Role OverviewThe Member Advisor plays a vital role in delivering an exceptional member experience by managing a wide range of transactions and inquiries—from simple to complex. This role requires strong knowledge of credit union products, policies, and procedures, along with the ability to understand member goals and provide guidance on products, services, and financial solutions that support financial well-being.
What You Will Do
Accurately and efficiently process member transactions, including deposits, withdrawals, payments, and cashier’s checks. Provide exceptional member service by responding to questions, resolving issues, and escalating concerns when appropriate.
Why It Might Be a Fit
The role requires a high level of detail orientation, professionalism, and the ability to navigate confidential financial information. A Member Advisor ensures operational integrity, supports fraud prevention and compliance, and fosters strong member relationships through proactive service, problem-solving, and trusted financial guidance.
Requirements
- 2+ years of customer service or professional experience working directly with people
- 1+ year of financial services experience preferred
- Basic understanding of credit union products, services, and policies
Benefits
- Low-cost medical, dental, and vision insurance coverage options
- Frontloads all sick time hours and a portion of vacation hours for all new employees
- Paid leave options
- Monthly wellness benefit
- Immediate 401K matching up to 5%
- Comprehensive Total Rewards package
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