Member Advisor I

Red Canoe Credit Union•Federal Way, WA

8d•$22 - $32•Onsite

About The Position

At Red Canoe Credit Union, we're more than a financial institution. We're a people-first organization dedicated to helping our members, employees, and communities thrive. We're looking for passionate, knowledgeable, and dependable individuals who want to make a meaningful impact every day. As a member-owned, not-for-profit credit union, our focus is simple: people over profits. When we succeed, our members benefit. If you're searching for a rewarding career where your work matters and your contributions are valued, Red Canoe could be the perfect fit. Since 1937, we've stayed true to the cooperative principles that set credit unions apart. For nearly 90 years, we've reinvested in our members rather than shareholders, helping build stronger financial futures and stronger communities. Today, Red Canoe serves members through 11 branches across Washington and Oregon, with members in all 50 states. While we've grown, we've never lost our local roots. Giving back, supporting our neighbors, and making a positive difference in the communities we serve are at the heart of everything we do. Join a team that's committed to people, purpose, and community. At Red Canoe Credit Union, we believe in rewarding talent and experience with competitive and transparent compensation. For this role, the target hourly pay range is $24.23 to $26.12, within a broader range of $21.54 to $32.31, depending on qualifications. Actual compensation is based on a variety of factors, including job-related skills, experience, education, and training. In addition to base salary, we offer performance-based incentive opportunities that vary by role. These incentives are designed to recognize and reward strong individual and team contributions.

Requirements

Must be bondable.
Professional appearance and demeanor.
Must possess people skills; be friendly and outgoing with members and employees.
Strong communication and interpersonal skills.
Strong attention to detail and 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; Working knowledge of Microsoft Office.

Nice To Haves

1 year + New Accounts or credit union experience preferred; related training or experience considered.
Knowledge of credit union products, services and regulatory compliance preferred.

Responsibilities

Deliver professional, accurate, and caring service to members in person, via drive-thru, and over the phone.
Create a positive member experience by responding to members’ needs with professionalism and care.
Address member inquiries regarding accounts, services, and policies in a timely and professional manner.
Troubleshoot account issues, research problems, and escalate complex matters to appropriate departments.
Accurately and efficiently process routine transactions including deposits, withdrawals, payments, and transfers.
Open and maintain checking, savings, certificates, and other deposit accounts, including fiduciary accounts, while providing expert assistance and support.
Assist members with account changes, safe deposit boxes, fraud reports, and product support.
Educate members on electronic services such as online banking, mobile apps, bill pay, and e-statements.
Adhere to authority-level check acceptance limits, securing approvals as required.
Trained to handle vault transactions including balancing.
Maintain accurate cash drawer balances, keeping discrepancies within acceptable limits.
Manage assigned funds and ensure cash levels stay within drawer and vault limits.
Verify and balance all incoming checks for accuracy.
Perform end-of-day closing procedures to ensure branch totals are balanced.
Identify member needs and recommend appropriate credit union 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.
Help achieve credit union goals by meeting or exceeding individual goals.
Proactively refer members to specialized departments (e.g., lending, mortgage, investments) as needed.
Maintain knowledge of current promotions and product offerings.
Adhere to credit union policies and procedures to mitigate risk.
Comply with Bank Secrecy Act (BSA), Currency Transaction Report (CTR) requirements, and all other regulations.
Exercise sound judgment and timely decision-making.
Recognize and respond to potential fraud or suspicious items to prevent losses.
Foster a cooperative and respectful environment with coworkers and members.
Contribute to a positive, productive workplace through collaboration and mutual support.
Lead by example and provide support to team members as needed to ensure branch success.
Maintain punctuality, reliability, and professionalism.
Ensure accuracy in all member transactions.
Assist with opening and closing the branch when needed.
Work independently with minimal supervision, prioritizing tasks and responsibilities effectively.
Keep workstations clean, organized, and well-stocked.
Conduct research to resolve member inquiries or concerns.
Use member names when possible to build rapport.
Maintain up-to-date knowledge of credit union services and procedures.
Participate in training and cross-functional support opportunities to enhance job performance.
Perform other duties as assigned by management.