Member Advisor I - Bilingual Preferred

Interra Credit Union•Goshen, IN

About The Position

The Member Advisor I builds and maintains long-lasting relationships with current and prospective members, identifying and connecting them with appropriate spending, saving, borrowing, and protection solutions. The role works as part of the advisor team, focusing on accounts and supporting transaction processing as needed. It helps ensure operational integrity and a positive member experience. There are no direct reports. The position creates member experiences through in-person, phone, and other communications; resolves routine issues and refers complex problems to senior staff; follows up on leads and post-sale satisfaction; opens and maintains member accounts; and ensures account documentation is complete, accurate, and submitted on time. It analyzes member credit and financial information, maintains knowledge of credit union products and services, and contacts members about solutions identified through marketing campaigns. The Member Advisor I processes transactions and follows balancing guidelines, may support other branches, including working weekends or extended hours as required, and may assist with training new teammates. The role engages sales teams, subject matter professionals, and support departments to advance account and loan leads. It must comply with company policies and applicable laws and regulations. If applicable, additional bilingual duties may be assigned under the Bilingual Policy.

Requirements

At least 1 year of customer service experience in banking, retail, or a related field.
High school diploma or equivalent.
Valid driver's license.
Ability to become a notary public.
Professional verbal and written communication skills.
Ability to work in a team environment and interact positively with peers, management, and other departments.
Ability to analyze credit and financial information.
Ability to influence internal staff and external members and build trust.
Ability to evaluate solution options, risks, and benefits by asking appropriate questions and gathering information from diverse sources.
Ability to plan and prioritize work, meet commitments, and adjust plans as needed.
Ability to provide high-quality member service while supporting the organization's vision, mission, and core values.
Ability to perform basic mathematical calculations, spell accurately, and understand computer basics.
Ability to work independently or with limited supervision and handle multiple changing priorities.
Ability to maintain discretion with confidential matters and communicate clearly and professionally.
Ability to work extended hours or travel off-site when required or requested by management.
Ability to maintain regular, reliable, and timely attendance.

Nice To Haves

Bilingual skills are preferred.
Demonstrated success identifying, initiating, and nurturing new or ongoing business opportunities.
Self-starting, results-oriented approach.

Responsibilities

Cultivate, maintain, and enhance relationships with current and prospective members in person, by phone, and through other appropriate channels.
Provide a positive member experience, assist with problem resolution within the role's authority, and refer more complex issues to senior staff with recommendations.
Develop relationships with prospective members, follow up on leads, and ensure timely post-sale communication to monitor and improve member satisfaction and resolve complaints.
Open, close, and maintain member accounts; review account documents for completeness and accuracy and submit them within the appropriate timeframe.
Analyze member credit data and related financial information to identify solutions that meet members' needs.
Maintain knowledge of Interra Credit Union products and services and contact members about relevant products and services identified through marketing campaigns.
Process transactions and follow balancing guidelines.
Provide support to other branches, including working weekends and/or extended hours as required to operate the business.
May assist in training new teammates.
Maintain knowledge of applicable regulations and model expected ethical behavior.
Engage with sales teams, subject matter professionals, and support departments to advance member account and loan leads through closing.
Comply with company policies and procedures and applicable laws and regulations, including the Credit Union Secrecy Act, USA PATRIOT Act, and Office of Foreign Assets Control requirements.
Perform additional bilingual duties when applicable under the Bilingual Policy.