Member Advisor

Soarion Credit Union•San Antonio, TX

2d•Onsite

About The Position

Soarion Credit Union is seeking a Member Advisor to join their team in 2026. This role involves processing teller transactions, opening new membership accounts, completing consumer loan applications, and providing general account information. The Member Advisor will also identify members' financial needs and offer Soarion CU products and services to meet those needs, strengthening relationships through face-to-face or phone conversations. The position emphasizes providing exemplary member experience and maintaining a balanced cash drawer, while also observing and reporting suspicious activity.

Requirements

Must have a High School Diploma or equivalency.
6 months cash handling experience preferred.
Must know 10 key by touch.
Must be able to make routine arithmetic calculations quickly and accurately.
Must be available to work overtime and Saturdays, as needed.
Must be bondable.

Responsibilities

Strengthens relationships with members through face-to-face or phone conversations to cross-sell and up-sell credit union products and services that meet identified needs and maximize retention.
Processes teller transactions, opens new membership accounts, completes consumer loan applications and provides general account information and supports the overall operations of the branch.
Provides exemplary member experience that meets and exceeds our members' expectations. Ensures that members are acknowledged appropriately and transactions are processed accurately and professionally.
Establishes value-added relationships with members, to understand their financial needs and to offer solutions for those needs. Solution methods include identifying a solution, explaining, in detail, the benefits of products and services.
Accurately processes financial transactions to include, but not limited to accepting and posting deposits and payments, cashing checks, making transfers, loan and visa advances, counting coins, wire transfers, redeeming bonds, selling travelers' checks and money orders, and prepares and processes account maintenance.
Opens and maintenance accounts to include share, checking, money market, certificates of deposit, IRA's, HSA's, or business accounts.
Processes consumer loan applications according to Credit Union and regulatory compliance guidelines.
Provides members with general account information regarding their account balances and transactions performed.
Maintains a balanced cash drawer.
Observes suspicious behavior and reports any such activity to a Supervisor or security personnel. In the event of a robbery, remains calm and follows Soarion CU procedures to safeguard members and employees.
Provides back up to all other employees as needed.
Performs all other duties as required.