Member Advisor I - Bilingual Preferred

Corporate/Main Branch•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 develops relationships in the communities served, supports account-focused advising and transaction processing, and demonstrates operational integrity to promote a positive member experience. There are no direct reports. The advisor creates memorable experiences in person, by phone, and through other channels; addresses problems within their authority and refers complex issues with recommendations. Duties include developing prospective-member relationships and following up on leads and sales, opening and maintaining accounts, reviewing account documents for completeness and accuracy, analyzing credit and financial information, and promoting products and services. The role also processes transactions, follows balancing guidelines, supports other branches as needed—including weekends or extended hours—and may help train new teammates. It requires knowledge of applicable regulations and collaboration with sales teams, subject matter professionals, and support departments to advance member account and loan leads. Bilingual duties may apply if applicable.

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 and ability to become a notary public.
Ability to work effectively in a team and interact positively with peers, management, and other departments.
Professional verbal and written communication skills.
Ability to analyze credit and financial information.
Ability to influence and motivate internal staff and external members and build trust.
Ability to evaluate solution options, risks, and benefits by asking questions and gathering information from diverse sources.
Ability to plan and prioritize work, meet commitments, and adjust plans as needed.
Ability to provide member service consistent with Interra’s vision, mission, and core values.
Courtesy and tact in routine communications with members and others inside and outside the organization.
Ability to work independently or with limited supervision, read and follow written and oral instructions, perform basic mathematical calculations, and use basic computer skills.
Clear speaking and the ability to communicate information in a logical, understandable sequence.
Ability to deal calmly and professionally with diverse individuals and maintain discretion when serving the public.
Ability to work accurately and composed under deadlines, fast-paced conditions, and changing or simultaneous priorities; exercise discretion with confidential matters.
Ability to bend, sit, and stand; occasionally lift up to 10 pounds; and climb or descend stairs in an emergency.
Ability to operate routine office equipment and work at a computer for an average of 6–8 hours per day when necessary.
Ability to work extended hours or travel off site when required or requested by management; maintain regular, reliable, and timely attendance.
Ability to work indoors in a climate-controlled shared work area with minimal noise.

Nice To Haves

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

Responsibilities

Build, maintain, and enhance relationships with current and prospective members and connect them with relevant financial solutions.
Create positive member experiences across in-person, phone, and other appropriate channels; address issues within authority and refer complex problems with recommendations.
Develop prospective-member relationships, manage relationship-building activities, and follow up on leads.
Follow up with members after sales to monitor satisfaction and help resolve complaints.
Open, close, and maintain member accounts; review account documents for completeness and accuracy and submit them on time.
Analyze member credit data and related financial information to ensure solutions align with members’ needs.
Maintain knowledge of Interra Credit Union products and services and contact members about offerings identified through marketing campaigns.
Process transactions and follow balancing guidelines.
Support other branches, including working weekends or extended hours as required; may assist with training new teammates.
Maintain knowledge of applicable regulations and model ethical behavior.
Collaborate with sales teams, subject matter professionals, and support departments to advance member account and loan leads through closing.
Comply with company policies, procedures, and applicable laws and regulations.
Perform additional duties as assigned, including applicable bilingual duties.