Civic Advisor

Description:

Civic Federal Credit Union is seeking a Civic Advisor to enhance member experience by delivering personalized financial solutions, processing accurate transactions, promoting digital banking options, and building long-term relationships with members. This frontline position plays a key role in helping members achieve their financial goals while ensuring an inclusive and compliant operational environment.

Key Responsibilities:

• Deliver exceptional and personalized member service, creating lasting relationships and exceeding expectations.

• Actively listen and adapt to member needs, resolving concerns with thorough research and documentation.

• Open new deposit and loan accounts, complete applications, and escalate to lending as needed.

• Accurately process member transactions and inquiries via various channels.

• Maintain and balance cash drawer, participate in branch opening/closing procedures.

• Educate members on digital solutions and mobile/online banking tools.

• Participate in team meetings, internal collaboration, and workflow improvement initiatives.

• Maintain compliance with regulations, policies, and risk management procedures.

Required Qualifications:

• High school diploma or equivalent (Bachelor’s degree preferred).

• Minimum of 1–3 years of customer service experience or equivalent degree.

• Excellent communication and interpersonal skills.

• Proficient in Microsoft Office Suite and internet applications.

• Ability to obtain Notary Public designation in North Carolina within six months of hire.

• Ability to lift at least 25 lbs and work standard office equipment.

• Occasional travel may be required.

Preferred Qualifications:

• Previous experience in a credit union or financial institution.

• Familiarity with financial products, mobile, and online banking services.