Member Advisor I

Red Canoe Credit Union•Auburn, WA

8d•$22 - $32

About The Position

The Member Advisor I is the face of Red Canoe Credit Union, delivering outstanding service by helping members with their financial needs. The role performs routine banking transactions, opens and maintains accounts, identifies opportunities to recommend financial products and services, and builds meaningful member relationships. It supports members’ financial wellbeing while maintaining accuracy, professionalism, and compliance with credit union policies. The position provides service in person, through the drive-thru, and over the phone; processes transactions and account changes; assists with electronic services; balances and manages cash; and identifies member needs for referrals and product recommendations. The Member Advisor follows applicable credit union policies and regulations, including BSA and CTR requirements, recognizes potential fraud, and collaborates with branch colleagues. It reports to the Branch Manager and has no supervisory responsibilities. The work involves office mobility and use of standard office and security equipment. The position is primarily seated, with periodic standing and walking, occasional light lifting of up to 30 pounds, and possible inter-branch or interdepartmental access. The role requires a flexible schedule, including Saturdays.

Requirements

Must be bondable.
Professional appearance and demeanor; friendly, outgoing people skills with members and employees.
Strong communication and interpersonal skills.
Strong attention to detail and a high level of accuracy.
Consistently meets or exceeds sales goals.
Ability to work a flexible schedule, including Saturdays.
Ability to work in a fast-paced environment and handle confidential information appropriately.
High school diploma or equivalent.
Credit Union teller experience required.
Basic computer and keyboard skills and working knowledge of Microsoft Office.
Office mobility and manual dexterity to operate standard office equipment; occasional lifting and/or moving of up to 30 pounds.

Nice To Haves

One or more years of new accounts or credit union experience; related training or experience may be considered.
Knowledge of credit union products, services, and regulatory compliance.

Responsibilities

Deliver professional, accurate, and caring service to members in person, via drive-thru, and over the phone.
Respond to member inquiries, troubleshoot account issues, research problems, and escalate complex matters to appropriate departments.
Process routine deposits, withdrawals, payments, and transfers accurately and efficiently.
Open and maintain checking, savings, certificate, fiduciary, and other deposit accounts; assist with account changes, safe deposit boxes, fraud reports, and product support.
Educate members about online banking, mobile apps, bill pay, e-statements, and other electronic services.
Follow check acceptance authority limits and obtain required approvals; handle and balance vault transactions when trained.
Maintain cash drawer accuracy, manage assigned funds within drawer and vault limits, verify incoming checks, and complete end-of-day closing procedures.
Identify member needs and recommend suitable products and services, including loans, credit cards, and insurance.
Document member interactions and referrals using designated software; make quality referrals and support members through inbound and outbound calls.
Meet or exceed individual goals, maintain knowledge of promotions and product offerings, and refer members to specialized departments as appropriate.
Follow credit union policies and procedures and comply with BSA, CTR, and other regulatory requirements.
Use sound judgment and timely decision-making; recognize and respond to potential fraud or suspicious items.
Support a cooperative and respectful workplace, collaborate with coworkers, and assist team members as needed.
Maintain punctuality, reliability, and professionalism; ensure transaction accuracy; and assist with opening and closing the branch when needed.
Work independently with minimal supervision, prioritize tasks, keep workstations clean and stocked, and research member concerns.
Use member names when possible, maintain current knowledge of services and procedures, participate in training and cross-functional support, and perform other duties assigned by management.