeds loan, deposit and referral performance goals assigned by the Credit Union.
  • Good business relations exist with internal and external members. Members' problems or questions are courteously and promptly resolved.
  • Good working relationships and coordination exist with area personnel and with management. Assistance is provided to all CU staff as needed. Supervisors are appropriately informed of area activities.
  • Required reports and records are accurate, complete, and timely.
  • Ensures the Credit Union's professional reputation is maintained and conveyed.
  • Maintains minimum established standards for member service surveys.
  • Maintains minimum established share/draft ratio of 80%.
  • Builds lasting relationships with members.
  • Individual Sales and Service standards are met.
  • Forteras core values are satisfactorily demonstrated.

Special Note: Fortera Federal Credit Union is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to age, sex, race, color, national origin, disability, pregnancy, genetic information, religious preference, protected veteran status, sexual orientation, gender identity or any other trait protected by state or federal law.

Please be advised, visa sponsorship is not available for this position.

Required Skills

Required Skills/Abilities:

  • Strong organizational and administrative skills.
  • Excellent interpersonal and communication skills (oral & written).
  • Professional appearance, dress, and attitude.
  • Good math skills with excellent attention to detail
  • Ability to operate PC, related software applications and standard office equipment.
  • Must have the ability to work independently, as a team, and handle multiple tasks in a fast-paced environment.
  • Must be able to work well under pressure while always promoting a professional image of the Credit Union.
  • Must be able to meet deadlines while maintaining and effective and efficient workflow.
  • Required to work at any Credit Union location that may include extended hours, holidays or Saturdays.

Physical Activities and Requirements


Bending downward and forward at the waist. Requires full use of lower extremities and back muscles.


Extending hand(s) and arm(s) in any direction.


Using the upper body to press against something with steady force.


Using the upper body to draw, drag, haul or tug objects.


Use of the upper body and back muscles to lift objects.


Especially where one must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly.

Average Hearing:

Able to hear average or normal conversations and receive ordinary information.

Finger Dexterity:

Using primarily just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together.

Repetitive Motion:

Movements frequently and regularly required using the wrists, hands, and/or fingers.

Average Visual Abilities:

Average, ordinary, visual acuity necessary to prepare or inspect documents or products, or operate machinery.

Physical Strength:

Exerting up to 50 lbs. occasionally, and/or up to 20 lbs. frequently.

Working Conditions


No hazardous or significantly unpleasant conditions (such as in a typical office).

Mental Activities and Requirements

Reasoning Ability:

Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables.

Mathematics Ability:

Ability to perform basic math skills and to use decimals to compute ratios and percents, and to draw and interpret graphs.

Language Ability:

Ability to use passive vocabulary of 5-6,000 words; to read at a slow rate; define unfamiliar words in dictionaries for meaning, spelling, and pronunciation.

Ability to write complex sentences, using proper punctuation, and use adjectives and adverbs.

Ability to communicate in complex sentences; using normal word order with present and past tenses; using a good vocabulary.

Required Experience


  • High school graduate or equivalent.

Experience Required:

  • Minimum of six months experience in Retail or Customer Service related field. Knowledge of financial services industry preferred.

Keywords: Fortera Federal Credit Union, Clarksville , Member Advisor-Clarksville, TN, Other , Clarksville, Tennessee

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