Member Contact Center Sales Specialist

Job Locations US-MI-Port Huron
Job ID
Customer Service


What you should know about Advia

Advia is a fast growing Credit Union that is positioned in the top 3% of credit unions across the United States with over 1 billion in assets.  We offer very similar product and services as the big banks with a focus on saving our members money while providing financial advantages.  We are rooted in our communities and believe we have a responsibility to give back outside of our four branch walls through volunteering and charitable donations.  The work environment at Advia is fast-paced, performance based and fun infused.  We certainly live by the saying “work hard, play hard.”  As an employee of Advia, you can expect regular and constructive feedback, development opportunities, great benefits, excellent co-workers and engaged managers.


What you should know about the role

Promotes a sales and service culture by actively recommending Credit Union products that effectively meet the member’s needs. In alignment with established policies and procedures, acts as a liaison for the member and the Credit Union. Counsels members regarding their financial matters. Promotes the Credit Union philosophy and objectives. Responsible for working closely with branches, lending and support departments to give the best member experience possible.


As a Member Contact Center Sales Specialist, you will have opportunities to:

  • Be an important part of a fun, dynamic and high-performing sale and service team.
  • Have a large and tangible impact on members lives as well as branch performance.
  • Utilize problem solving skills to find solutions for members and provide them with financial advantages.

Major Duties

  • Completes all documents for various products and services. Processes all transactions pertaining to the maintenance, changes, and adjustments of products and services.
  • Opens new accounts, prepares all paperwork accurately and assists the member with the signing of documents necessary to process. Verifies information and ensures all new accounts are processed properly.
  • Back up the Member Contact Center Specialist by receiving inbound calls including transferred sales leads and calls from current and potential members.
  • Solves problems and answers member questions over the phone by listening, collecting data, securing answers, and following up to resolve the matter to the satisfaction of the inquiring party. Discusses sensitive personal financial circumstances with members as needed.
  • Interviews existing and potential members by telephone, and explains specific services, products and policies. Identifies members’ needs and cross-sells Credit Union services and products actively in an appropriate, professional manner, meeting Credit Union standards.
  • Place outbound follow-up calls to sales leads and persuade potential members to complete and submit an application. This includes following up on Synapsis, Raddon and indirect channel leads.
  • Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.

Physical Requirements

Perform primarily sedentary work with limited physical exertion and occasional lifting of up to 5 lbs. Must be capable of climbing/descending stairs in an emergency. Must be able to operate routine office equipment including telephone, copier, facsimile, and calculator. Must be able to routinely perform work on computer for an average of 6-8 hours per day. Must be able to work extended hours whenever required or requested by management. Must by capable of regular, reliable and timely attendance.


Working Conditions

Must be able to routinely perform work indoors in climate-controlled shared work area with moderate noise.


Mental and/or Emotional Requirements

Must be able to perform job functions with supervision and work effectively either on own or as part of a team. Must be able to read and carry out various instructions and follow oral instructions. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be able to perform basic mathematical calculations with extreme accuracy. Must be capable of calmly and professionally dealing with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines/requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising highest level of discretion on confidential matters.



Nothing in this position description restricts management’s right to assign or reassign duties and responsibilities to this job at any time.Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This job description is not a contract and should not be construed as a guarantee of employment for any specific period.Advia Credit Union is an Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Skills & Experience


Three years to five years of similar or related experience, including preparatory experience.



A high school degree or equivalent.


Interpersonal Skills

Courtesy and tact are essential elements of the job. Work involves personal contact with members, internal employees and others outside the organization regarding general/routine matters; as well as giving instructions and/or obtaining information used for updating accounts or referring services. Communications require shorter and not in-depth discussions most of the time.


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