Member Advisor

SouthPoint Financial Credit Union•Waconia, MN

1d•Onsite

About The Position

The Member Advisor serves members in a credit union branch setting, providing friendly, professional, and personalized service while supporting SouthPoint Financial Credit Union’s vision and core values. The role helps members address their financial needs through need-based sales, product and service recommendations, referrals, and outreach. It supports daily transactions, account opening, consumer and real estate lending, and business account services, while building meaningful member relationships and contributing to a positive member experience. The position also handles account servicing, transactions, application support, account maintenance, research, and complaint resolution. The Member Advisor follows applicable Bank Secrecy Act responsibilities, assists with clerical and marketing activities as needed, and performs other duties as assigned.

Requirements

High school diploma or GED.
Excellent communication and customer service skills, with the ability to build open and honest relationships.
Professional interpersonal skills and the ability to project a positive image when representing the Credit Union.
Strong organization, self-motivation, and self-management.
Analytical and decision-making skills, attention to detail, accuracy, and thoroughness.
Ability to manage multiple tasks accurately under pressure and maintain a positive attitude in challenging circumstances.
Ability to solicit business and strengthen member relationships.
Teamwork, maturity, confidentiality, and adaptability, including willingness to adjust to changing job requirements or hours.
Effective time management and critical-thinking skills.
Intermediate computer skills, including using multiple systems simultaneously.
Intermediate mathematical skills, including calculations involving decimals, percentages, and fractions.

Nice To Haves

Associate’s degree or equivalent.
Experience in a credit union, banking, lending, retail office, or related work.

Responsibilities

Welcome current and prospective members in the branch and drive-through areas.
Build trusted, long-term member relationships through personalized service.
Recommend Credit Union products and services that address members’ immediate and future needs.
Make outbound calls to existing and prospective members to strengthen relationships and identify cross-selling opportunities.
Discuss budgeting and financial goals with members and help them find efficient ways to meet their banking needs.
Support the Credit Union’s vision, mission, and core values.
Perform account transactions and servicing, including deposits, withdrawals, transfers, account closures, cashier’s checks, stop payments, loan payments and payoffs, fee reversals, and wire requests.
Complete account maintenance activities, including debit card creation and activity review, funds-hold reviews, ACH inquiries, e-statement removals, and next-day fee reversals.
Initiate consumer, Ready Reserve, and real estate loan applications through digital platforms.
Prepare loan payoff statements and support skip-payment requests.
Initiate and process in-person applications for consumer, business, and specialty accounts.
Support business account services, including HSA contributions, distributions, transfers, and related research.
Research accounts, statements, notices, historical documents, and check images using internal systems.
Resolve member questions, issues, and complaints; investigate and document concerns or refer them through appropriate channels and follow up to support member satisfaction.
Fulfill applicable Bank Secrecy Act responsibilities.
Perform clerical support duties and assist with marketing activities as necessary.
Perform other duties as assigned.